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Selecting Technology to Improve Communication and Collaboration
Effective communication and collaboration are pivotal aspects of delivering stellar client service. In an accounting firm, where clients may
May 21, 2024
3 min read
E156 - What's in My Bag?
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 14, 2023
1 min read
E85 - Incorporating Marketing In the Client Experience
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jun 21, 2022
1 min read
Incorporating Marketing In the Client Experience
Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...
Jan 11, 2022
3 min read
Have You Built Your CAAS Tech Stack?
by Roman H. Kepczyk, CPA.CITP, LSS BB Transforming your practice into an Advisory Machine is one of the hottest topics being discussed in...
Dec 1, 2021
4 min read
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