Connecting Employee and Client Experience
Connecting employee and client experience drives growth and loyalty.
top of page
Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.
- 22 hours ago
- 3 min
Proactive Processes for Client Filtering
Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.
- 22 hours ago
- 4 min
Processes vs. Tasks: A Clear Definition to Support Continuous Improvement
Understand the difference between processes vs tasks to streamline workflows and improve productivity. Here's why it matters.
- 22 hours ago
- 4 min
Creating an Effective Communication Process
Creating an effective communication process for your CPA firm involves selecting the right platforms and establishing clear guidelines.
- Sep 4
- 3 min
Processing Through Your Firm’s Biggest Dangers
During visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...
- Sep 3
- 3 min
Insights and Epiphanies from the 1st Annual Boomer Circle Summit
Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...
- Aug 26
- 3 min
The Power of Trusted Relationships in a Peer Network
Keeping up with rapid changes can be challenging, especially if you look only within your firm for new ideas.
- Aug 26
- 4 min
The Power of Introverted Leaders
When most people think about what makes a great leader, they think about extroverted qualities like charisma, assertiveness and an...
- Aug 26
- 3 min
How Leaders Can Foster a Culture of Continuous Improvement
Every firm that invests in technology and processes wants to keep the momentum going with continuous improvement. But that can only...
- Aug 26
- 3 min
Securing a Seat at the Table
Learn how to secure a seat at the table, regardless of your role, by leveraging peer networks to enhance your influence and drive change.
- Aug 26
- 4 min
Practice management: A necessity for enhanced client experience
Accounting practice management is the art of running a successful firm using the right strategies, tools, and processes.
- Aug 21
- 2 min
The Power of a Positive Mindset
Years ago, I read Jon Gordon's book The Positive Dog: A Story About the Power of Positivity. The book tells the story of two dogs that...
- Aug 8
- 3 min
5 Reasons You Need a Mobile-Friendly Website
Is your firm’s website mobile-friendly? If you’re not sure, take a moment now to pull it up on your smartphone or tablet.
- Jul 29
- 3 min
Where does your firm fall on The Modern Firm ® Maturity Continuum?
Rightworks has been delivering purpose-built solutions for accounting professionals and their connected clients.
- Jul 29
- 4 min
From Leads to Loyalty: Transforming Prospects Into Long-Term Clients
Transform prospects into clients for your firm by nurturing leads and delivering exceptional client experiences to foster long-term loyalty.
- Jul 29
- 5 min
Which Lever(s) Do I Pull? A Guide for Driving Growth
Discover the five key levers managing partners can pull to drive growth.
- Jul 29
- 3 min
Sales Training for the Non-Salesy Accountant
The essence of sales isn’t about hard selling; it’s about communication and problem-solving.
- Jul 29
- 3 min
Leveraging Technology to Streamline Marketing for Your Firm
Leverage technology to streamline content creation and marketing, creating efficient, professional and high-quality videos for members.
- Jul 28
- 3 min
The Connection Between Client Experience and Employee Experience
Improving the client experience and employee experience drives growth. Learn strategies to evolve your business model for better talent rete
- Jul 19
- 3 min
Innovative Service Ideas: Expanding Beyond Traditional Offerings
Today, every CPA firm is looking to add value to its service offerings.
Need more details?
We are here to assist.
© 2023 by Boomer Consulting, Inc. All rights reserved
Kansas City
Created by Boomer Consulting, Inc.
bottom of page