Resources

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 […]

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 […]

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, […]

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, […]