All posts by Mariela Reiss

We’ve Updated Our Key Agency Financial Metrics!

If you’ve been a Blumer client for any length of time, you know we are all about processes: consistent, regular, documented workflows that make client work flow smoother and allow us to hit a high level of quality in our financial support of our clients, day in and day out. What might not be so obvious is that we are also all about making steady, continual improvements in our processes. When we hear client comments or see trends that make us rethink what and how we do things, we get together as a team to analyze the issue, come up […]

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How to Deal With A Slowing Economy Part 2

How to Deal (as a Business Owner) with Inflation, Recession, and Other Tough Times, Part 2 A recent article in the New York Times just last month had this headline: “Is Recession Staring Us Down? Already Upon Us? Here’s Why It’s Hard to Say.” Say what? There is no denying we are in for some interesting economic times ahead. I’m sure this is weighing heavy on the minds of most business owners right now. But, as I mentioned in last month’s blog post, there are certain fundamentals that will always be true when a business faces a crisis. We covered [...]
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How to Deal With A Slowing Economy Part 1

How to Deal (as a Business Owner) with Inflation, Recession, and Other Tough Times, Part 1 Recession. Inflation. Stagflation. Economic downturn. Global slowdown.  We’ve all read the headlines. We’ve all scratched our collective heads at the ever-changing predictions on an economic downturn.  It’s something every business owner has on their minds right now: Are we going into a recession? Are we already *in* a recession? How do we deal with inflation? And what do we do if things get worse? The questions (and the worries) can be endless. So what are the answers? Are there any answers?  I can’t tell [...]
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An Explanation of Our Discovery Process For New Clients

Our Discovery Process (aka The Financial Wellness Checkup That You Didn't Know Your Business Needed)  Have you ever wondered if your business was humming along at optimal condition? Or whether the financial health of your business was more like that of a star athlete…or the average Joe? Well, there is a way to tell what level the financial health of your business is at. It involves a deep-dive into your systems by an objective outsider with the expertise and skill to examine your business quickly and thoroughly, and then give you a detailed report that guides you through the changes [...]
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What is Our Firm’s Internal Process for Creating Your Tax Return?

  As the tax services manager here at Blumer, I wanted to share with you a little information about our firm’s internal process for creating your tax return.  Rest assured, there is a lot happening behind the scenes to ensure that your tax return is prepared carefully and completely. So let me pull back the curtain a little so you can see what is going on behind the scenes.   The process kicks off when you fill in the questionnaire (also known as the Client Needs List) and upload any tax documents we don’t have to your Client Portal.  If we [...]
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