Client Highlight

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Here we are ready to prove it again: we have the best clients in the world!  Matthew Smith, Principal of Squared Eye, LLC is a web development extraordinaire!  Working with contractors and clients all over the world, Squared Eye, LLC delivers some of the best the web has to offer:

US Institute for Peace Lighting Africa

Reformed University Fellowship Pattern Tap

Matthew and I spent some time together doing a little strategy on the future of his company.  Squared Eye, LLC relies on our firm for help in business strategy, tax consulting and new software services.  Matthew and his team see value in what we do, and we love to serve them.

Jason M. Blumer, CPA, and Matthew Smith of Squared Eye

Learning How the Change to an S Corp Will Drive you Crazy (...but Save Tax Money!)

Matthew is your typical serial entrepreneur - finding needs in the market place motivates Matthew to build what is not already available.  His Pattern Tap site (“where tasty design is now on tap”) is highly acclaimed as a goto site for designers all over the world.  Matthew built this site as a means to provide great design that could not be found in any one place.

The Squared Eye team has a heart to serve those in the creative industries, and mentoring younger companies in the business of design, collaboration and the business of being creative.  We love to serve those that love to serve!

X - (Y / 9) + Guacamole = 12 to the 4th power (Huh?)

We asked Matthew to answer four questions for the client highlight, and here is what we got:

What have you or your organization done to remain competitive and successful?

We found a niche, and ran headlong into it. Our niche is craftsman level web and interface design with an eye for function and form. We’ve also launched several products that showcase that niche. The first is Pattern Tap (http://patterntap.com), a showcase of inspirational design solutions to help web designers make better choices. The second is Pocket, a tool for creating iPhone-sized portfolios – this will launch in 2nd quarter 2010.

What do you or your organization foresee as the greatest business obstacle in the near future?

Moving from small to medium in size. Our niche is design craftsmanship, not management. How do we build business, instead of letting the business build us? We’re working through that one track at a time. The first step we’re taking to deal with that, is by producing products like Pattern Tap that can sustain growth and need less input than client based projects.

What do you enjoy most about your work?

The pleasure I feel in bringing order to chaos. I love conquering a formless thing by giving it a shape and a direction. I’m a visual story teller.

What has the Blumer firm done to assist you in furthering your business and its operations?

Blumer and Associates help Squared Eye strategize about business and tax movements that facilitate a clear path to success. In addition to great tax planning, this year Blumer helped us become an S-Corp which will likely save us over 15k next year. We’re enthusiastic about the future, and we’re glad Blumer is going to be there with us.

Riding Matthew's "virtual" Vespa (it was outside)

Matthew and the whole Squared Eye team are fun to serve and we’re excited to call them clients!

all photos Nill Silver

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Dave Barber, CEO of Dynamic Realty, Inc., Jason M. Blumer, CPA, and Rick Stroud, Founder of Dynamic Realty, Inc.

Dave Barber, CEO of Dynamic Realty, Inc., Jason M. Blumer, CPA, and Rick Stroud, Founder of Dynamic Realty, Inc.

It’s pretty rewarding when you get a client that is interested in developing strategic thought in their business, and change the common models that their industry often operates under.  I love clients that let us dive into their businesses, use our expertise in process design, and the implementation of new business technologies to make business smarter, more effective and more profitable.  And that is exactly what our firm has in Dynamic Realty, Inc.

I can see it coming a mile away.  I knew Dynamic Realty was different when they had to sit down with me and draw out their innovative plans for the future, how our firm fits into that model and what counsel they needed from me.  I’m geeking out about it just thinking about our first meeting (I know, I know, I’m a nerd).  But it sure is fun when the client is innovating in new unknown ways, and they seek your help to get there.

Dave Barber, Dynamic’s CEO, and Rick Stroud, the Founder and Owner of Dynamic Realty, Inc., came to my office for over an hour to talk strategy.  Their models of how the real estate market will change in our country are phenomenal, and I can’t wait to be a part of making it happen.  We got to share how our new models of service may be exactly what they are looking for to make their ideas work… and they fit like a glove!  We also got to share some newer technologies that take our clients’ businesses into the clouds and eventually make their processes paperless (you can have it too!).  Yummy.

