All posts by Jason Blumer

Thoughts on Capacity Exchange for Service Companies

Transcript: I’m testing something called capacity exchange. This is something I’m building into some of our firm’s growth models. And so I wanted to share it in a quick video. It has to do when our clients ask us, “Hey, how do you hire somebody or promote somebody? What’s happening there? And how do I do that well?” And what we always tell the owners of the agencies we work with, we say, “Make sure when you give money to a team member, you get something back in return.” And basically, we call that a capacity exchange. And so basically […]

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Different Levels of Value in Service Capacity

Different Levels of Value in Service Capacity from Blumer CPAs on Vimeo. Transcript: You may have heard of the term capacity. This is something that service-based companies manage. They manage capacity to scale their companies, and you got to figure out capacity management. It’s something we’re thinking a lot about lately and we’re putting and building into some of our growth models. So I just wanted to talk about the value of capacity on teams right now. So if you look at a chart of a team, that is the owners at the top, and maybe some leaders, and then […]

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A Deep Dive into the Tax Provisions of the American Rescue Plan Act of 2021

Last week we posted a High-Level View of the American Rescue Plan video, but this week we wanted to dive a little deeper! We know this is a complex plan that has left many confused and wondering how this applies to their 2020 versus 2021 taxes. So we’re going to tackle that together! To start, let’s look at a few highlights you’ll see explained below: Only 25% of the provisions involve tax changes. Most of these provisions are intended to be in effect for just 2021. The majority of the tax provisions in this act affect 2021. Only one affects the current 2020 […]

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High Level View of the American Rescue Plan Act

High Level View of the American Rescue Plan Act from Blumer CPAs on Vimeo. Transcript: Hey, hey, we wanted to tell you about the American Rescue Plan Act of 2021. There’s a lot of information out there and firms giving information, but we wanted to make a video about it as well. Just a quick video. And really our clients benefit from these videos, but maybe somebody else can too. So when that bill passed, it was huge. It threw a monkey wrench really into this tax season that accountants are trying to file right now. And we’ll get to […]

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Specificity in Coaching Conversations

Specificity in Coaching Conversations from Blumer CPAs on Vimeo. We work with service-based digital agency owners all over the US and we’re helping them coach through leadership, how to run their companies better, how to lead teams, how to scope price with clients, all kinds of things, anything we run into in coaching. And as a coach, what we want to do is help that owner understand themselves better. And one way to do that is with specifics. You want to be real specific that that owner can understand themselves better. So when we ask questions as a coach, we […]

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How Successful Companies Grow

How Successful Companies Grow from Blumer CPAs on Vimeo. Transcript: Yo yo. In our firm, we serve a lot of creative companies. We wanted to give you a quick tip and hint that we’ve seen patterns in creative companies where they can scale and grow in healthy ways. These are the things we’ve seen that successful companies do, it’s a big deal. You ready? Here’s what we’ve seen. When companies grow, they’re going to devote four to six hours on their calendar for growth activities and the movement and operational pieces of the company, so four to six hours. Now, […]

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5 Building Blocks of Operating a Corporation: Part 5

5 Building Blocks, Video 5 from Blumer CPAs on Vimeo. Transcript:  Hey, Hey Jason, Blumer here. We’re in our fifth video series on five Building Blocks of Operating a Corporation. This is just the stuff we do in our sleep for the creative agencies we work with. And this is going to be the last video in the series, but it’s really long so. Because I’m going to give you an example. The examples are the best way we use this deck to teach our clients actually how they’re going to save money. So just bear with me as we […]

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5 Building Blocks of Operating a Corporation: Part 4

5 Building Blocks, Video 4 from Blumer CPAs on Vimeo. Transcript: Hey, hey, Jason Blumer here with Blumer CPAs. We’re in a series, I hope you’ve been watching, on the 5 Building Blocks of Operating a Corporation. It’s important when you go from an LLC or a sole proprietorship and you structure up into a corporation that you do that right. We’re going over a deck that we actually use with our clients to help teach them, and I wanted to make a series to teach you, too. We talked about this at a high level last time, these five […]

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5 Building Blocks of Operating a Corporation: Part 3

5 Building Blocks, Video 3 from Blumer CPAs on Vimeo. Transcript: Hey, hey. Jason Blumer here with Blumer CPAs, and we’re in a series of the 5 Building Blocks of Operating a Corporation. We’re using a deck our team uses to teach our clients the value of structuring their business around a corporation. And so, we’ve been talking about things already up to this point. But those five building blocks are something I want to hit now, and these are five things we really want to talk about with our clients as they’re growing and they need more structure. Typically […]

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5 Building Blocks of Operating a Corporation: Part 2

5 Building Blocks, Video 2 from Blumer CPAs on Vimeo. Transcript: Hey, hey, Jason Blumer here with Blumer CPAs. And if you saw our previous video, we’re starting a series on the Five Building Blocks of Operating a Corporation. This is actually a slide deck we use to teach clients, and our team uses it to teach clients how to form and bring structure into their creative company. And so we’ve talked about this title last time. So what I want to hit are these five different areas here. What Got You Here Won’t Get You There is the title […]

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