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Today, every CPA firm is looking to add value to its service offerings.

As human beings, it can be easy to think negatively about many aspects of our work and life. Whether it is about yourself, your company,...

In uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is too many small clients. I've often compared it to being too busy picking up $10 bills when there are $100 bills on the table. Unfortunately, some small businesses don't survive, some have trouble paying for the services firms provide, and some people aren't willing to pay enough to make serving them worthwhile. How much time is your firm spen

The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...

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

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