Discussing the Dynamic Plan!

Discussing the Dynamic Plan!

If I told you what their plans were to change the Greenville real estate market, I would have to promptly dispose of your body in a dark alley somewhere (and then Dave and Rick would dispose of my body in that same alley).  But I digress.  As we do with all of our Client Highlights, we asked Rick and Dave to answer a few questions about what they see in business and how our firm can help them:

1.    What have you or your organization done to remain competitive and successful?
Dynamic Realty is redesigning our operation in order to more adequately respond to the expectations of today’s home buyers and sellers.  We are deploying small “client specialization” teams throughout the state.  These teams will be available to the customers who want more than what most general practitioner Realtors can provide.

Our “client specialization” agents will have expert knowledge of their specific real estate customer’s needs.  The market has become too diverse and complex to be a one-size-fits-all Realtor.

2.    What do you or your organization foresee as the greatest business obstacle in the near future?
One of the more serious obstacles facing our industry is over-manipulation of the housing market by the federal government.  It can be very challenging to stay ahead of knee-jerk reactions that will at best produce only short term solutions and unfortunately only create bigger problems.

3.    What do you enjoy most about your work?
Being a vital participant in a home buying or selling experience that has a happy ending.  Most of the time it’s easy to conduct the mechanics of buying and selling…but it’s something much different and far more satisfying to finalize a transaction and leave a trail of raving fans of our organization.

4.    What has the Blumer firm done to assist you in furthering your business and its operations?
We chose the Blumer firm because they weren’t like the other run-of-the-mill accounting firms in town.  They offer a fresh and innovative perspective on service and process that was a perfect match for the way we are expanding our company. They provide us access to resources that we can’t get or would be value prohibitive for us to do on our own.

Giving Dynamic a New Perpective!

Giving Dynamic a New Perspective!

Dave, Rick and Jason Geeking Out!

Dave, Rick and Jason Geeking Out!

Devising the Plan for Future Growth

Devising the Plan for Future Growth

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Dr. Steven Trocha, Julienne Correa and Jason M. Blumer

Dr. Steven Trocha, Julienne Correa and Jason M. Blumer

Julienne Correa is one of those people who tells you what she is thinking.  She doesn’t hold anything back.  And being fluent in a few languages, she has a lot of words she can use too!  And we love that type of client – a very intelligent client committed to true relationships usually means we can really help them!  Julienne Correa is no exception.  She and her husband, Dr. Steven Trocha, rely on us for solid tax advice, advice on business setup and opportunities for new technologies.

Blumer has an idea (Julienne ain't buying it!)

Blumer has an idea (Julienne ain't buying it!)

We met together recently at their beautiful home off of August Road (filled with art created by her Mother) and talked about her business.  She started Pronto Labels out of her home many years ago, and took iron on labels for clothing to the masses.  Whether its children’s clothing, senior residents, child care centers or camps, Julienne and her team offer amazing prices on iron on labels, and ship around the world!  She continues to this day to follow a simple business formula: (1) provide straight forward information to your clients, (2) give them great customer service and (3) deliver quality products.  This is one formula we could all learn from!  And the formula continues to offer great growth year after year.  No frills, no big advertising budget, just a simple business model that is executed with amazing precision.

 

Julienne and Jason both talking (...as usual)

Julienne and Jason both talking (...as usual)

Julienne has grown her business truly online for many years (before it was popular), and has now had to outsource part of the delivery system to other staff.  She works virtually from her home, and with her solid focus on building a website that has hit Google’s #1 page rank for many years, she is going to be a solid online business for many years to come (google “iron on labels” to see what I mean).

We asked Julienne to answer our four questions.  This is what she said:

1) What have you or your organization done to remain competitive and successful?  Keep to simple. Be forward thinking.  What worked yesterday may not work today.  Embrace technology.  Remember who you are working for: your clients.  Make the process of clients dealing with your business very easy.

Top 3 questions clients want to know:

1) What you sell and why you are different than you competition.

2) How much it costs.

3) When they can get it by (i.e. how long it takes for you) to make it and how long it takes for it to be delivered.

