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May 24, 20234 min read

Revamping Your Business Development Process

The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...

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 31, 20231 min read

E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023

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

Aug 30, 20221 min read

E95 - Packaging, Pricing & Naming Advisory Services

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

Apr 19, 20223 min read

Packaging and Pricing Services

You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and...

Apr 5, 20224 min read

Packaging, Pricing & Naming Advisory Services

The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....