Resource Browser

06/11/2020
Jason Blumer

Integrating Our Firm’s Processes

Revised June 2025 I just spent a couple of hours on a Saturday detailing out a potential new high-value process in our firm that...

01/23/2020
Jason Blumer

A New Decade

Welcome to a new decade. That is so weird to write, but here we start a new decade. All of us. At this time,...

01/02/2020
Jason Blumer

Some Principles of a Team’s Growth

We were working with a client recently on their great desire to allow their team to grow in their roles. They told us the...

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...

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