Resources

How Successful Companies Grow

How Successful Companies Grow from Blumer CPAs on Vimeo. Transcript: Yo yo. In our firm, we serve a lot of creative companies. We wanted to give you a quick tip and hint that we’ve seen patterns in creative companies where they can scale and grow in healthy ways. These are the things we’ve seen that successful companies do, it’s a big deal. You ready? Here’s what we’ve seen. When companies grow, they’re going to devote four to six hours on their calendar for growth activities and the movement and operational pieces of the company, so four to six hours. Now, […]

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5 Building Blocks of Operating a Corporation: Part 5

5 Building Blocks, Video 5 from Blumer CPAs on Vimeo. Transcript:  Hey, Hey Jason, Blumer here. We’re in our fifth video series on five Building Blocks of Operating a Corporation. This is just the stuff we do in our sleep for the creative agencies we work with. And this is going to be the last video in the series, but it’s really long so. Because I’m going to give you an example. The examples are the best way we use this deck to teach our clients actually how they’re going to save money. So just bear with me as we […]

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5 Building Blocks of Operating a Corporation: Part 4

5 Building Blocks, Video 4 from Blumer CPAs on Vimeo. Transcript: Hey, hey, Jason Blumer here with Blumer CPAs. We’re in a series, I hope you’ve been watching, on the 5 Building Blocks of Operating a Corporation. It’s important when you go from an LLC or a sole proprietorship and you structure up into a corporation that you do that right. We’re going over a deck that we actually use with our clients to help teach them, and I wanted to make a series to teach you, too. We talked about this at a high level last time, these five […]

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5 Building Blocks of Operating a Corporation: Part 3

5 Building Blocks, Video 3 from Blumer CPAs on Vimeo. Transcript: Hey, hey. Jason Blumer here with Blumer CPAs, and we’re in a series of the 5 Building Blocks of Operating a Corporation. We’re using a deck our team uses to teach our clients the value of structuring their business around a corporation. And so, we’ve been talking about things already up to this point. But those five building blocks are something I want to hit now, and these are five things we really want to talk about with our clients as they’re growing and they need more structure. Typically […]

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5 Building Blocks of Operating a Corporation: Part 2

5 Building Blocks, Video 2 from Blumer CPAs on Vimeo. Transcript: Hey, hey, Jason Blumer here with Blumer CPAs. And if you saw our previous video, we’re starting a series on the Five Building Blocks of Operating a Corporation. This is actually a slide deck we use to teach clients, and our team uses it to teach clients how to form and bring structure into their creative company. And so we’ve talked about this title last time. So what I want to hit are these five different areas here. What Got You Here Won’t Get You There is the title […]

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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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