Case Study: Blumer & Associates expands nationwide with Bill.com

CPA Firm Expands Nationwide Using Social Media and Bill.com

Blumer & Associates, operating as Blumer CPAs, faced the challenge of transitioning from a local South Carolina firm to a nationwide practice. They needed a way to attract and serve clients across the U.S., build the necessary trust to justify their premium pricing, and manage their accounting processes efficiently in a virtual environment. To support their expansion and online service model, they implemented Bill.com.

Using Bill.com's services enabled the firm's virtual accounting operations. This technological foundation, combined with a highly focused social media strategy targeting design and marketing firms, allowed them to nurture trust and generate leads nationally. The solution delivered significant results: the firm successfully expanded its client base to major cities like California, New York, and Denver, acquiring all new clients online. Their thought leadership, including a podcast with over 5,600 followers, was instrumental in this growth, demonstrating the measurable impact of their strategy supported by Bill.com.

Blumer & Associates

Jennifer Blumer

Head of Marketing