The rest are details.

Remember: You are not working for you but for them.  So if you are writing a business website make it simple and to the point.

2) What do you or your organization forsee as the greatest business obstacle in the near future?  The same as it has been for the last 9 years.  LISTEN, READ, ASK, THINK AHEAD and KEEP IT SIMPLE.  Our biggest problem is embracing how Pronto Labels has grown and how to effectively manage the growth.  How big is too big?  I have had to really start taking a hard look at my personal priorities.  How much personal space do I want to give work?  High season is the summer months when my kids are wanting to jump in the pool and be with mom.

3) What do you enjoy most about your work?  The fact that it is truly a virtual business.  I set my own hours (even though sometimes it is many), and that I get to work with forward thinking people and get to speak to customers from all around the world.

4) What has the Blumer firm done to assist in furthering your business and its operations?  I consider Jason and his team to be not only my yearly accountant but a professional that I can talk to about new business technology that I have been toying around with.  They embrace the new technology that is out there and push their clients to “open their minds”.  They offer effective business coaching.  I read those blogs they post!

...a little more education.

...a little more education.

Julienne, we love to serve you!  Thanks. 

A shot of the deck and backyard

A shot of the deck and backyard

"Let's buy one of these!"

"Let's buy one of these!"

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Jason M. Blumer, CPA and the Remigailo Dental Practice

Jason M. Blumer, CPA and the Remigailo Dental Practice Team

 All pictures by Chris Rank of Rank Studios, LLC of Atlanta

 

The August Client Highlight is of Richard V. Remigailo, Jr., DMD, LLC in Atlanta, GA.  We’ve been serving the Remigailo team for a couple of years now, and they have been a wonderful client to work with.  Dr. Remigailo is at the top of his technical game, and is very interested in the productivity, profitability and efficiency of his practice.  I’ve learned much from Dr. Remigailo!

 

 

Homey and Dude

 

Time for some Instruction!

Time for some Instruction!

 As with all of our Monthly Client Highlights, we asked Dr. Remigailo to answer four questions for our blog:

1.       What have you or your organization done to remain competitive and successful?

We have found success in forming caring relationships with our patients.  We recently invested in building a brand new facility with all the most modern dental technology.  Patients really love our new office but ultimately they need more than this.  They need to know that we care about them as a complete person.  We find that as our culture increasingly sees medical and dental care as a commodity, we can stand out by focusing on treating our clients like family.  This requires taking more time with each patient.  In order to do this, we have proactively structured our schedule to create time to listen to our patient’s needs and customize their treatment to achieve their goals.

Occasionally a patient will leave our practice because of a change in their dental insurance requiring them to use a larger dental clinic that is less expensive.  More times than not, they will return to our practice and say, “I did not have a good experience at that big clinic.  I felt like I was just a number to them and I had a different dentist every time I went.  It is worth paying a few more dollars more to receive great dental care.”

We find that patients not only want “high-tech” but also “high touch” dental care. 

2.      What do you or your organization foresee as the greatest business obstacle in the near future?

The rise in unemployment and losses in the stock market are the biggest reasons patients have avoided or delayed dental treatment this year.  Patients who are out of work and uninsured are unable to move forward with any major dental work.  Many of our retired patients rely on their investment income to pay for any treatment outside of routine professional cleanings.

The possibility of an increasing tax burden, new federal regulations on small businesses, and changes in dental insurance reimbursement are also large concerns in controlling business costs in the future. 

3.      What do you enjoy most about your work?

I very much enjoy the friendships we form with our clients over time.  Helping patients feel and look better and maintain the health of their teeth for their lifetime is very rewarding and I believe truly enhances their quality of life.  Helping a new patient overcome their fear of dentistry and hearing them say, “I don’t know why I was so worried about that, it really wasn’t bad”, is always a highlight as well.  

4.      What has the Blumer firm done to assist you in furthering your business and its operations?

Jason and his team have always provided us with excellent management and tax advice.  When we first started working with their firm a few years ago, Jason pointed out that we really didn’t need to pay them to generate the monthly reports that our previous accountant had provided because we could easily do it ourselves on Quickbooks.  He helped us set that up and save a few hundred dollars a month by using our software effectively.  I appreciate Jason’s progressive thinking and attitude that doing things best often means changing some of the old management paradigms. 

