Nov 8, 20223 min3 Questions to Better Support Your Team and Your Clients 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...
Aug 30, 20221 minNEW RELEASE - Technology for the Lifecycle of a Growing FirmTax and technology have become so intertwined that it’s tough to imagine the days before firms had spreadsheets and tax software. And...
Aug 16, 20223 min5 Steps to Capturing Better Client TestimonialsTestimonials from happy clients who can attest to the results to helped them achieve are easily one of the best forms of marketing. A...
Aug 9, 20223 minA New Approach to Client Filtering 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...
Dec 15, 20213 minConsultant vs. Advisor: What’s the Difference? For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...
Sep 14, 20214 minIdentifying Your Ideal Client: 6 Questions to AskIn a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you...
Sep 7, 20211 minE45 - Why You Need to Know About the 4 CsWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...