Case Study: Blumer CPAs achieves a fully virtual, scalable advisory firm with ADP

Moving to Cloud-Based Accounting

Blumer CPAs, founded by Jason Blumer in Greenville, South Carolina, faced the challenge of transforming a traditional local practice into a fully virtual, cloud-based firm while overcoming client privacy concerns, legacy pricing models, and the need to hire and train remote employees who fit a new culture. The firm also needed to move away from commodity billable hours toward higher-value advisory services and prove that complex accounting work could be delivered securely and intuitively online.

The solution was to close the brick-and-mortar office, adopt cloud tools with strict security protocols, hire employees (not contractors) trained for virtual work, and shift pricing from hourly to value-based fees for non-commodity services. As a result, Blumer CPAs can serve clients and staff across any zip code, take on higher-value engagements (for example, acting as a virtual financial controller), command premium fees, and build a scalable, culture-driven firm—and Jason Blumer now shares lessons and networks through the Thriveal community.

Blumer CPAs

Jason Blumer

CPA, Founder & CEO