Testimonials

 

 

                        Prior results will not guarantee a similar outcome.

 

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

 

 

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Problem Based Situations Requiring Corrective Actions

 

 

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.

 

Testimonial:      "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.

 

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Traditional Accounting Services (Controllership, Accounting, Bookkeeping)

 

 

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.

 

Testimonial:      "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.

 

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Ownership/CEO Mentoring and Coaching

 

 

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.

 

Testimonial:      "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

 

 

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Opportunities for Growth that a Company has Been Unable to Achieve

 

 

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.

 

Testimonial:      "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

 

 

 

 

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Miscellaneous Comments:

 

 

 

“As busy physicians in today's world, it is paramount that we make use of the most experienced, dedicated tax advisors out there. I've utilized the services of William E Blummer, CPA for sometime now and I can say definitively that William and his firm are knowledgeable, thorough, and go above and beyond in providing comprehensive tax services. They are an essential component to my financial future.”

M  MakeVay, MD

 

 

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"It was a pleasure to finally meet you in person.

 

Your staff is terrific and we wish you all the best this tax season. I know our tax bill is smaller because of Go Zone.

 

It was a pleasure flying to Houston to see you and I look forward to doing it again next year!

 

You’re awesome! Thanks!"

 

Jane & Abe - LA

 

 

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I had been working with the same tax professional for over 20 years. When I started investing in Real Estate I quickly realized that while our prior tax professional was very good at tax preparation prior to our Real Estate investing, he was clearly not an expert in all of tax laws and intricacies that go into Real Estate Investment.

Just as we all probably have a great Family Doctor, if we needed specialized eye care, we would be referred to an ophthalmologist - a specialist in the field.  Likewise, William and the staff members William E Blummer, CPA are tax preparation specialists for Individuals, Real Estate Investors, C-Corp, S-Corp, Partnerships and LLC's.

In my wildest dreams, I never thought I would be so excited to have an appointment with my tax professional.  But consider that through careful planning and rigidly following the letter of the tax law, William will literally save us tens of thousands of dollars in taxes this year.

William has been a tremendous help to my family in realizing the importance
of pro-active tax planning.

I give William and the staff members at William E Blummer, CPA the highest possible recommendation as your tax professional.

D Coombs, PhD

 

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"William E Blummer has been preparing my income taxes and many of my airline coworkers for many years.  I had been using TurboTax to prepare my personal income tax return, but it just got too complicated when I started buying income property and had to deal with all the tax law changes.  William is detail oriented and my return has been maximized every year since. Thanks for all your hard work."

 

M D (18 year airline employee and real estate investor)

 

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