All posts by Mariela Reiss

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 [...]

  As the Financial 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 [...]