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May 213 min read

Selecting Technology to Improve Communication and Collaboration

Effective communication and collaboration are pivotal aspects of delivering stellar client service. In an accounting firm, where clients may

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Nov 14, 20231 min read

E156 - What's in My Bag?

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...

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Jun 21, 20221 min read

E85 - Incorporating Marketing In the Client Experience

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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Jan 11, 20223 min read

Incorporating Marketing In the Client Experience

Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...

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Dec 1, 20214 min read

Have You Built Your CAAS Tech Stack?

by Roman H. Kepczyk, CPA.CITP, LSS BB Transforming your practice into an Advisory Machine is one of the hottest topics being discussed in...

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