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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

In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have to set the stage for long-term employee engagement and productivity is through a well-structured onboarding process. This article delves into why effective onboarding is crucial and outlines best practices to ensure your new hires are set up for success from day one. Why employee onboarding matters Onboarding goes beyond mere orientation; i

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans isn’t inevitable in accounting, nor is it the most likely scenario. While AI is changing how we get work done and who does it, technology isn’t replacing people—at least not in knowledge jobs like accounting. Instead, it’s complementing and augmenting human capabilities. Collaboration between technology and humans—i.e., collaborative intell

You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting and retaining top talent doesn't mean you have to approach onboarding the same way as every other business. Instead, it's time to take a step back and rethink how you welcome new employees, using proven best practices to create an engaging experience tailored specifically for your team. In this post, we'll explore those key strategies and wh

Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one of the most important pieces of the puzzle. When done correctly, it can be one of the most profitable steps in any accounting firm's journey. But what does "getting client onboarding right" mean exactly? The benefits of getting client onboarding right An effective client onboarding process comes with a multitude of benefits for firms. Great

Every firm wants to ensure its clients feel valued and cared for. But how do you go about achieving it? Often, clients will have very different experiences when working with different departments in the firm or from person to person. Today, we'll explore what it takes to deliver an exceptional client experience consistently and offer some tips on how you can get started. Why client experience matters Client experience is vital for any firm because it can make or break client

At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team during the pandemic. What has changed is how we onboard new team members. Prior to 2020, we brought new hires to Kansas City for a few days of in-person onboarding and training. However, when the pandemic made in-person onboarding impossible—or at least inadvisable—we took what we’d learned from years of working with coworkers, clients and solu

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