Resources

Our New Agency Community

Transcript: Jason Blumer here with Blumer CPAs. During the pandemic, we’ve noticed something, that there’s been a lot of communities being started, that is gatherings of people that want to come together with a common purpose. And you know what? We’re starting one too. For creative agency owners, we are having a private community where they’re going to come together and be able to learn and grow together. But ours is different. So we’ve been running communities. We actually have another company where my partner has been and I have been running a community for over a decade. So we […]

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How To Do Strategic Planning: Part 3 of 4

How to Do Strategic Planning, Part 3 of 4 from Thriveal CPA Network on Vimeo. Transcript: Part three, this is part three of four of how to do strategic planning. If you’ve been watching our videos, you know by now November and December, at the end of the year, are strategic planning season. All entrepreneurs should be doing strategic planning, if you’re an owner of a business, this is the time you do it. And so, we’ve been talking about what we did in part one and part two in the strategic planning process. Now in this phase three, what […]

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How to Do Strategic Planning: Part 2 of 4

How to Do Strategic Planning, Part 2 of 4 from Thriveal CPA Network on Vimeo. Transcript: Here we are in part two of four videos on strategic planning season. November and December are strategic planning seasons for entrepreneurs. So you should be planning, you should be doing strategic planning. Go see video one about what the heck strategic planning even means. So here we are in part two. In part one, I shared that we did a brain dump of our ideas, my partner and I. Here we are in part two, and in part two, this is the strategic […]

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How to Do Strategic Planning: Part 1 of 4

How to Do Strategic Planning, Part 1 of 4 from Thriveal CPA Network on Vimeo. Transcript: This is strategic planning season. At the end of the year in November and December my partner and I always do strategic planning. That’s what you should be doing too. If you’re an entrepreneur, you should be doing strategic planning right now in November and December. And this is part one of four videos. I’m going to tell you exactly how we do it. Listen in and follow up on those videos. First, why planning? Strategic planning? Why planning? Because any entrepreneur who’s a […]

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Immature Passions Stunt Growth

Immature Passions Stunt Growth from Blumer CPAs on Vimeo. Transcript: We’re going to talk about your immature passions. And I got to tell you a story. I love rock and roll documentaries. So I love to watch the story behind these rock and roll bands, right? And how they grow together and how they break apart. Many bands break apart. That’s just very common. But there are some bands, like Metallica, Aerosmith, Rush. These bands stay together 30 and 40 years; it’s crazy. And I love to see why and of course there’s a lot of psychology to it. But […]

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Reading Your Market

Reading Your Market from Blumer CPAs on Vimeo. Transcript: If you have watched our prototype components model for growth videos, these are the videos that talk about how there’s a service side and a market side to a creative company. And the market side informs the service side. Service is the inside of your company where operations happen. Market is what you’re selling into. And this video is about reading your market and it’s something you have to do. You have to understand what your market’s doing. The way my partner and I do that is we’re on platforms like […]

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Win with Recurring Lead Gen

Win with Recurring Lead Gen from Blumer CPAs on Vimeo. Transcript: Lead gen, this is something that my partner and I have been discussing lately. And lead gen is hard, generating leads, business development, these kind of things. And we are learning hardcore, especially in a pandemic, lead gen is all about rhythms. It is all about getting blocks on your calendar and just doing stuff over and over, just hitting the market over and over. And especially in creative services, what we’re doing is we’re building trust a lot. So we’re just contacting with one person at a time. […]

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Visual Onboarding Timelines

Visual Onboarding Timelines from Blumer CPAs on Vimeo. Transcript: Hey, Hey, we do some big projects with some big clients in our firm. And there’s so many parts, so many moving parts, and so many people that we always do a kickoff. That begins our relationship with our client. One thing not long ago that we’ve started doing is, we’ve started adding visual timelines to our kickoff. And the reason we do that is because of client feedback we’ve heard. We do so many things, and we get so embedded in our client’s world and their work, that they keep […]

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Part 2 Capacity and Freedom

Part 2 Capacity and Freedom from Blumer CPAs on Vimeo. Transcript: This is a part two video on discussions on capacity and professional service and creative service companies, and it’s really important. We talked about exchanges and limitations on the first video. This part two is really freedom and capacity. Freedom is this word that I’ve written about for entrepreneurs. They love, they’re addicted to their freedom. They love their freedom. But here’s what I wrote in my journal, as I was working through thoughts on capacity, here’s what I said. I said, “Our limited capacity of mind and time […]

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Part 1 Capacity and Limitations

Part 1 Capacity and Limitations from Blumer CPAs on Vimeo. Transcript: This video is a series of a couple of videos on capacity for professional service and creative companies, and I think it’s really important. This video is part one. It’s going to be on limitations and exchanges. And so what do those mean? Well, anytime you’re selling things, what you’re doing is you’re selling something that’s limited, which is your capacity. And service based companies struggle to recognize that. And I’ve written about it and teach about that a lot, but it’s really important concept which means your capacity, […]

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