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Aug 61 min read

E191 - The Process of Developing a CAAS Group

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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Nov 8, 20223 min read

3 Questions to Better Support Your Team and Your Clients

As a leader in your firm, getting to know the people who work for you and the clients you serve is essential. By asking questions and...

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Aug 30, 20221 min read

NEW RELEASE - Technology for the Lifecycle of a Growing Firm

Tax and technology have become so intertwined that it’s tough to imagine the days before firms had spreadsheets and tax software. And...

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Aug 16, 20223 min read

5 Steps to Capturing Better Client Testimonials

Testimonials from happy clients who can attest to the results to helped them achieve are easily one of the best forms of marketing. A...

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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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Dec 15, 20213 min read

Consultant vs. Advisor: What’s the Difference?

For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...

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Sep 14, 20214 min read

Identifying Your Ideal Client: 6 Questions to Ask

In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you...

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Sep 7, 20211 min read

E45 - Why You Need to Know About the 4 Cs

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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