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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...
Aug 6, 20241 min read
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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...
Nov 8, 20223 min read
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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...
Aug 30, 20221 min read
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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...
Aug 16, 20223 min read
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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...
Aug 9, 20223 min read
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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...
Dec 15, 20213 min read
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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...
Sep 14, 20214 min read
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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...
Sep 7, 20211 min read
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