When we built a brand new dental office last year, Jason and his team were instrumental in helping us maximize our tax deductions and depreciation of the building and equipment costs.  It has been great to be able to refer several of my friends and colleagues to Jason for their accounting needs.  Thanks for taking such great care of us Jason.

Who's Teaching Who?

Who's Teaching Who?

 

The CPA Becomes the Dentist!

The CPA Becomes the Dentist!

 

Dentists are a hoot!

Dentists are a hoot!

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July’s highlight this month is of our firm’s technology/IT contractor.  M2 Technologies, Inc. has also been a client of our firm since their inception, and their abilities to fix or handle any computer-related problem is unmatched by any other contractor we’ve seen.  They quickly handle all of our computer repair requests, the problems with synching all of our tech toys to our network and, lately, how to implement new Apple products into our PC world.

 

l to r: Matt Marks, Jason M. Blumer and Dan Guerrant (of note: we all have large foreheads to hold our extremely large brains)

l to r: Matt Marks, Jason M. Blumer and Dan Guerrant (of note: we all have large foreheads to hold our extremely large brains)

Matt Marks sells middle to high end accounting software called VisionCore and NetSuite and supports his clients from his Greenville office, while Dan Guerrant handles all tech and computer related requests for their clients.

M2 Technologies, Inc. has been an outstanding support to our firm, and is always available when we need them.

As with all client highlights, we asked M2 to answer four questions for our readers:

1.  What have you or your organization done to remain competitive and successful?

Personal customer service has been our strength over the years.  Our customers have access to us via cell phone, email, and office line.  We do our best to respond as quickly as possible and our customers know that and appreciate it.

2.  What do you or your organization foresee as the greatest business obstacle in the near future?

I believe the biggest threat to our small business is the burden of government.  The tax burden on small and medium size businesses is constantly increasing and as obtrusive legislation like cap and trade becomes law, the trickle-down effect from larger businesses will definitely impact us and our customers negatively.

3.  What do you enjoy most about your work?

Two things that we enjoy about M2 Technologies are the line of work we are in and the friendship we have established with our customers. 

4.  What has the Blumer firm done to assist you in furthering your business and its operations?

When we started M2 Technologies back in 2003, Jason and Marc were there to advise and strategize with us on everything from incorporation to payroll and tax planning.  At the end of every fiscal year, we have been able to sit down with them and go over our books.  This has helped us see where we’ve been successful and where we need to focus for the future. 

Thanks, Jason M. Blumer, CPA

 

We're all giggles.

We're all giggles.

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from l to r: Bill Wrabiutza, Donna Sanford and Jason M Blumer
from l to r: Bill Wrabiutza, Donna Sanford and Jason M Blumer

I’m a little late on the June Client Highlight, but it’s time.  This month’s highlight focuses on an innovative insurance agency in Powdersville, SC we’ve served at our firm for a number of years.  We started serving the Heritage Insurance Agency, Inc. when they first started out.

And they did it the hard way – they started their agency from scratch.  Most businesses start by purchasing agencies, or merging with already established agencies.  But if you are able to weather the storms of starting your own agency, you don’t have to pay the heavy prices to purchase an agency.

Donna Sanford, the owner, has learned the struggles of employee retention, training, earning the right to offer the products of larger insurance carriers and intense customer service.  And she’s done a great job – her agency continues to grow and prosper, and we’re glad to use her firm for our insurance needs.

Another shot of the Heritage Insurance team

Another shot of the Heritage Insurance team

We asked Donna to answer the four questions we ask all of our clients who participate in the monthly Client Highlight (see some of our other Client Highlights here):

1. What have you or your organization done to remain competitive and successful?

As an independent agency we can offer our clients what direct writers cannot; More Choices and Better Rates.  We combine old fashion values and service with only select companies that provide stable financial stability.

-Advice from an insurance counselor who is licensed in the many aspects of auto, home, business, life and health insurance products.

-Competitive Price from an independent business person that is licensed with multiple companies.

