Resources

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 […]

Read more

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 […]

Read more

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 […]

Read more

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. […]

Read more

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 […]

Read more

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 […]

Read more

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, […]

Read more

PPP Money Is Just Kicking The Can Down The Road

PPP Money Is Just Kicking The Can Down the Road from Blumer CPAs on Vimeo. Transcript: Jason Blumer here with Blumer CPAs. As we work with creative services companies all over the US and the world, we’re learning basically that the PPP money in the US is really confusing people. It’s what people were saying is kicking the can down the road. Just to talk about what that means real quick, if you look at your profit and loss statement that shows revenue in from clients and all expenses out, and then the resulting net calculation of profit or loss, […]

Read more

AYT: What Struggle Are You Facing Right Now?

AYT: Are You Facing Struggles? from Blumer CPAs on Vimeo. Transcript: Jason Blumer here with Ask Yourself This. Here’s the question AYT, ask yourself this, here’s a question for you. What struggle are you facing right now that won’t be part of your life next year? So what is the purpose of a question like that? Basically here’s what it is, to make you look at what’s happening now and to tell yourself this is not going to last forever. You know what subconsciously you probably don’t think you do that. You don’t think, oh my gosh, this is going […]

Read more