November 2006 Boomer Bulletin
Boomer Consulting is committed to offering innovative and relevant instruction as a valuable resource for our readers. Each month we feature industry leaders selected from our Boomer Technology Circles™.
Our contributing authors for November are Janet Hara and Misty Revere of Taketa, Iwata, Hara & Associates, LLC. Learn from them as they relate the challenges and triumphs of going to a paperless office.
A Paperless Story
November 7 | Janet Hara & Misty O'Brien - Taketa Iwata Hara & Associates LLC
Paperless workpapers??? There has to be a less contradictory term. What isn’t up for debate is how beneficial going paperless can be. Here is our firm’s story of how we tackled the move to a paper-free work environment.
Boomer Clients Dominate IPA's "Best of the Best"
November 7 | Deanna Cox, Client Relationship Specialist
Boomer Technology Circle™ Members dominate Inside Public Accounting’s most recent “Best of the Best” list, “All-Star” list, and Practical Accountants “Innovation Award” list.
Portals - Now is the Time!
November 7 | by L. Gary Boomer, CPA, CITP, CEO
What are portals, and why are they one of the hottest technologies in client service? While several definitions apply, to me a portal is a secure web site where clients can store, access and retrieve business content. That content may be produced by the client, the client’s advisors or business systems such as brokerage firms and accounting systems.
Building an Ethical Firm Beginning With Human Resources
November 7 | Sandra Wiley, COO and Senior Consultant
Building a firm based on ethical behavior is more important today than at any other time in history. Professional Services Firms are trusted advisors to their clients, and when events happen that “rock” that trust it is time for the firm to re-examine and re-commit it to operating in a way that will maintain the trusted advisor status with clients and the communities they work within.
Business Writing for Success
November 7 | Douglas Donald, Publications Editor
Communication is the nervous system of any organization. A healthy connection keeps all parts functioning properly. In a business age that demands regular, precise discourse, good writing habits are a must. The key functions of fluent business rhetoric are precision, clarity, and grammar. Mastery of these will ensure the desired effect and purpose of your message.
Customer Service Can Make or Break a Client
November 7 | Sue Thiemann Director if First Impressions
The importance of good customer service was brought home to me recently while visiting with a broker use by Boomer Consulting, Inc. While discussing some of the vendors he employs, he said, “XYZ Company has the best price with an excellent product, but I have quit using them because the customer service is so bad. I just can’t depend upon them. They make promises and don’t keep them. It makes me look bad...”