-Personal Service from one of our licensed agents and to better serve our clients we have aligned the agency with the company service centers that offer extended service hours.

2. What do you or your organization foresee as the greatest business obstacle in the near future?

The economy has been difficult on individuals and businesses. We are consistently working with our clients and prospective clients to minimize their premiums without sacrificing coverage.

3. What do you enjoy most about your work?

Helping people make the right decisions when it comes to their insurance needs.


4. What has the Blumer firm done to assist you in furthering your business and its operations?

Jason, Lisa and the whole Blumer team have been very accommodating to our accounting needs no matter how small or large the issues are at hand. I have used the Blumer firm for almost five years now and they have consistently kept my business in line so I can focus on other things. I highly recommend their services.

Thanks, Jason M. Blumer

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Dude and homey.

Dude and homey.

from l to r: Dawn Coombs, Jim Coombs, and the ellusive "anti-accountant"

from l to r: Dawn Coombs, Jim Coombs, and the allusive “anti-accountant”

This month’s Client Highlight is of our long-time client, Jim Coombs Contracting, Inc.  We have seen their business change greatly over time, and the Coombs have come to heavily rely on our firm to help them wade through the many challenges of how their specialty contracting business has grown over time.

They travel to many states and Mexico installing basketball goals, science lab cabinets, bleachers and clean rooms.  That’s the only type of specialty contracting that they do… and Jim is well knownfor it.  He is a master in his industry and he and his installers are sought after to do this specialty type work more and more.  Dawn runs the company from their headquarters in Easley, SC and interfaces with us on most accounting, financial and tax issues.

They are very dedicated to their business, they are very wary of the changes coming in their business and they are VERYcool (Dawn and I pass iTunes music back and forth often… from rock ‘n roll to rap to blues).  Here is a tattoo picture to prove that point:

Dawn's latest edition...

Dawn's latest edition...

 As with all of our Client Highlights we ask our clients to answer four questions about their business.  Here they are:

What have you or your organization done to remain competitive and successful?  In contracting, integrity and accountability are too often a challenge to acquire for customers in need of a service.  We work in educational and industrial facilities where the dues and demands are high.  We have tried our best to keep prices competitive for the services we provide, but still we are not the least expensive; however we are cost effective. For sixteen years now we have always done what we said we were going to do and when we said we would do it. In times when we couldn’t, we called the customer to make what ever changes were needed.  We have been willing to be inconvenienced within reason to get the job done when required. I feel that due to these few simple principals, we have been a success thus far.

What do you or your organization foresee as the greatest business obstacle in the near future?  We are seeing prices drop as people are becoming out of work. We have seen many purchase orders postponed or cancelled.  Finding a way to maintain a profitable volume to keep our employees working is a challenge right now.

What do you enjoy most about your work?  The people and travel. As a specialty installation service we get into many interesting projects that take us all over the country. Our athletic equipment installations keep us in the southeast. Our industrial laboratory and clean room installations have taken us to the four corners of our great country and into Mexico. We are seeing places and experiencing things we otherwise would not.

What has the Blumer firm done to assist you in furthering your business and its operations?  Mostly, helped us understand our business. For years we have been unsuccessful in finding an accounting firm to help with financial decisions. As a working-in-the-field business owner and manager, sometimes we don’t step back far enough to see the big picture. I believe that the Blumer firm does. The answers we get are not always what we want to hear. But, having experienced NOT heeding to the good advice once given had profound consequences. We now understand the value of the Blumer firm and their ongoing efforts to serve. 

Thanks, Jason M. Blumer

 

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Deb Sofield Opening the First Monday Meeting

Deb Sofield Opening the First Monday Meeting

Deb Sofield has been a great addition to the Blumer & Associates CPA client list.  Her wit and humor lighten up our office when she comes in (especially when she is bringing donuts).  And her abilities to inspire us and the surrounding Greenville area make you wonder why she never ran for political office.  Oh yeah.  Deb has been on the political scene for quite some time.  She was elected to the Greenville City Council and elected to the Commission of Public Works for the Water System (the first woman to ever hold this position).  Anyway, we love to see Deb coming because we know we are going to enjoy the visit.  She just makes you feel good when you hang around her! 
 
