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Oct 10, 20233 min read

Embracing Change: Rebranding and Marketing Your Firm for the Future

In today's rapidly evolving business landscape, accounting firms are undergoing significant transformations to adapt to the changing...

Jul 25, 20234 min read

Bridging the Generational Gap with Business Development

There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm...

Jul 25, 20235 min read

Future-Proofing Your Content Creation Plan for Your Accounting Firm in the Age of AI

The rise of artificial intelligence (AI) is revolutionizing various industries, including marketing. As an accounting firm, it is crucial...

Mar 28, 20231 min read

E124 - How to Take a New Approach to Growth & Client Filtering

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

Jan 17, 20234 min read

Business Development: The Coordination of Your Marketing and Sales Strategies

As firms continue to move up the continuum of value and focus not only on compliance work but also on their clients' performance and...

Jul 26, 20221 min read

E90 - Communicating the Value of Your Services

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

Apr 12, 20221 min read

E75 - Gaining Media Attention for Your Firm

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

Apr 16, 20213 min read

A 3-Part System to Solve Clients’ Problems Through Your Marketing

by Heather Robinson, Marketing Manager Why does your CPA firm exist? To file tax returns? To audit financial statements? To ensure a...