As I consider the foundational components or requirements to scale a firm, one thing I would list is ‘Owner Health Activities.’ The more my partner and I grow our firm, the more important this becomes. I’m not only talking about working out at the gym, though physical health is a component. There is more to […]
Jason
Blumer
Recent articles from Jason:
I was working with a firm owner recently, and we were exploring where his clients were really coming from. He has been growing, but he didn’t really have a website and he wasn’t really marketing. How can you grow if you don’t have a website, a logo, or participate in marketing activities? Similar question: why […]
Most clients pay us from January to December each year. We draft their fees monthly. Sweet cash flow! So every December, Julie and I go through client renewals with our clients. Though the renewal season is only a month, the process seems to take forever. Who will renew? Who will leave? Will someone step up […]
I’m excited to be speaking at this year’s QB Connect conference in San Jose, CA. It’s November 15 – 17, 2017, and you’ll want to register soon (seats are filling up fast)! Come hang out with me! I wanted to give a brief overview of what I’ll be sharing at QB Connect. My partner […]
I led with a provocative title. I hope I got your attention! I’m not just trying to trick you into reading this article; I actually believe the title is true. But I know it takes a while to get to a place where accounting firm owners can give up performing accounting. The whole reason I […]
Like any other company owner, firm owners face growth issues too. But many firm owners don’t view their firms as businesses to be grown and managed. Thriveal wants to teach firm owners to look at their firms like entrepreneurial businesses. For any entrepreneurial company, there needs to be a leader leading the firm through the […]