Which is what makes her good at her job – an Executive Speech and Presentations Coach.  If you need polishing, Deb is the woman for the job!  From a simple interview to a major award acceptance to the inaugural address, she can make any “Joe” become a blazing ball of speech-induced fire which rains down a wrath of words wrought for memorizing effectiveness upon your feeble ears!  Bow, you fool, to the awesomeness that is “Deb Sofield.”  Just ask Lockheed Martin, or Michelin North America, or the Greenville Hospital System, or Harvard University, or the Yale Women’s Campaign College, or any of her other amazing clients that rely on Deb to help them wade through the difficult world of speech-making (or maybe that’s “speech-giving”).
 
Anyway, if you talk then you need to hire Deb Sofield.  You’ll talk better… we promise.  You can see the 15 pages of awards she has won on her website here:  http://www.debsofield.com/
Deb giving the jokes to open the meeting... a very popular time at the First Monday meetings

Deb giving the jokes to open the meeting... a very popular time at the First Monday meetings

1.  What have you done to remain competitive and successful? 

I speak nationwide and am fortunate that one event always leads to three more. I work at being the best in my business. I have a large private client business and that keeps me constantly working to make sure my coaching is up to date with the current media saturated environment. I do a good bit of work in the area of spokesperson training and media coaching simply because if the client makes a fumble – someone has to pick up the ball and keep going – I help the team pick up the ball. The majority of my work is in training for public speaking and presentation skills, and job interviews. I do a good bit of work with young people who are looking to get into college, law school, or medical school. Interview training is a great investment if your young person is heading out to the job market. And for those who have been kicked around in this job market it is good to polish up your interview skills so you will land the job you desire.

2.  What do you foresee as the greatest business obstacle in the near future?

It is a catch 22 – people say they cannot afford a speech and presentations coach – when in reality if you believe you make an impression within 7-22 sec. you need to understand just how critical that split sec. is when it comes to people viewing you as a successful, intelligent, articulate person. Spending money on yourself is the greatest investment you can make.

That being said, taking care of others always gets in the way of taking care of you. And if truth were told – most people think they are “good enough”. I find that concept interesting – presidents of corporations, politicians, road show guys, sales teams, think they get by because they are the top dog – when in reality (and they know it) most folks who have to listen to them think they are a dud because they do not care enough about the staff or audience to take the time to be excellent. Excellent comes with practice. I know – I know I hear it all the time – “well I just speak off the cuff…” good for you – in your small world to think your audience is not worthy of your best.  I would never hit the stage without a coach.

Another avenue is media – do you have a crisis plan – who will be the company spokesperson, who will assure the public your product is safe, who represents you? If you have not taken the time to create your future – those who hope and wish and pray that you fail will create your future for you. Media is 24/7 – you’re dreaming if you think your day is not coming around the track. Be prepared.

3.  What do you enjoy most about your work?

I am an executive speech and presentations coach and what I can teach you can change the way you are perceived in today’s marketplace. From the minute you walk in to the moment until you walk out – you make a statement. And unfortunately, for many people they don’t even know what they are saying. It’s really more than your clothes (although that is important) its your mannerisms and gestures and twitches and mouth movements and all the little things you should have listened to your mother about but did not and now you are wondering why you are not more successful.

I have the most amazing job that is two fold – you’re speaking ability and your person. With regard to your speaking ability within the first hour I can see someone change right before my eyes. When folks come in with a presentation that must be amazing and their fear is high – many times by restructuring the presentation, adding in stories or one liners or quotes or a great thought for the day – you can take an average presentation/speech/talk and make it interesting and memorable. Now not everyone is a wow type of person but a good coach can polish you and your presentation to a shine in such a way that it does not overshadow the natural you.

You want people to say, “I could have heard him all day…” instead of “he went on all day…” with a sigh. Executive Speech and Presentations coaching helps you craft a message that can be remembered and repeated. I heard a speaker once say; each sentence is worth $30.00 now give me your 3 $10.00 words. What that is saying is without a good speech coach you’re wasting time – the audience’s and frankly your own. Why be average – when you could be great.

