May 2009

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1.  Email makes me Kukoo – GoSee

2.  What makes entrepreneurs entrepreneurial (because they think effectually, of course)? – GoSee

3.  Wolfram|Alpha’s  goal is to: “make all systematic knowledge immediately computable by anyone” (funny, I just did that yesterday after work).  It looks like a new search engine, but it calculates stuff… a lot of different stuff.  Try some of the examples in the right-hand column of the site, and be amazed – GoSee

Thanks, Jason M. Blumer

sr_541cf46ecdecfbThe new generations are constantly creating new exciting ways to build relationships, build their businesses and enjoy their lives.  And now they are working together too.

Coworking is one way to do this, and is becoming popular around the country (…see, I told ya).  It’s pretty cool: it builds relationships with people you can trust, enhances accountability so you’ll actually do your work, and provides a bunch of people you can turn to for immediate help on your stuff (because they sit right beside you).

And did you know that Greenville, SC is coworking now?  And you better get in on the ground floor or all of the spaces will be taken up.

They are having their second introductory meeting to explain all of this weirdness, and here are the details:

Where: Spill the Beans Coffee Shop, downtown Greenville

(610 S. Main St., Greenville, SC  29601)

Date: June 5, 2009

Time: 6:00 pm

Our firm is giving away a free 1 hour financial/business consultation to a lucky participant that brings a friend (so I guess we’re kind of helping to sponsor the event).  Let me know what you think in the comments.

Thanks, Jason M. Blumer

Obama is going to use “sin taxes” (as stated by Kay of Don’t Mess With Taxes) to pay for health care reform.  The Senators call these lines of revenue “lifestyle” taxes instead, namely alcohol and soda.

I love Mountain Dew, so I guess I’ll help institute national health care reform.  Good for me (… or not).

“They who would give up an essential liberty for temporary security, deserve neither liberty nor security.”

Benjamin Franklin

Obama is going to use “sin taxes” (as stated by Kay of Don’t Mess With Taxes) to pay for health care reform.  The Senators call these lines of revenue “lifestyle” taxes instead, namely alcohol and soda.

I love Mountain Dew, so I guess I’ll help institute national health care reform.  Good for me (… or not).

“They who would give up an essential liberty for temporary security, deserve neither liberty nor security.”

Benjamin Franklin

Ribbon Cutting Gifts

Ribbon Cutting Gifts

May 2009 has been a big month for our firm!  My Dad retired and we opened an office within a few days.  It really speaks to the legacy my Dad left for me to carry on.
The Easley Chamber of Commerce  hosted a great ribbon cutting and we had a great turn out of visitors and clients.  Our vision is to offer our innovative services to the many service-oriented businesses in Greenville, and now the surrounding areas.  The Powdersville/Easley area is rapidly growing, and we always like to be right in the middle of the growth!
The office will only be a satellite office for now open on Tuesdays and Thursdays.  However, we are sharing space with Investment Concpets, Inc., an investment company, and they are open 5 days a week; our clients can drop information off securely any day of the week at our Powdersville office.  We’ll keep working to enhance the services the folks in that area need to receive until the office needs new consistent staff.  That may be a while, but you never know. :)
New Office Contact Info:
200 Wall Street
Piedmont, SC  29673
T: 864.846.8068
F: 864.846.8067
_MG_0492
The staff that attended the Powdersville opening: (from l. to r., Lisa G. Hope, Firm Administrator, Jason M. Blumer, "King Daddy" (with rabbit ears), and Cathy L. Lovell, CPA, Manager of the Greenville office

The staff that attended the Powdersville opening: (from l. to r., Lisa G. Hope, Firm Administrator, Jason M. Blumer, "King Daddy" (with rabbit ears), and Cathy L. Lovell, CPA, Manager of the Greenville office

 

Browsing, Eating, Fellowshipping...

Browsing, Eating, Fellowshipping...

1.  Seth always has a good word – GoSee

     Excerpt: “A business model is the architecture of a business or project.” Godin

2.  Google me, scroll down to the bottom of the page, and there’s my profile (have you gotten your Google profile yet?) – GoSee

3.  You bought a netbook yet?  Apple is rumored to get in on the market – GoSee

Thanks, Jason M. Blumer

“Don’t confuse fame with success.  Madonna is one; Helen Keller is the other.”

Erma Bombeck

Me and Dad Showing off the Retirement Cake

Me and Dad and Mom

My Dad officially retired from our CPA firm on May 1st and I already miss him.  He was the founder of the firm and my partner for the last 6 years.

He taught me a lot.  One thing I remember was his lessons in partnership.  Not everyone could go into business with their Dad, but my Dad led the way in a solid, safe partnership in these (and so many other) ways.  Hopefully you can apply my Dad’s wisdom to your partnership:

1.  He told me I was going to run the firm, and I would enjoy the benefits of that, and would also bear the burdens that came from that position.  I didn’t realize there were so many (but he did)…

2.  He would not interfere when I was making decisions.

3.  And he wouldn’t rub poor decisions in my face (… and he didn’t).

4.  It’s hard to have “two chiefs” in a business.  There needs to be a final decision-maker.  That was me (…again, with the good and bad).

5.  Spend a lot of time discussing the partnership BEFORE going into partnership, not AFTER you become partners (I often suggest a year now to our clients).

6.  He would always be available for advice when I needed it (and I was always asking for advice).

7.  Know when to stop growing your business, and when to focus on serving the clients you’ve got.

8.  Know when to focus on growing your business, and let others focus on serving the clients you’ve got (the art of delegation).

Jason and Jennifer Blumer, Phil and Cathy Lovell (Cathy is Dad's replacement, and our Tax Manager), My Mom and Dad, Lisa Hope, our Firm Administrator, Phil and Stephanie Kuchle (Steph is a CPA with our firm and works on various projects and during tax season)

Jason and Jennifer Blumer, Phil and Cathy Lovell (Cathy is Dad's replacement, and our Tax Manager), My Mom and Dad, Lisa Hope, our Firm Administrator, Phil and Stephanie Kuchle (Steph is a CPA with our firm and works on various projects and during tax season)

 

The Staff and their Spouses Eating Dinner at my House

Everyone Stuffing Their Faces

Generational family partnerships can be rough, but mine is full of great memories.  I thank God that He gave me the gift of serving some of the greatest clients in the world… with my Dad.  I love you, Dad, and I’ll forever cherish the memories and hard times we went through together.  They’ve made me who I am… hopefully someone that can bring value to my clients… just like my Dad.

Jason Talking (as usual)

Jason Talking (as usual)

 photos in this post by Will Swett

Any other thoughts on partnership?  Anything I left out?  Leave them in the comments.

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