Articles, Blogs and More...

Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

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...

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...

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...

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...

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...

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...

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...

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...