Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are...
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Feb 202 min read
Enhancing Firm Success Through Effective Employee Onboarding
In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have...
Feb 28, 20234 min read
5 Steps to a Better Employee Onboarding Process
The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....
Feb 9, 20234 min read
Leveraging Collaborative Intelligence in HR
Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...
Feb 7, 20234 min read
Onboarding Best Practices
You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting...
Jan 17, 20234 min read
The Benefits of Getting Client Onboarding Right
Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one...
Dec 13, 20224 min read
Providing an Exceptional Client Experience
Every firm wants to ensure its clients feel valued and cared for. But how do you go about achieving it? Often, clients will have very...
Nov 28, 20224 min read
5 Steps to Virtually Onboard New Employees Successfully
At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...
Oct 18, 20221 min read
E102 - How to Create Processes for Remote and Hybrid Work
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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