Jason Blumer Speaker & Thought Leader

Jason Blumer, CPA.CITP, CFE (2011)

Demographics:

Name/Credentials: Jason M. Blumer, CPA.CITP, CFE

Employer: Blumer & Associates, CPAs, PC and THRIVEal, LLC

Title: Chief Innovation Officer and Founder

Address: 2724 Wade Hampton Blvd., Suite E, Greenville, SC 29615

Phone: 1.877.322.9939

Email: info@thriveal.com

Age: 40

Education: BA in accounting, Wofford College

Jason Blumer is All About Mixing it Up!
Progressive thinking and dedicated action have made Blumer a visionary to watch in the profession.

“It’s not your father’s firm” takes on a whole new meaning where Jason Blumer is concerned. With an understanding of the big demographic shift taking place (from Baby Boomers to Millennials), Jason set his mind to re-inventing his firm’s traditional service model to one that “speaks” to the up and coming entrepreneurial niche. Smart application of technology and best practices (and a somewhat bohemian dress code) has put Jason’s firm and management style on the map. He’s a mover and a shaker—mixing things up to break down the traditional mind set and emerge as a progressive, transformational leader within the profession.

Jason is not only dedicated to moving his firm forward, but also to educating the profession at large. Standardized workflow and paperless processes have helped his firm increase efficiencies and better serve clients, and it is his goal to make other firms understand the immense value of change in these areas. As such, he has partnered with State CPA Societies and trade media to host educational webcasts on managing a next generation CPA firm. He talks about his own successes and details the methodologies behind his transformation to help CPA’s envision how to implement the right technologies and best practices in their own firms.

Jason is a new-age thought leader, creating a fresh new mold for today’s CPA. In fact, his approach has been so successful that he has received his fair share of media coverage. Dedicated to educating the profession, he has also contributed several articles and operates a personal blog that focuses on how firms can harness technology and adopt a new mind set to better serve clients and take their firms to new and exciting levels. A few of his key contributions include:

Awards

Awarded Top 40 CPAs Under 40 by The CPA Technology Advisor

Feature Articles & Other Media Coverage (in order of oldest to newest coverage):

Pioneering the New Firm, featured in article WebCPA.com http://www.webcpa.com/ato_issues/24_3/pioneering-the-new-firm-53410-1.html

New Rules for the Next Generation Accounting Firm, feature article by Rick Telberg on CPATrendlines.com http://cpatrendlines.com/2010/02/01/new-rules-for-the-next-generation-accounting-firm/

New Rules for the Next Generation Accounting Firm follow-up mention from Rita Keller, CPA, firm consultant http://cpamanagement.blogspot.com/2010/02/new-rules-for-next-generation.html

Three Keys to Transform Your Accounting Firm, article on CPATrendlines.com http://cpatrendlines.com/2010/06/29/three-keys-to-transforming-your-accounting-firm/

Do I Really Need an Accounting Package?, Part 2, with Jason M. Blumer, CPA, guest blog post on Freshbooks.com, online time and billing software http://www.freshbooks.com/blog/2010/07/26/guest-post-do-i-really-need-an-accounting-package-part-2-with-jason-blumer-cpa/

Trust: The Foundation of Firm Culture, article on CPATrendlines.com http://cpatrendlines.com/2010/09/29/trust-the-foundation-of-firm-culture/

The ‘Certifiable’ Public Accountant: A Productivity in Practice Feature, professional firm highlight on The CPA Technology Advisor http://www.cpatechnologyadvisor.com/print/The-CPA-Technology-Advisor/The-Certifiable-Public-Accountant/1$3080

Don’t Believe the Lies, article on CPATrendlines.com http://cpatrendlines.com/2010/11/15/jason-blumer-dont-believe-the-lies/

Interview with AccountingWEB’s Jason Bramwell about the THRIVEal +CPA Network http://www.accountingweb.com/topic/accounting-auditing/new-network-focuses-closing-gap-between-old-and-young-accountants#

Moving to the Cloud is Bigger Than You Think :: Word from Jason Blumer, guest blog post at the Xcentric Blog http://xcentric.com/blog/moving-to-the-cloud-is-bigger-than-you-think-word-from-jason-blumer

CPAs and the Cloud: A Match Made in Heaven? A CPA Highlight and Podcast with Bill Sheridan of the Maryland Association of CPAs http://www.cpasuccess.com/2011/01/cpas-and-the-cloud-a-match-made-in-heaven.html

The 80/20 Rule: Examine Your Client Base to Get Rid of Excess Time-Wasters Blog Article for the Intuit ProLine Blog http://blog.accountant.intuit.com/ways-to-grow-your-business/the-8020-rule-examine-your-client-base-to-get-rid-of-excess-time-wasters/

SmartVault Case Study: Customer Success Story

Three Ways to Differentiate Yourself in a Crowded Profession Blog Article for the Intuit ProLine Blog http://blog.accountant.intuit.com/ways-to-grow-your-business/three-ways-to-differentiate-yourself-in-a-crowded-profession/

I Dream of Digital Blog Article for the Fujitsu ScanSnap Community http://scansnapcommunity.com/features/4026-i-dream-of-digital/

Regular Column in the CPA Practice Advisor Magazine http://www.cpapracticeadvisor.com/search?q=blumer

By-lined Articles:
Managing the Next Generation CPA Firm Article—A full-length article on best practices for creating a new-age firm
Tax Time Twitter—A detailed piece on the value of Twitter to CPA’s

Webcasts & Podcasts:

Jason hosts the popular THRIVEcast, a production of the THRIVEal +CPA Network, with his co-host Greg Kyte, CPA http://thriveal.com/the-dang-thrivecast/

The Future of the CPA Firm and the Impact of the Cloud, a podcast in partnership with the Maryland Association of CPAs and Bill Sheridan, Maryland’s E-Communications Manager and Editor http://macpamedia.org/media/audio/CPASpotlight/Blumer.mp3

Managing the Next Generation CPA Firm, webcast in partnership with California Society of CPAs, CalCPA Education Foundation, (cannot share link to the actual webcast per CASCPAs) http://webcast.educationfoundation.org/p53911868/

Boomers v. Millennials, podcast with Liz Gold, Editor, Accounting Tomorrow and WebCPA.com http://www.webcpa.com/podcasts/Jason-Blumer-Podcast-53081-1.html

Available Speaking Topics:

-Managing the Next Generation CPA Firm (focus: the future of the CPA firm)

-Value Pricing in a Commodity World

-Applying Design Thinking Concepts to a Professional Firm

-Using Social Media in a Professional Services Firm (focus: effective use of social media to promote a firm)

-Overcoming Client Objections to SaaS (focus: assisting CPAs with marketing SaaS services to clients)

-Financial Mind Management: Avoiding the Pitfalls that Play Mind Games with Your Money (focus: personal finance)

-10 Paradigm Shifts on the Horizon for the CPA Profession (focus: keynote speech on the state of the profession)

Blogs:
Blumer CPAs blog: http://www.blumercpas.com/blog

The THRIVEal CPA blog: http://THRIVEal.com/

Professional Associations/Offices/Certifications:

Member AICPA
Member, South Carolina Association of CPAs
Member North Carolina Association of CPAs
Member, Association of Certified Fraud Examiners (ACFE).
Secretary/treasurer for South Carolina statewide Palmetto Chapter of the ACFE
Past member of SCACPA’s Accounting Careers and Academic Relations Task Force

For more information, please contact Jennifer Blumer at (877) 322.9939 x. 102 or email jennifer@thriveal.com

Pictures (right click to download):