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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...

Enhancing Firm Success Through Effective Employee Onboarding

In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have...

5 Steps to a Better Employee Onboarding Process

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

Leveraging Collaborative Intelligence in HR

Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...

Onboarding Best Practices

You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting...

The Benefits of Getting Client Onboarding Right

Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one...

Providing an Exceptional Client Experience

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...

5 Steps to Virtually Onboard New Employees Successfully

At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...

E102 - How to Create Processes for Remote and Hybrid Work

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