On the personal side, the first thing I focus on is the actual person sitting in front of me. How do you look, for so many men – I have to be the barer of bad tidings that they have nose hair, or ear hair, or the back of the neck hair that would scare a small child, or they need a new belt, polished shoes, a new tie (if threads are springing forth at the knot – toss it) or a new suit in a color that blends with their skin tone. For men – many times my initial work focuses on the physical and then we begin the discovery of their verbal and personal power needs.

For women it may be the curve of the eyebrow or a hair color that looks a little more natural with your skin tone.

With women my work does not focus as much on the physical part – but more in the direction of self-esteem and personal power. As women, because we are taught at an early age to be small and petite and pretty…. we lose the nerve to be big, bold, beautiful and articulate.

4.  What has the Blumer firm done to assist you in furthering your business and its operations?

Sitting with Jason and him understanding how my job is in the realm of creative and not 9-5 helped me structure the financials so it is easy input on the computer for my financial files. I travel worldwide and I needed a financial structure that could take advantage of all the legal deductions to keep me in line with my taxes – and I have full confidence in the firm to make sure I am taking care of business…so I can take care of business. I really like the Thriveal blog – it is a good read when I am on the road or just working in my office. Frankly, I like a firm that is technologically savvy to keep up with this ever-changing world. Thanks guys!

Deb Sofield and Jason M. Blumer, CPA (yes, I'm at the The Poinsett Club without a coat and tie on)

Deb Sofield and Jason M. Blumer, CPA

Deb and Jason beat-boxing "America, the Beautiful" for an adoring crowd

Deb and Jason beat-boxing "America, the Beautiful"

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The Decorator's Inn, Inc. staff (and Jason who doesn't know anything about drapes)

The Decorator's Inn, Inc. staff (and Jason who doesn't know anything about drapes)

Legend tells of legendary clients whose knowledge of the world of business is the stuff of Legend

It’s time for another post about our [legendary] clients and their awesome abilities to thrive in these bleak business times.  The Decorator’s Inn, Inc. has been designing high-end homes, medical offices, churches and corporations for over 25 years!  Their love for the client and the warmth of the staff make them truly a different kind of design firm.

Kathy Campbell leads this innovative group and has over 30 years of experience in design, construction and project management.  Their firm is truly unique in that they can not only manage the beauty of your project, they manage a full team of subcontractors and construction firms as well.  Kathy reads the blueprints of a construction project as a second language and knows how to apply the right hue to her client’s view (that’s a rhyme!).  

Visit their site and look through some of the awesome projects they have accomplished over their many years in business.

The Designers: Standing, Jamie Rikoff, Jodie Vicars and Kelly Arthur, Sitting is Kathy Campbell

The Designers: Standing, Jamie Rikoff, Jodie Vicars and Kelly Arthur, Sitting is Kathy Campbell

 Here are the four questions we ask every Client Highlight Participant to answer:

1.  What have you or your organization done to remain competitive and successful?

One thing we have done is carved out a niche designing for a lot of Medical facilities over the past several years.  We have partnered with local architects and general contractors over the past couple years and feel that we offer a specialized service to these clients that is unmatched by our competition. The experience we have gained working on these projects gives us a leg up on the competition when it comes time to interview for these big projects. Beyond that, we always strive to give each client a level of service that cannot be matched by big box retailers/corporate chains.

2.  What do you or your organization foresee as the greatest business obstacle in the near future?

Well, we are tied in closely with the construction industry, which has to be one of the hardest hit during this economic disaster.  Acquiring new business will definitely be a challenge based on the lack of construction going on. Also, it will be a challenge to seek repeat business from clients just based on personal priorities. I am sure clients are taking a good look at their spending and determining what expenses are necessary.

3.  What do you enjoy most about your work?

I guess I’d have to say the versatility of being able to use your creative abilities as well as learn as much as you possibly can about the business aspect of your company.  Staying abreast of the latest trends and technology involved in a product and how to portray that to the end user, your client. There are so many aspects to running a successful company that there is definitely never a dull moment. Things are constantly changing and you have to be able to keep up with those changes or you will find yourself lagging behind your competition.  Last of all, I am a service-oriented, nurturing sort of person so this is a win–win situation for our clients and us.

