Blumer & Associates

What Blumer & Associates does

Blumer & Associates (operating as Blumer CPAs) is a private professional services firm founded circa 2002 by Jason Blumer, CPA, and headquartered in Greenville, South Carolina. The firm delivers an integrated suite of services to small and mid-sized creative-economy clients, organized around five practice areas: Accounting Services (controllership, bookkeeping, payroll, contractor management), Tax Strategies (individual and corporate planning, multi-state entity work, compliance), Financial Growth Advisory (metrics, budgeting, cash forecasting), Growth Consulting (onsite transformation retreats, consultative assessments, business model design), and a dedicated Solo Consultants & Online Creators practice (dedicated accountant, coaching, 12-month subscription pricing). The firm operates under a stated "Human First, AI Forward" philosophy, combining human advisory with generative AI tooling. Its technology stack includes commercially available generative AI products (ChatGPT, Claude, Gemini) and a custom internal GPT named "Chad," used to accelerate service delivery while keeping human judgment at the center of client-facing work.

The firm has codified its approach in several proprietary methodologies: a Strategic Calendar Workblocking (SCWB) capacity-management system in which partners block calendars 12 months in advance; a "Six Non-Negotiable Metrics" framework for service-business benchmarking; a five-principles methodology for generative AI usage (role/context framing, quality criteria, structured outputs, calibration examples, transparency about uncertainty); and a consultative assessment protocol that combines interviews, team-wide surveys, and partner-led retreats. Co-owners Jason Blumer (CEO) and Mariela Reiss (CPA/Tax Manager), together with COO/Partner Julie Shipp, personally lead consulting engagements rather than delegating to junior staff. The firm generates revenue through professional services fees with upfront pricing, and uses a hybrid sales/community go-to-market: direct sales-led engagement via website intake, plus invitation-only quarterly entrepreneurial discussion groups that serve as a top-of-funnel relationship channel.

Name

Blumer & Associates

Legal name

Blumer CPAs

Website

https://blumercpas.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Blumer CPAs is a private Greenville, SC-based professional services firm serving creative digital agencies, nonprofits, and solo consultants with accounting, tax, financial advisory, and growth consulting under a "Human First, AI Forward" operating model.

Ownership category

akta.pro rank

Product category

Professional Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Record-to-Report (R2R) Operations (End-to-End Accounting Ops, Statutory Pack Support) (BPAAAGAL)

Keywords

• CPA firm services
• Accounting and bookkeeping
• Tax compliance planning
• Financial growth advisory
• Creative agency consulting

Headquarters

HQ city

Greenville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Accounting & Bookkeeping Services: Controllership services, accounting and bookkeeping, payroll and contractors management. Core compliance and operational services for clients.
2. Tax Planning & Compliance: Individual and corporate tax planning and strategies, multi-state entity setup and review, ongoing tax compliance.
3. Financial Growth Advisory: Metrics and financial analysis, financial efficiency process building, budgeting and cash forecasting.
4. Growth Consulting & Coaching: Onsite transformation retreats, consultative assessments, business model planning and design. Individual owner/partner coaching (75-minute sessions, 3-session minimum commitment). Proprietary consulting protocol for companies in growth mode.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Blumer & Associates (Blumer CPAs) is a full-service CPA and consulting firm that provides accounting and bookkeeping (controllership, payroll, contractors), tax planning and compliance, financial growth advisory (metrics, budgeting, cash forecasting), growth consulting (transformation retreats, business model design), and owner/partner coaching for creative digital agencies, nonprofits, and six-figure solo consultants and online creators. Engagements are scoped and priced upfront with ongoing advisory delivered under a Human First, AI Forward operating model.

