July 1, 2014 was the Blumer CPAs 2 year anniversary of being a virtual firm. We messed some stuff up, but have also learned a lot. I believe our virtualness sets us apart, so we are committed to getting better at being a virtual firm. So that I can add to my learning around being virtual, I’m documenting 9 things we’ve learned in 2 years of being virtual.
First, let me define virtual. We do not have offices, and thus we don’t exist anywhere except at a web address. But you could have firm offices and still be virtual to your clients. In that scenario, the team still meets together in one location, but the clients may or may not come to your offices. I don’t call that virtual, I call that paperless. Virtual in my definition is when a client can not assume that they have access to you physically. It’s a totally different mindset, and that’s why I’m defining it. Read more