We proactively lead clients to equip them for growth.
Joined May 2009
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Jun 9
The real question isn’t:
“Are you using AI?”
It’s:
“How are you using it—and where do you draw the line?”
Wanna hear our thoughts on AI and how we use it in the firm? blumercpas.com/what-we-wont-…
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Jun 4
Your “40-hour” team is probably delivering closer to 25–30 hours of real, focused work after meetings, clearing emails, etc.
Most teams are operating with less capacity than they think—learn how to see it clearly. Learn more at our LIVE Scaling Workshop in the comments...
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Jun 1
We use AI.
Here’s what we won’t do with it:
No training on client data
No unreviewed outputs
No replacing human judgment where it matters
AI is involved in the process.
Not in the final responsibility.
Check out our blog blumercpas.com/what-we-wont-…
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May 29
Efficiency in professional services doesn’t reduce value.
It shifts it.
Less time on:
⏱️ assembling reports
More time on:
⏱️ catching issues early
⏱️ advising proactively
⏱️ helping you make better decisions
That’s not a discount.
👆 That’s an upgrade.
(Link in comments)
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May 22
Old way:
Run reports → export → clean → analyze
New way:
Ask a question → get an answer
But here’s the catch…
Getting a fast answer doesn’t mean you know what to do with it.
That’s still where advisors earn their keep.
(Link in comments)
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May 20
We’re excited to officially announce our new LIVE Scaling Workshop in Dallas, TX this September.
👉 Registration is now open!
Details tickets here:
scalewithpurpose.info/live-s…
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May 20
👉 Registration is now open for the LIVE Scaling Workshop in Dallas, TX.
Details tickets here:
scalewithpurpose.info/live-s…
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May 15
Your accountant shouldn’t be spending their morning formatting spreadsheets.
They should be thinking about your business.
That’s the real ROI.
(Link in comments)
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May 12
We didn’t adopt AI by just handing the team a tool and saying “go use this.”
We built a training environment first.
His name is Chad.
(Link to article in comments)
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May 8
If your financials are “clean”… are they actually right?
That’s the shift happening right now.
AI can tell us if something reconciles.
It can’t tell us if something is off.
That’s still human work.
And honestly—it always was.
(Link in comments)
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May 6
Most service businesses don’t hit a growth ceiling because of demand. They hit it because of capacity.
If your growth has slowed (or feels chaotic), it’s worth asking:
👉 Is it actually a capacity issue?
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Apr 28
AI is just a tool.
The fundamentals don’t change:
Understanding clients
Building relationships
Providing clear guidance
Helping people make better decisions
Technology should strengthen those things.
Not replace them.
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