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...
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Nov 76 min read
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...
Oct 233 min read
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...
Aug 131 min read
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...
Jul 21 min read
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...
Jun 181 min read
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...
May 215 min read
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...
Mar 214 min read
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 204 min read
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 51 min read
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...
Feb 271 min read
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 73 min read
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 61 min read
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...
Jan 231 min read
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 163 min read
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 163 min read
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...
Dec 19, 20231 min read
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...
Nov 28, 20233 min read
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 7, 20231 min read
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 6, 20233 min read
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...
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