All posts by Dan Vazquez

  In professional services, clients experience the final deliverable—but behind every engagement is a team whose judgment, collaboration, and execution determine the outcome. Consistent, high-quality client service depends not only on technical expertise, but on leadership that provides clarity, accountability, and direction. As advisory and tax managers, our role is to oversee client work while leading the teams responsible for delivering it. This requires a leadership approach focused less on execution and more on guidance, quality control, and professional development. Effective leadership begins with technical credibility. Teams rely on leaders who understand the work well enough to set direction, evaluate [...]

Autumn brings something special to the entrepreneurial calendar. At Blumer CPAs, we see this season as your opportunity to celebrate the year's wins, harvest the lessons learned, and plant the seeds for an even stronger next year. Here's what separates thriving entrepreneurs from those who just survive the year-end rush: they don't wait until December 31st to assess their progress. Smart business owners use November to conduct a meaningful year-to-date review, optimize their tax position, and begin strategic planning for the year ahead. Celebrating Your Year-to-Date Wins Before diving into planning, let's talk about something entrepreneurs often skip: celebrating achievements. [...]