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with Jason Blumer

Challenges with Running a Virtual Practice

Learning Objectives:

  • Learn if you should be leading a virtual accounting/tax firm or if you are best aligned to lead a brick and mortar firm
  • Learn how to identify the issues you are having in leading a virtual firm, how to correct them, and what your next steps should be in correcting your virtual issues
  • Learn if you have the right team members to be successful in a virtual environment
  • Learn what new education and support you need to provide to your team in order to lead a virtual firm effectively


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Business Management & Organization
  • Advanced Prep: None
  • Credit Type: CPE
  • Credit Hours: 1
Course Description

Learn what it truly takes to lead, manage, and grow a virtual accounting and tax firm. The course will cover in detail the troubles and assumptions that make running a virtual practice so difficult. Additionally, the course will explore the advantages of virtual practices, and tips in finding the right employees to work virtually. The principles discussed in this course can also apply to a variety of virtual firms across all industries. 

This course was developed from the heart and head of Jason Blumer, CPA, leader of Blumer CPAs. He has truly lived the ups and downs of creating a virtual accounting/tax practice over the past 15 years.


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    Course Details