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Pro-Active Tax Planning...
"William has been a tremendous help to my family in realizing the importance of pro-active tax planning. I give him & his staff the highest possible recommendation as your tax professionals."
-D. Coombs, PhD
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Home Home Client Testimonials

 

Client Testimonials

Prior results will not guarantee a similar outcome.

Here is what satisfied clients have to say about William E Blummer, CPA

Opportunities For Growth That A Company Has Been Unable To Achieve PDF Print E-mail

Company Name: Building Solutions Construction, Inc

Industry: Construction Industry

Symptom: Management was not able to understand growth trends.

Cause: Financial system was not designed to quantify grow and/or to measure quality of growth.

"My Company was growing, but I was not able to capture all that was out there, nor could I determine if the growth was good. Were we doing better as we grew bigger? After William was brought in, he first restructured our internal financial data and reporting which provided us with accurate measures of profitability by the type of work we were doing. Next, he met with my management team to help us set a clear vision and goals. Now, as we've grown, we're able to determine if the growth fits our vision and goals, and in addition, if the growth is flowing down to our bottom line."
S. Ancece, President, Building Solutions Construction, Inc.
 
Ownership/CEO Mentoring and Coaching PDF Print E-mail

Company Name: Data Mart Holdings, Inc

Industry: Holding Company

Symptom: CFO level advice not available for shareholders and board

Cause: Lack of size prevented employment of full time CFO.

"William has the ability to get right into an issue, to pull it apart, and to provide an objective, on point, financial assessment. He has a strong personality, which works well with me and the other co-owners of some of my companies. I involve William in all my critical decisions. He offers me a financial perspective, as well as an operational view. As I don't need a full time CFO, the flexible nature of this relationship provides me with the most value for my money, something I'm constantly looking for."
A. Malcolm, Chairman and CEO, Data Mart Holdings, Inc.
 
Traditional Accounting Services (Controllership, Accounting, Bookeeping) PDF Print E-mail

Company Name: Allied Software Programming Solutions, Inc.

Industry: Software Business Solutions - Programming

Symptom: Office and Accounting Functions Combined into One Position

Cause: Startup staff had not grown with the company.

"I had hired a person early on who was my right hand person. My assistant was doing a good job with the books but couldn't take the financial reports to the last 10%. William came in and the two of them created monthly closing procedures, which my staff followed. These procedures allowed him to come in one day a month, and with the help of my assistant, he'd close the month before lunch, and he and I would meet shortly thereafter to discuss the key issues related to the previous month, or any other key financial issues that were in front of me at the time."
S. McGarfield, President and CEO, Allied Software Programming Solutions, Inc.
 
Problem Based Situations Requiring Corrective Actions PDF Print E-mail

Company Name: Surface Technology Pros, Inc.

Industry: Fabricating and Installation - Construction

Symptom: Irrelevant and Inaccurate Financial Information

Cause: Obsolete Systems, Restricted Ability and Limited Available Staff Time.

"I was receiving financial data that wasn't helping me make decisions. And I never was sure of the accuracy of it. We're a job shop. We fabricate granite and other countertop surfaces, and then install them for the builder, commercial and residential market. William installed a QuickBooks based job costing system that within a month was providing us with per job profitability data for over 140 countertop installs per month. Additionally, he started helping my staff close our month by the 10th of the following month, thereby providing me with timely, relevant, and accurate financial information."
M. Silverstein, Owner, Surface Technology Pros, Inc.