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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.  I realize it’s probably a bit mysterious. You answer our questionnaire, upload your documents to your client portal… and then it all sort of disappears into a black hole until you hear from us several weeks later, to schedule the review meeting where we present you with your completed tax return. Rest assured, there is a lot happening behind the scenes to ensure that your tax return is prepared carefully and completely. So […]

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How (and Why) to Hold a Leadership Retreat

So you have a growing firm. And you have wisely created a leadership team to take some of the weight off your shoulders as an owner and to help manage the day-to-day activity of running the firm. But have you considered taking them out of the day-to-day activity of running the firm? Have you considered holding an annual leadership team retreat, with just firm owners and leadership team? You should! Why A Leadership Team Retreat? My partner and I say to clients we consult with “you can’t read the label on your own bottle.” In order to read the contents, […]

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The Capture and Movement of Calendar Workblocking, Part 2

If you read our Part 1 post on Strategic Calendar Workblocking, you know we have a philosophy and strategy behind the visible nature of a professional team’s capacity. The future planning of what you will attempt to accomplish on a calendar is key to moving blocks around when the reality of the future doesn’t look the way you expected it to. Whew, that’s a big sentence! Let me break that down further: Planning the future alone is a strategic activity (even though you know it won’t look the way you plan) Why? Because efficiency and clarity of work is a […]

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Our Team Methodology for Calendar Workblocking, Part 1

We believe in the value of our team’s professional capacity. As a firm, the team’s capacity is all we have to offer our value to our clients. So we spend a lot of time teaching our team the theory of brain capacity management, the value they have as individuals, and the importance of their commitment to collaboration with each other in fulfilling the scope of our client contracts.  It’s a big deal, and we know capacity management among services companies is hard for everyone. So I want to write a 2 part series on how we approach this important work […]

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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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