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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...

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...

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

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...

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

As we talk to accountants from firms throughout the country, we hear a familiar lament: the profession is more competitive than ever. As...

You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and...

If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...