Introduction

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation:

• From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term “accountrepreneur” to describe this unique crossover.

• Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate becomes more pronounced. Roger and Jason emphasize how hiring the right operational staff is crucial for maintaining both efficiency and profitability.

• Navigating Business Growth: Roger and Jason explore the challenges that come with a growing company, particularly when hitting the 25-32 employee mark. Jason advises that this is the time for owners to pivot from revenue generation to focusing on visionary and managerial responsibilities.

• Building Effective Teams: Jason stresses the importance of defining clear roles and assembling teams that align with the business owner’s strengths and the company’s objectives.

• Leadership and Delegation: Learn how leaders can recognize when it’s time to step back from certain tasks and trust their team for the business’s sustained success.

• Supportive Environments and Constructive Feedback: Jason underlines the value of creating a culture that encourages feedback and the pursuit of external support systems to maintain accountability and the well-being of both the owner and the organization.

• Key Advice for Aspiring ‘Accountrepreneurs’: Listeners will gain insights into the mindset and strategies needed to successfully transition from a technical role into a thriving entrepreneur.

Stay tuned as we delve into these themes and uncover the lessons Jason Blumer has learned on his journey to building a successful and sustainable business. Whether you’re a CPA looking to branch out or an entrepreneur at heart, this episode is packed with actionable advice to help you grow and manage your venture effectively.

If you’re ready to take the next step on your Accountrepreneur’s Journey, give Universal Accounting Center a call at  801-623-6707 or schedule an appointment online at your convenience.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Jason Blumer

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Jason offer, join the community and save: https://thriveal.com/contact/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.

• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

• Professional Bookkeeper, PB

• Professional Tax Preparer, PTP

• Profit & Growth Expert, PGE

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777