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Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

As a leader in your firm, getting to know the people who work for you and the clients you serve is essential. By asking questions and...

Tax and technology have become so intertwined that it’s tough to imagine the days before firms had spreadsheets and tax software. And...

Testimonials from happy clients who can attest to the results to helped them achieve are easily one of the best forms of marketing. A...

It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most firm leaders agree they don’t have enough people to properly serve the number of clients they have. Yet when we bring up the idea of client filtering, we get pushback. “We can’t get rid of all our {fill in the blank} clients! That’s $X annual revenue!” I realized maybe we’ve been approaching the client-filtering conversation all wrong. Inst

For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...

In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you most and are willing to pay for your services. Yet identifying and speaking directly to your ideal client is not always an easy task. CPAs are numbers people. So they tend to take a quantitative approach to identify their ideal client. They create a spreadsheet of their current client mix, sort by industry or service line, and select their i

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...