Sep 43 min readProcessing Through Your Firm’s Biggest DangersDuring visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...
Feb 7, 20231 min readE117 - How to Ensure Your Process Changes Survive Tax SeasonWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...