Resources

What’s in a Name?

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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

December 12, 2020 No comments yet

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

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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

April 11, 2021 No comments yet

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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