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Today, every CPA firm is looking to add value to its service offerings.

Technology is central to a CPA firm and how it delivers service to its clients. While that’s true for many businesses, the accounting...

Two major forces impact firms today. First is the need to shift toward more advisory and consulting services. Second is the intensified...

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

If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...

What started as an industry focused on providing accounting services to clients, CPA firms have evolved their offerings to include...

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

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

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

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

Post by: Megan Bloomfield, Solutions Advisor During our recent Certified Consultant Circle meeting, one of the most interesting and...