Client strategies

Identify the windows of opportunity within each purchasing cycle.

Creating your perfect competitor makes you a better, more focused firm.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Protecting yourself can help you protect your clients in financial planning.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

Boomer Consulting has joined forces with the Business Learning Institute, a strategic learning partner and talent management consultancy, to develop the Anticipatory Accelerator, a two-day workshop to help accounting firms identify client opportunities.

Take back your reputation.