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Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are certainly essential elements, it’s important not to overlook the role of client filtering and onboarding. These initial steps—which take place before we’ve spent any time working on the engagement—are more than just formalities. They’re critical strategies that determine the quality of client relationships. Something so important should have a

The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to continuously learn and develop new skills. As your firm strives to remain competitive, groundbreaking technologies, such as artificial intelligence (AI) and avatars, can revolutionize your learning and development (L&D) initiatives. So let’s discuss how these transformative tools can significantly enhance learning experiences and improve employee retention and

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

Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the complexity, lower costs, boost productivity, increase accuracy and support greater efficiency, firms undergo process improvement initiatives. However, the approaches of process improvement you used yesterday may not work today or in the future. Automation, outsourcing and skill shifts impact what works, what doesn’t and what your firm can do to