Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

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

Building a strong culture within your firm is essential to keeping your team motivated and rowing in the same direction. However, it takes more than just having each person know their professional roles and being technically skilled—it requires engagement. Businesses in every industry invest a lot of time and money to foster engagement in their team members. But, unfortunately, their efforts sometimes encourage camaraderie rather than engagement, and that's a whole different