We turn agencies into mature businesses.

  • COACHING

    Coaching is done with the owners of agencies and is for the one that is ready to reveal a new path to greater things in their company. Sessions are private, typically done in 1.5 to 2.0 hour sessions, and performed over skype. Our coaching, performed by Jason Blumer, is meant to unlock new ideas, help you deal with the complexities of growth, or simply offer more value to your customer while making more money in the process. 

  • CONSULTING

    If your agency is in need of an offsite retreat to bring a whole team closer to the purpose of the company, then consulting may be for you. Consulting is for the agency that is ready to invest in getting to a new level in their company. Consulting can help you solve problems, create new services, rebrand, niche, differentiate yourself, and merge or sell your agency. Consulting involves interviews at various levels in the company (owners, team, clients) and live offsites.

  • CONTROLLERSHIP

    With this service, we become part of your team by involving ourselves in the cash flow maintenance of the agency. Not only do we handle all accounting, bill pay and payroll issues of the company, we meet regularly with the key team to bring clarity as to how financial numbers help your company operate more effectively. We'll analyze processes, then we'll propose how we'll become more a part of your company by handling all of your internal financial affairs.

  • TAXATION

    Corporate, partnership and individual tax preparation and planning are core to any healthy organization. We take care of filing accurate returns, electing and choosing right tax structures for your agency, and looking ahead to see how tax planning can affect your future. Support for any and all tax notices is included with our services for the agencies and owners that we serve. We offer tax filing and planning for any agency in any state in the US.

  • ACCOUNTING/PAYROLL

    Regular monthly accounting and payroll services are the most necessary functions for growing agencies. Rarely is it profitable or wise to handle accounting and payroll internally on the inside of an organization. Our firm operates in cloud-based accounting technology products, giving us the fastest insight into the flow of financial data through your company. We offer accounting and payroll services for any agency in any state in the US.

  • TECHNOLOGY

    As a virtual company, it is a requirement that we serve our agency clients in cloud-based accounting technology. We make these choices for you, and with you, to make sure you are using products that give you the best information to run your company. Support for all online accounting and financial products comes with our services. We do not deliver paper to our clients as all work is delivered in secure digital portals online.

We Are Xero Experts

THE EASE OF USE AND BEAUTIFUL DESIGN OF XERO MAKE IT OUR ACCOUNTING WEAPON OF CHOICE

Who We Are

HAND PICKED, NATIONALLY DISTRIBUTED, AUTONOMOUS CARING PEOPLE THAT WORK EXCLUSIVELY WITH AGENCIES

  • Jason Blumer, CPA

    COACH/OWNER

  • Julie Shipp

    DIRECTOR OF OPERATIONS/OWNER

  • Stephanie Kuchle, CPA

    CUSTOMER ALLY

  • Cristina Fumagalli

    CUSTOMER ALLY

  • Kim Coleman, CPA

    CUSTOMER ALLY

  • Lisa Hope

    PAYROLL SPECIALIST

  • Jennifer Blumer

    EXECUTIVE ASSISTANT

  • Natalie Mertz

    PROJECT MANAGER

Who We Serve

WE ARE DEDICATED TO SERVING DESIGN, DEVELOPMENT, WEB, BRANDING, AND MARKETING AGENCIES