4.  What has the Blumer firm done to assist you in furthering your business and its operations?

Jason and Marc have both been instrumental in the success of The Decorator’s Inn. Beyond the normal tax issues that need to be addressed, the Blumer firm goes above and beyond when it comes to helping us with financial planning, which ensures that we are maximizing our profits. Although not always what you want to hear, Jason and crew will always level with you and always give sound business advice, and for that we are most thankful. 

"There is no charge for awesomeness... or attractiveness!"

"There is no charge for awesomeness... or attractiveness!"

Jason M. Blumer, CPA providing business planning to the Campbells (from l to r: Jim, Wes and Kathy)

Jason M. Blumer, CPA providing business planning to the Campbells (from l to r: Jim, Wes and Kathy)

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It’s time for another Client Highlight! We’ve gotten a lot of response from these posts. Our clients seem to enjoy seeing the other great clients we serve.

Portland Studios, Inc.is on tap for this month’s post. We’ve not been working with them for too long but have enjoyed getting to know Jamin Micah Jantz, the CEO of the group. His innovation and leadership at the studio are really making this design and illustration firm soar in market presence, efficiency and productivity. We’re glad to know them and show them off to you! (we’re proud of who we serve).

Whether it’s illustration for the book publishing industry, animation or their ever growing abilities in the areas of interactive web, Portland Studios, Inc. is rising to the top of their industry as a leader! Their award-winning illustrators are known to the nation (including the New York publishing industry) and some of the talent on board is truly mind blowing.

See examples of their illustrator’s work here, here, and here. Play some of their interactive web games here, here and here. And see their web design projects here, here and here. Man, they even have an online store where you can buy things: check it out.

Jason M. Blumer, CPA and Jamin Micah Jantz, CEO holding hands

Jason M. Blumer, CPA and Jamin Micah Jantz, CEO holding hands

As we usually do, we asked Jamin to answer four of our questions for our readers. Here they are:

1.  What have you or your organization done to remain competitive and successful?

One unique benefit of operating in the south but working with clients in New York allows us to bill high rates, but generally undercut the competition. We’re focusing a lot of energy right now to expand our client base in order to mitigate the risk of clients dropping off the radar due to financial hardship (which has happened recently). 

Additionally, we’re working to increase current residual income streams to lower our dependence on a constant stream of client work.

2.  What do you or your organization foresee as the greatest business obstacle in the near future?

The current economic situation has definitely affected Portland Studios. We work with a lot of publishers as well as creative agencies. The publishing industry is getting hammered right now and the client’s creative agencies work for are getting their advertising budgets slashed which, in turn, filter down to us.

Additionally, working in a creative environment can be emotionally exhausting as each employee invests so much of himself into each project. It’s a challenge to maintain that energy so that every project reflects the high artistic standards we claim to demand of ourselves.

3.  What do you enjoy most about your work?

Portland Studios is unique. Most of us have known each other for many years prior to Portland starting up. While working with close friends definitely has its own challenges, it allows us to enjoy a relaxed atmosphere while still being productive. The relationships also help us tackle wildly creative and team-based projects. And we’ll periodically play Risk™ over several weeks, 1-2 moves a day. We call it a team-building exercise, but really there’s a lot of false alliances and betrayal. I’m not sure how profitable it really is; but it’s fun.

4.  What has the Blumer firm done to assist you in furthering your business and its operations?

Jason helped us to redo our financial books to capture, process and distill vital information in our firm. In the past, the management team relied on gut feelings or long, manual calculations. Jason’s helped us take a step up from an upstart creative firm to one that can grow and plan for the next decade. 

Discussing the strategy behind PS operations, and how to enhance the flow of information using QuickBooks.

Discussing the strategy behind PS operations, and how to enhance the flow of information using QuickBooks.

Additional work on the details of QuickBooks reporting

Additional work on the details of QuickBooks reporting

Jamin showing Jason how he performs the breast stroke. Huh?

Jamin showing Jason how he performs the breast stroke. Huh?

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