Resources

5 Building Blocks of Operating a Corporation: Part 1

5 Building Blocks, Video 1 from Blumer CPAs on Vimeo. Transcript: Hey, Hey, Jason Blumer here with Blumer CPAs, and we’re starting a new series on our blog about what you see on the screen, which is Five Building Blocks of Operating a Corporation. And this is something we do a lot with creative agencies, any kind of creative company where they’re growing. And as companies grow, they need more structure, and so specifically, a lot of the ways we use this deck is actually to teach our clients how a lot of changes we’re going to make in their […]

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​Top 10 Things You Need to Know About Your Stimulus Check

by Mariela Reiss, CPA Ever since Congress passed the first round of stimulus checks in March of 2020 to help stimulate the economy and get people through the first days of Covid-19 lockdowns, the country has been waiting eagerly for a second round. On December 27, 2020, we got it. The Consolidated Appropriations Act of 2021 was signed into law. Contained within that bill was the COVID-Related Tax Relief Act of 2020, which offered additional 2020 Economic Impact Payments (aka Recovery Rebate Credits or stimulus checks). And the IRS started rolling out these payments on December 29. So what do […]

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Consultants Disarm Unwilling Entrepreneurs

Consultants Disarm Unwilling Entrepreneurs from Blumer CPAs on Vimeo. Transcript: You know that consultants can disarm the power of an unwilling client or owner in the related consulting relationship. So let me say again, what that means. A consultant can approach a client and disarm them if they’re trying to fight back and not let change happen in their lives. So basically what happens in a consulting relationship. And again, my partner and I do a lot of consulting. So in a consulting relationship, you enter into this… It’s a different relationship. It’s very deep, you go slow and methodical […]

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Word of the Day: Agendas

Word of the Day: Agendas from Blumer CPAs on Vimeo. Transcript: This might be a funny word of the day. Today’s word of the day is agendas. Do you know how strategic agendas are? That’s just one trick we use to bring clarity to this knowledge work that we do. We help our team realize that if you prepare an agenda before a meeting, which our team has to prepare agendas before a meeting, the very thought of going through an agenda is a strategic behavior. It orders and categorizes and prioritizes things you’re going to talk about a client with. And so your […]

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What’s in a Name?

What’s in a Name from Blumer CPAs on Vimeo. Transcript: What’s in a name? And I’m talking about a person’s name. So I know this young guy, he’s in his early 20s and when I met him, I asked him, “What’s your name?” And he told me, “Well, people call him different things, like three or four different names.” And I’m like, “Well, what do you want me to call you?” And he was never definitive about what I’m supposed to call him. And it was interesting. It’s hard to relate and interact with him because I don’t know his name because he doesn’t […]

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Extending Strategy Time

Extending Strategy Time from Blumer CPAs on Vimeo. Transcript: If you’ve watched many of my videos, you know my partner and I block off all of our work for a year in advance. We block our calendar off a year in advance and we’ve been doing that for years and growing in that competency about how to manage and take hold of our time. Where you do that is in the future; you go into the future and you own that future by telling the calendar what it’s going to be before you get to it. That’s called “strategic planning.” To do that kind […]

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How To Do Strategic Planning: Part 4 of 4

How to Do Strategic Planning, Part 4 of 4 from Thriveal CPA Network on Vimeo. Transcript: Okay, we’ve done all the heavy lifting in the first three videos in Strategic Planning Season. And as we’ve been mentioning, November, December is strategic planning season, this is the season. The holiday season? No. This is the season where entrepreneurs plan their future. And go back to video one, to find out what planning and what strategic means. Why did we put those words, strategic planning together, they’re real important. So, what have we been doing up to this point? We’ve really been […]

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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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