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4 Tips for Renaming Your Firm
Pop quiz:  What do BackRub, Blue Ribbon Sports and AuctionWeb have in common? Hint:  You probably know these companies better by their...
Nov 19, 20243 min read
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6 Things I Wish I’d Known About Technology Consulting
Many years ago, when I was at the beginning of my career as a Network Engineer, I was asked to participate in a call with the entire IT...
Nov 7, 20246 min read
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Prepare for an Exciting World of Change
The word change pops up in nearly every article we read, conference we attend, internal planning meeting we hold, or client conversation...
Oct 23, 20243 min read
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E192 - The Evolution of HR Roles in M&A for Organizational Growth
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 13, 20241 min read
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E187 - Strategies for Smooth Relationship Transitions
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...
Jul 2, 20241 min read
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E185 - Shifting Gears: Transforming Infrastructure for Growth
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...
Jun 18, 20241 min read
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The 8-Step Process for Building Strong Partnerships
Learn the 8-step process for building strong referral partnerships to drive business growth. Discover how to identify ideal clients...
May 21, 20245 min read
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7 Ways to Market Your Firm with Little or No Money
Marketing your firm’s services can be challenging, especially when you have a small budget. The good news is that marketing doesn’t have...
Mar 21, 20244 min read
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SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
ANN ARBOR, Mich., March 20, 2024 — SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83%...
Mar 20, 20244 min read
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E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training
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...
Mar 5, 20241 min read
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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...
Feb 27, 20241 min read
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Nurturing Growth in Your Marketing Team
Marketing is ever-evolving. Social media platforms rise and fall out of favor, artificial intelligence upends content creation, and...
Feb 7, 20243 min read
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E167 - How to Effectively Communicate Internal Change
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...
Feb 6, 20241 min read
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E165 - The Impact of Marketing in Your Firm
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...
Jan 23, 20241 min read
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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...
Jan 16, 20243 min read
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Enhancing the Client Experience: A Strategic Approach
Enhancing the client experience (CX) has become a cornerstone for success in many accounting firms. As the profession navigates through...
Jan 16, 20243 min read
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E161 - The Evolution of Growth Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jim...
Dec 19, 20231 min read
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Managing the Expanding Demands for Marketing Communications: Strategies for Today’s Accounting Firm
In an era where the scope of marketing communications is rapidly evolving, Chief Marketing Officers (CMOs) and Chief Growth Officers...
Nov 28, 20233 min read
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E155 - Get to Know Emilie Elpers
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 7, 20231 min read
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Blending accounting and technology: The journey to CIO
Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
Nov 6, 20233 min read
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