Jason M. Blumer, CPA, CEO of Thriveal and Blumer CPAs

Including A Mutual Fulfillment of Responsibilities Paragraph in Your...

We're in a 3 part series on how to make our client agreements smarter. Our goal is to clarify our client agreements and better support the relationship we desire with our clients.

A 90-Day Scope Check Clause (and why scope is your new best friend!)

As firm owners, we understand that managing scope is essential for profitability. However, it’s often more challenging than we realize, which is why our firm implemented the...

Building the Ideal Team in Your Accounting Firm

Top 5 Tax Season Capacity Management Tips for Virtual Firms

We tackled 3 big topics in our recent Canopy webinar: (1) Capacity Management, (2) Tax Season, and (3) Virtual Firms. Pull these 3 tricky aspects of firm management together and a...

Top 3 Business Best Practices of a Well-Oiled Accounting Firm

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

Client Management Strategies for Accounting Firms

9 Steps for Effective Client Onboarding

Onboarding is the process of seeking the right clients, and it encompasses your efforts to bring clients into the firm. It is the method by which you begin to prepare your...

Virtual Tax Practice Series By Jason Blumer

5 Ways to Grow Your Virtual Tax Practice

The 5 Steps to Starting a Virtual Tax Practice