For everyone
Time 40 min
QuickBooks Connect 2021 Breakout Sessions

Hiring and onboarding a new team into an advisory firm

When your firm is a consulting or advisory firm, it’s necessary for your team to operate in high-value ways. Join Jason to discuss onboarding a new team in this environment. Leave with a better understanding of the importance of training, how to onboard a high-performing team, and why clarity is key when hiring consultancy team members.

Jason Blumer CEO, Thriveal CPA Network Jason founded Thriveal in 2010 as a way to help CPA firm owners connect, learn and grow. He is also the CEO of Blumer & Associates, CPAs, serving as an advisory firm for the design, marketing, and creative agency services niches. He speaks and writes frequently for the financial and creative industries, and he has been honored as one of the Top 100 Most Influential People in Accounting.