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Aug 83 min read

5 Reasons You Need a Mobile-Friendly Website

Is your firm’s website mobile-friendly? If you’re not sure, take a moment now to pull it up on your smartphone or tablet.

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Feb 271 min read

E170 - Business Development The Coordination of Your Marketing and Sales Strategies

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...

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Jan 163 min read

Shifting Mindsets: From Client Filtering to Revenue Replacement

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...

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Sep 19, 20233 min read

3 Tips to Develop Fresh Content Ideas

Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...

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Aug 7, 20232 min read

Make it rain: Growing your business with PracticePro 365

Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating...

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Jul 25, 20234 min read

Bridging the Generational Gap with Business Development

There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm...

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May 24, 20234 min read

Revamping Your Business Development Process

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

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Mar 28, 20231 min read

E124 - How to Take a New Approach to Growth & Client Filtering

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

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Jan 17, 20234 min read

Business Development: The Coordination of Your Marketing and Sales Strategies

As firms continue to move up the continuum of value and focus not only on compliance work but also on their clients' performance and...

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Jan 16, 20233 min read

Creating a 5-Step Business Development Process

Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...

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Dec 13, 20224 min read

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...

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Dec 13, 20224 min read

5 Tips for Better Client Referrals

If you're like most CPA firm leaders, you value client referrals. After all, according to Annex Cloud, referral marketing generates...

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Nov 8, 20223 min read

10 Lessons Learned from Recording 100 Podcast Episodes

Over the past year, I’ve had the opportunity to help produce podcast episodes for Boomer Consulting, Inc, The Boomer Briefing. But, the...

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Sep 13, 20223 min read

4 Growth Marketing Trends That Can Help You Achieve Your Goals in 2023

If you want to grow your firm in 2023, consider incorporating growth marketing strategies. There are several ways to do this. You can...

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Sep 13, 20223 min read

How to Approach Business Development at a Conference

This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...

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Aug 9, 20223 min read

A New Approach to Client Filtering

It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most...

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Jul 12, 20223 min read

Technology for Content Creation and Scheduling

Content is a highly effective way to capture and nurture leads. The more relevant content your firm creates, the more trust you build...

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Jun 14, 20224 min read

8 Steps for Setting Revenue Goals

How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? If you’re not thinking through...

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Mar 8, 20221 min read

E70 - Identifying Your Ideal Client

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

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Feb 2, 20224 min read

5 Ways to Get Media Attention for Your Firm

by Heather Robinson, Marketing Manager Every business can benefit from positive media attention, including accounting firms. Press...

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