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Boomer Articles
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Client Stories
Videos
Jun 6, 2024
3 min read
Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are...
Jan 16, 2024
3 min read
Shifting Mindsets: From Client Filtering to Revenue Replacement
In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...
Mar 21, 2023
4 min read
The Big Picture
If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential...
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