ADVISORY SERVICES
Revenue replacement: How to approach growth and client filtering
Speakers
Elevate your firm’s success with revenue replacement and client filtering strategies
Welcome to the webinar "Revenue replacement: How to approach growth and client filtering,” where you will learn how to:
- Grasp the challenges firms like yours face regarding capacity and examine revenue replacement as a viable alternative solution
- Discover actionable strategies for pinpointing high-value clients and refining your portfolio to boost overall firm capacity
- Acquire valuable insights into strategic growth through client filtering to ensure long-term success and client satisfaction
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Gary Boomer
Founder of Boomer Consulting Inc
lgboomer@boomer.com
Gary’s current role is Visionary & Strategist, and the accounting profession recognizes him as the leading authority on technology and firm management. He writes, speaks, and consults on business transformation, including strategic and technology planning, where he focuses on mindsets, skillsets, and toolsets for the future. He also strongly believes that change management and developing a training and learning culture are vital to individual and firm-wide success. Gary is extremely proud of the unique teams at Boomer Consulting, Inc., which specialize in leadership, talent, technology, processes, and growth. These five pillars are critical to sustaining success while remaining future-ready.
Gary has also been named one of Accounting Today’s Top 100 Most Influential People in Accounting for over 20 years.
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Danielle Esper
Solutions Consultant, Thomson Reuters
With over eight years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in advisory. A dedicated professional, she actively participates in thought leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of advisory services within the industry.
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Keith Hall
Senior Solutions Consultant, Thomson Reuters
Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in advisory services while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.
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