Product overview

Blumer CPAs operates as a full-service professional CPA firm rather than a technology product company. The firm offers an integrated suite of professional services organized around five core practice areas: Accounting Services (controllership, bookkeeping, payroll), Tax Strategies (planning and compliance), Financial Growth Advisory (metrics, budgeting, cash forecasting), Growth Consulting (transformation retreats, business model design), and Solo Consultants & Online Creators Services (dedicated accounting for independent professionals). These services are complemented by Coaching & Consulting for entrepreneurs seeking strategic guidance. The firm also provides educational resources including an eBook on pricing. All services are delivered through a 'Human First, AI Forward' operating philosophy that emphasizes human judgment over automation for client-facing work.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full-service accounting for creative entrepreneurs and agencies, including controllership services, accounting and bookkeeping, payroll, and contractor management. The firm develops processes, implements technology, and performs review to deliver accurate and timely financial statements.
• Tax Strategies Tax planning and compliance for individuals and corporations including multi-state entity setup and review. Each client goes through planning with the firm's tax team and Tax Manager, and preparation is delivered with clarity and no surprises.
• Financial Growth Advisory Financial advisory built on the firm's proprietary financial principles, including metrics and financial analysis, financial efficiency process building, and budgeting and cash forecasting. Targets service businesses at the $500K-$5M revenue complexity band.
• Growth Consulting Proprietary growth consulting for creative entrepreneurs using internally-developed growth models: onsite transformation retreats, consultative assessments, and business model planning and design. Designed to teach owners the MBA-style education in growth and scaling teams that they never received in school.
• Solo Consultants & Online Creators Services Specialized monthly subscription service for 6-figure solo creative consultants and online creators, including simple pricing on 12-month monthly contracts, a dedicated accountant (Customer Ally), and coaching as they grow.
• Coaching & Consulting Strategic consulting exclusively for entrepreneurs seeking to grow and scale, including quarterly invitation-only Entrepreneur Discussion Groups, individual owner and partner coaching (75-minute sessions, 3-session minimum commitment), and a proprietary consulting methodology using interview/survey Insights Document assessments and owner/team retreats.

Quantifiable outcome

• 15-20% year-over-year revenue growth rate identified as strategic benchmark
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators3 records

Direct peers

• Bench: AI-driven bookkeeping platform serving small businesses. Competes with Blumer's controllership and bookkeeping stream on price and convenience.
• Ignite Spot: Outsourced accounting, bookkeeping, and CFO services firm. Overlaps with Blumer on controllership and financial advisory delivered to growth-oriented SMBs.
• CFO Pro Resources: Outsourced CFO and accounting firm specifically serving creative agencies and small businesses. Closest direct peer to Blumer's agency-focused growth and finance advisory practice.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for startups and SMBs. Comparable in providing outsourced finance stack though at a different scale and with a stronger technology platform.
• Bean Ninjas: Bookkeeping and financial management firm serving online course creators and digital entrepreneurs. Directly comparable to Blumer's Solo Consultants & Online Creators line.
• CFO Strategic Partners: Outsourced CFO and strategic financial advisory firm for growth-stage SMBs. Overlaps with Blumer's Financial Growth Advisory and Growth Consulting offerings.
• AccountingDepartment.com: Outsourced accounting and bookkeeping provider for small and mid-sized businesses. Comparable in offering controllership, bookkeeping, and CFO-level support similar to Blumer's accounting and financial growth advisory.

Broad incumbents

• BDO USA: Large national accounting and advisory firm with SMB and creative-industry practices. Competes for higher-end growth advisory and tax work that Blumer targets at smaller revenue sizes.
• KPMG Small Business Services: Big Four affiliate with SMB accounting, tax, and advisory practices. Represents the scaled incumbent alternative for clients graduating from boutique firms like Blumer.

Emerging players

• Botkeeper: AI-powered bookkeeping and accounting automation platform for SMBs and accounting firms. Emerging competitor in the same compliance-plus-adjacent-advisory space as Blumer.

Market position

Strengths4 records

Weaknesses4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubevimeo.com/blumercpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blumer & Associates