Client service training built on the concept that firms cannot provide excellent external service without first providing excellent internal service.
 

"Branding is not an advertising campaign or a tag line. Branding is the sum of consistent experiences your clients have with members of your organization."

 

Jon Hubbard, Director of Business Development & Consultant, Boomer Consulting, Inc.

1. Complete Interest Form

Provide us with basic information regarding your and your firm's needs in the area of client service.

2. We Connect

One of our Solutions Advisors and an Industry Leading Consultant will review your form and will reach out to schedule a short call to discuss your needs.

3. Create Game Plan

You will have clarity on your firm's most critical objectives and a plan allowing you to focus and take action.

4. Implement & See Results

A great plan doesn't mean much without implementing and taking action. We will guide you to ensure you take the most direct path to seeing the results you want.

or contact Megan Schottler at 888-266-6375 or Email

 
"Learn to build consistent service into your culture to define and grow your brand."
Jon Hubbard, Director of Business Development & Consultant,
Boomer Consulting, Inc.
What makes Boomer Five Star Client Service so different?

Many firms promise client service as what sets them apart from the competition, but few firms truly practice excellent external service because they do not first practice excellent internal service. When service isn’t a part of your culture, delivering on that promise is a challenge. The Boomer Five Star Client Service program will help your firm build a culture based on the same principles that Five Star hotels and restaurants use to achieve high-quality service.

We know how difficult it can be to build a culture of consistency and helped hundreds of CPA firms do just that. When you integrate the Five Star System to enhance your level of service, you will define and grow the brand you want to achieve.

 

The Boomer Five Star Client Service training will help your firm develop better working relationships and improve communication. This includes a team service survey, two full days on site and eight weeks of team calls to keep you on track and accountable.

When you take advantage of Five Star Client Service training, you will:

  1. Understand the power of branding and develop a shared perspective and language when working with one another.
     

  2. Enhance the level of teamwork, respect and communication within your team.
     

  3. Build a culture of consistency throughout your entire organization.
     

  4. Improve the strength of your brand as viewed by clients and potential clients.

Now more than ever, CPAs need to build consistent service into their culture. Call us to schedule Five Star Client Service training today.

 

Why? Because your brand is your reputation, and it is created by the sum of consistent experiences your clients have when they interact with your organization.

or contact Megan Schottler at 888-266-6375 or Email

What You Get With Five Star Client Service

Site Title

Your Five Star Client

Service Training

Understand the Power of Branding

Enhance Teamwork & Communication

Build a Culture of Consistency

 

Focus on Excellent Internal Service

or contact Megan Schottler at 888-266-6375 or Email

CPE Information

Jon Hubbard

Director of Business Development

Boomer

Five Star Client Service

Trainer

 

Download the Article on 

 Seven Principles of 

Five Star Client Service

“Meaningful relationships are developed through ongoing communication, which fosters trust, care and confidence. Proactive connecting builds relationships.” Building a strong internal team within your firm requires you to building strong working relationships through open and honest communication.

– Jon Hubbard

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