Client Success Stories

See first hand how our inspired solutions, backed by over 35 years of experience, have helped our clients learn from the past and leverage opportunities for the future.

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See first hand how our inspired solutions, backed by over 35 years of experience, have helped our clients learn from the past and leverage opportunities for the future.

Case Studies

Customer Testimonial: Gengras Motor Cars

Success Story

Town of Mansfield Implements Internal Control Process and Procedure

Success Story

SharePoint Implementation Achieves Greater Capabilities and Accessibility

Success Story

High-Tech Manufacturer Invests in Future and Selects New ERP System

Success Story

From Spreadsheets to Software: How Sage Intacct Helped Infinex Financial Group

Success Story

Roof Repair - A Cost Segregation Case Study

Success Story

National Distributor Saves Time and Improves Performance

Success Story

blum Helps Auto Dealer Find Innovative Financing Solution

Success Story

blum Helps Pharmaceutical Company Move to the Cloud

Success Story

blum Leads Comprehensive Data Quality Project for OneSource Water

Success Story

blum Performs Business Enterprise Review with Parallel Products

Success Story

blum's Intervention With the IRS Results in Avoidance of Significant Tax Adjustment

Success Story

Business Enterprise Review Finds Efficiencies and Ways to Improve Cash Flow

Success Story

City of the Future: Envisioning the Future for the City of New Britain

Success Story

City of the Future: Guiding the City of Danbury into the Future

Success Story

Heating Fuel Supplier — Cuts Costs, Increases Profits and Strengthens Competitive Advantage

Success Story

Helping a Remote Workforce Stay Connected with Office 365 - The Discovery Center

Success Story

Master Data Case Study: Legrand North America Manages Enterprise Data

Success Story

How Data-Mail Used Data to Drive Decisions

Success Story

Customer Testimonial: Manchester Sports Center

Success Story

Project Management Solution Makes Corporate Tax Department More Efficient

Success Story

Focusing on the Future - How British Beer Company Used Sage Intacct and Outsourced Accounting to Move Forward

Success Story

blum Helps City Achieve Certificate of Excellence in Financial Reporting

Success Story

Museum Utilizes Project Planning and Management Services

Success Story

IntegraMed Streamlines Accounting Operations with Sage Intacct

Success Story

blum Assists Retail Jewelry Supplier in Selecting Consumer Goods ERP

Success Story

AccuFund Accounting Software Helps Town Meet Reporting Requirements

Success Story

A Dunkin' Donuts® Franchisee Runs on Reporting

Success Story
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What our Clients Say

In our line of business, the faster you identify and fix a problem, the quicker you can realize growth and maximize profitability. Sage Intacct and blum have really delivered on this promise. Our monthly net profit is up over 300 percent compared to last year.

- Gary Simon, Chief Executive Officer, British Beer Company

Colt selected blum as its audit firm based on several criteria, which included blum’s knowledge of the manufacturing industry and related accounting concepts, blum’s ability to bring Big Four trained partners to the Colt account to maintain a level of rigor, blum’s office proximity to Colt—allowing for ease of communication and relationship building, and blum’s commitment to Colt to provide the resources necessary to meet Colt’s reporting deadlines.

- Martin Newton, Chief Financial Officer, Colt

blum has provided complex audit, tax, consulting and fraud assessment services for Conval, Inc., for over ten years. What truly impresses me is that Janet and her dedicated team have gone far beyond the traditional scope of work that most firms provide. They have become our trusted business advisors, assisting us in choosing specialty resources, programs, and even assisting Conval with the implementation of new systems. Janet and her team are only a phone call away and I have taken advantage of that on numerous occasions. I have found that through blum, I have access to a wealth of general business experience and a network of domestic and international advisors on the most complicated of issues.

- Christopher Schweitzer, CFO, Conval

As a techy, I’m usually aware of new software and technology. A year ago that was certainly the case with MS Power BI, which I had seen and attempted to use, but I could not see where the software’s real ‘edge’ was. Then I attended blum's ‘Dashboard in A Day’ event. Within two hours of the start of the course I turned to my colleague and said ‘we’ll never use Excel again.’ blum literally unlocked the huge potential of Power BI for me. Six months on I can confirm that, having been an advanced user of Excel for 20+ years, I now use MS Power BI for over 90% of the work I would have previously used MS Excel for.

- Mark Pritchard, CFO, Data-Mail

We searched for a year for the right accounting firm to represent our boutique hotel, marina and restaurant property. We made the right choice with Jen Hogencamp and blum. We consider Jen not just an outside accountant, but rather a partner in our business and its development. Among many things, she has assisted us in the overhaul of our accounting and reporting systems, development and analysis of business forecasting and cash management as well as recruitment of accounting staff. 

- George W. Moore, Managing Director, Forty 1 North

I have been dealing with Patrick McAssey for the past eight years as the lead accountant for blum. He takes the time to explain tax returns as prepared by blum. While he has usually been able to clarify questions immediately, he has not hesitated to do further research or get assistance for items which he is not fully informed on. This helps us to have true faith in the answers that we are getting from him, which is extremely important due to the many filing requirements imposed on nursing facilities. When a report is completed we have the confidence that it has been done correctly.

- Joseph Durand, Controller, Hopkins Manor

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