All posts tagged: Calendar Workblocking

At Blumer CPAs, we like to consider the season of life and business.  Summer winds down, kids head back to school, and the energy in the air changes. For many business owners, September feels like a fresh start—an opportunity to reassess and reposition heading into Q4. It’s also a time of change: team members return from vacation, budgets get real, and client rhythms shift. Pair that seasonality with the demands—and opportunities—of the final quarter, and strategic preparation becomes non-negotiable.  The Power of Seasonal Reflection Businesses, like seasons, go through predictable shifts. Some find energy rising now; others begin to slow. What [...]

Over the Summer we’ve done a series of blog posts covering the Core Values at Blumer CPAs, https://blumercpas.com/,  starting with an Introduction that stressed their importance to you as a business owner and how to use them, followed by an examination of each and what they mean to different members of our firm (all linked below): Good, Great, Growing Coachable, Reliable, Resilient Transparent, Visible, Accountable Diligent, Decisive, Direct  For the final post in this series, I’d like to explore the final piece of Core Values: Implementation. Blumer is a remote firm. We are scattered across the country and see each [...]

We serve entrepreneurs at Blumer CPAs, especially those in service-based businesses. Because we serve many industries,  we have noted some commonality between these entrepreneurs. They push through a market to create new opportunities and to capture the value that others are not capturing. This means they can leave financial messes in their wake. It’s okay, because our firm is known for being able to clean those up, add structure to their businesses, and bring accountability around their financial processes. We lead entrepreneurs at Blumer CPAs.  Right now, many entrepreneurs are experiencing a familiar surge of trying to make the most [...]

At Blumer CPAs, we know that how we show up for our clients matters just as much as what we deliver. The way we work—how we think, communicate, and make decisions—has a huge impact on the businesses we serve. At Blumer CPAs, our approach to client work is rooted in three values that guide every conversation, project, and relationship: Diligent. Direct. Decisive. These aren’t just words we like—they are how we build momentum with our clients. Here’s what that looks like: Diligent: We take the time to understand what matters. When a client brings a challenge or an idea to [...]

Cash flow is the heartbeat of your business, yet most entrepreneurs are flying blind when it comes to understanding what's happening with their money. Actually, clients don’t even know to ask us this - but we typically try to sell our clients some form of cash flow reporting (and there are great tools to do this for our clients!). We do want our clients reviewing their financials monthly (in a summarized format) but monthly statements only tell you what already happened. That’s not bad, it just gives you the patterns of how you’ve been operating. Cash flow reporting is always [...]

We often hear from clients that their prior accountant ‘ghosted’ them frequently. At Blumer CPAs, we aren’t ghosts. Instead we pursue being Transparent. Visible. Accountable.  Transparent: easy to perceive or detect We pursue being transparent at Blumer CPAS. We do a lot of special projects for our clients. We state our main objective upfront so everyone, from team to client, knows our position and mindset when moving to discuss next steps. No one should have to wonder what the plan is or feel like it is being kept a secret. Our transparency can also be seen in simple email communications. [...]

Core values are fundamental principles or beliefs that guide an individual's or an organization's actions, behaviors, and decision-making. They serve as a foundation for how people or organizations operate and interact with others. Sounds pretty important for an individual to have some strong core values...of course! But what about a business who will come in contact with hundreds, maybe even thousands of people a year? What an impact a business can make by having strong core values and team members who hold themselves to those core values as well!  One of the strong core values that Blumer CPAs shoots for [...]

When taking core values as an idea and applying them to reality, it is important to have something to strive towards but be achievable as well. Blumer’s core values “Good, Great, Growing” is a perfect example of this principle in action. They are clear and easy to understand and help not only on an individual level but also companywide when everyone is working towards these values. Let’s dive deeper and look at each one individually. Good to Others Being good to others is what we learned as the golden rule in school and is the right way to act in [...]

Pop quiz: When did you last think about your company's vision and core values? Can you repeat any of them? Are they something your employees joke about with fellow new hires when they are stuck in the boredom of training? When they watch that video and hear the lecture from leaders about your company's core values, do they believe in them?  Or let's look at it from another perspective: do you, as a leader, feel cheesy giving the speech about your core values? Do you cringe at the thought that you have become the human equivalent of just another motivational [...]

Like many of our clients, our firm is at a size where we have to nail down the revenue production of our firm. That is, at our size, we have to have a machine that is now producing our revenue to support our team of 15, as well as the growth we anticipate over the next few years.  Like many things in scaling a service organization, we’re finding that what got us here won’t get us there. We have always been an ORG (“Owner Revenue Generated”) company. As the owner and founder, I’ve always sat in the seat of sales [...]