Resource Browser

10/24/2019
Jason Blumer

My Wish for Creative Accounting Firms

We’ve been consulting, leading, and speaking to accounting firms for many years now (and running our own firm since 2003). We’ve done this work...

09/26/2019
Jason Blumer

Beautiful Minds

My partner and I have been learning so much lately about the beauty of minds. Not all minds are made alike, for sure, and...

08/22/2019
Jason Blumer

What is Consulting and How Does a Firm Begin to Perform This Work?

My partner and I have been performing consulting for years. We fell into it with a particular client. We enjoy selling things we’ve never...

07/04/2019
Jason Blumer

Dare to Brand Yourself

What brands do you love? Apple? Nike? Billiam (a local favorite)? Why are you attracted to that brand? Something draws us to fashion, food,...

06/11/2019
Jason Blumer

Technology Perspectives in the Accounting Profession

I remember when I realized our firm could operate virtually back in 2011. Our firm was started by my father in 1997, and I...

05/13/2019
Jason Blumer

How are Advisory Firms Differentiated?

How can you tell the difference between a firm that is only claiming expertise as an advisor and one that is truly the earned...

04/15/2019
Jason Blumer

Team Models at Various Firm Sizes

As we’ve consulted with many firms on growth, studied many books on the subject of healthy growth, and written tons of content on firm...

01/07/2019
Jason Blumer

Making a Commitment to Messaging

In the years Julie and I have been consulting and coaching firm owners, we’ve learned a lot about the value of messaging. Messaging is...

03/26/2018
Jason Blumer

Firm Owner Health Activities

As I consider the foundational components or requirements to scale a firm, one thing I would list is ‘Owner Health Activities.’ The more my...

01/22/2018
Jason Blumer

The Truth About Marketing and Design for Your Firm

I was working with a firm owner recently, and we were exploring where his clients were really coming from. He has been growing, but...

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