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What makes a next generation leader?

Posted By Jim Boomer, Thursday, May 21, 2015

"...often times we hear that current leaders lack the level of confidence they would like to have, in terms of their next generation of leaders, yet at the same time what they're doing is cutting the development investment that's being put into that group. So it's a little head scratching..."

Jim Boomer makes the claim that leadership skills, much like any other skill, require investment.

5 minutes


Tags:  2015  Blog  Emerging Leaders  Generational Issues  Jim Boomer  leadership  personal development  Succession  Talent 

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Strategic planning helps…

Posted By Sandra Wiley, Thursday, May 14, 2015

"Strategic a road map. It doesn't mean you can’t take some little deviations here and there but at the end of the day you come back to the road map, you follow the road map, and you become successful."

Sandra Wiley gives a couple of reasons to explain why strategic planning is important to successful firms.  Visit our Strategic Planning web page to get a free copy of The Boomer Advantage Guide to Strategic Planning.

5 minutes


Tags:  2015  Blog  leadership  Sandra Wiley  Strategic Planning 

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Compliance, Advisory, Strategic. Where are you most valuable?

Posted By L. Gary Boomer, Thursday, May 07, 2015

"I believe if you're above the line as a trusted adviser, your margins are going to be greater, as will your profits, and you will also be able to retain the client longer."

Gary Boomer discusses the value of Client Advisory Services and the role that technology has had in providing insight and foresight to your clients. Learn more by exploring information about The Producer Circle™ and the CAS Transformation.

3 minutes


Tags:  Client Advisory Services  L. Gary Boomer  leadership  Producer Circle 

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Meet Dustin Hostetler

Posted By Dustin Hostetler, Thursday, April 30, 2015

"The feedback we had from that office was incredible; comments like "this was the best busy season that we've ever had." At that point I knew we were on to something. It was extremely rewarding to hear the positive feedback and that these process improvement techniques, that started off in other industries, could work and do apply to tax returns processes, audit processes, you name it within a CPA firm..."

New Shareholder Dustin Hostetler describes his background and shares how he applied Lean and Six Sigma concepts to the accounting profession.

4 minutes


Tags:  2015  Blog  Dustin Hostetler  leadership  Lean Six Sigma  Processes  Trends 

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You made it through tax season; now what?

Posted By Jim Boomer, Thursday, April 23, 2015

"So we just finished tax season and now you're looking around and saying, what’s next, what should I be focused on? My advice to you is that, while everything's fresh in your mind, do an after action review and really look at what worked and…"

Jim Boomer suggests that now is the time to work on your business instead of just working in your business.

2 minutes


Tags:  2015  blog  Jim Boomer  leadership  Strategic Planning 

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First Steps After Tax Season

Posted By Sandra Wiley, Thursday, April 16, 2015

"Tax season is over and now you can start turning your attention to something else; that is after you’ve taken just a moment to take a big deep breath, maybe spent a little time with your family, and then maybe catch up on a few those emails…"

Sandra Wiley suggests priorities to address in the aftermath of the tax season.

5 minutes


Tags:  2015  Blog  leadership  Sandra Wiley  Strategic Planning  Talent  Training and Learning 

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The Value of Community

Posted By Jim Boomer, Thursday, April 09, 2015

"It's also very important, I think, to get involved at both the state level, with your state societies and also at the national level with the AICPA…but regardless of where you go, networking is such a valuable piece of your career development and your success."

Jim Boomer talks about the most important reasons for networking in this recording from February, 2015.

2 minutes


Tags:  2015  Blog  Innovation  Jim Boomer  leadership  Networking  personal development  Talent 

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Why are these communities so amazing?

Posted By Sandra Wiley, Thursday, April 02, 2015

"...if you take a group of people that have those one-on-one conversations and relationships and you put them together several times a year, all of a sudden, exponentially the power in that room just becomes almost overwhelming…"

Sandra Wiley reminds viewers about the benefits of networking in communities and associations in this recording from March 2015.

4 minutes


Tags:  2015  Blog  collaboration  leadership  Networking  personal development  Sandra Wiley  Talent 

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Becoming Indispensable, Part One

Posted By Arianna Campbell, Thursday, March 26, 2015

"Only focusing on tasks can limit the ability to grow professionally. Resources and energy are put into crossing items off a task list while professional development is overlooked. This can lead to limited opportunities for promotion because additional learning opportunities are..."

Arianna Campbell describes some of the challenges with becoming an expert at your job in part one from her article on "Becoming Indispensable."

4 minutes


Tags:  2015  Arianna Campbell  Blog  personal development  Talent 

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Great Leaders are Replaceable

Posted By Jim Boomer, Thursday, March 19, 2015
Updated: Wednesday, March 18, 2015

"When we talk about succession, often it's focused on partners and the discussion sort of stops there but we really need to be looking at all functional areas of the firm. So IT, HR, training and learning; do we have a succession plan in place?"

Jim Boomer speaks about the value of developing talent in this recording from March 2014.

3 minutes


Tags:  2014  Blog  Jim Boomer  leadership  Retention  Succession  Talent  team building 

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