All posts tagged: Calendar Workblocking

Watch as Jason Blumer, CPA, Adam Davidson, and Meghan Phillips discuss Davidson’s book, The Passion Economy, at SXSW 2022. Jason and Meghan were featured subjects in the book on what passion entails in the world of entrepreneurship.

  As the Financial Services Manager here at Blumer, I wanted to share with you a little information about our firm’s internal process for creating your tax return.  Rest assured, there is a lot happening behind the scenes to ensure that your tax return is prepared carefully and completely. So let me pull back the curtain a little so you can see what is going on behind the scenes.   The process kicks off when you fill in the questionnaire (also known as the Client Needs List) and upload any tax documents we don’t have to your Client Portal.  If we [...]

So you have a growing firm. And you have wisely created a leadership team to take some of the weight off your shoulders as an owner and to help manage the day-to-day activity of running the firm. But have you considered taking them out of the day-to-day activity of running the firm? Have you considered holding an annual leadership team retreat, with just firm owners and leadership team? You should! Why A Leadership Team Retreat? My partner and I say to clients we consult with “you can’t read the label on your own bottle.” In order to read the contents, […]

We believe in the value of our team’s professional capacity. As a firm, the team’s capacity is all we have to offer our value to our clients. So we spend a lot of time teaching our team the theory of brain capacity management, the value they have as individuals, and the importance of their commitment to collaboration with each other in fulfilling the scope of our client contracts.  It’s a big deal, and we know capacity management among services companies is hard for everyone. So I want to write a 2 part series on how we approach this important work […]