July 2006 Boomer Bulletin
Boomer Consulting is committed to offering innovative and relevant instruction as a valuable resource for our readers. Each month we feature an industry leader selected from our Boomer Technology Circles who shares his or her insights, wisdom and accomplishments. These feature writers offer the value you have come to expect from our publication.
Our contributing authors for July are Fred Winter, CPA, President of Winter Accountancy, P.C. and Greg Davis, Principal with Kennedy and Coe, LLC.
Fred Winter is a Certified Public Account and Personal Financial Specialist and President of Winter Accountancy, P.C. in Taos, New Mexico. He has additionally worked for the Federal Reserve Bank in Kansas City as well as the big-six accounting firm of Coopers & Lybrand. Winter offers a compelling case for utilizing the Kolbe Index to build a better working team.
Greg Davis is the Principal in Charge of Technology at Kennedy and Coe, LLC, Profit Strategists and CPAs with 15 years of experience there. He also chairs the firm's Technology Committee. Davis presents the history behind a successful initiative within his firm to integrate project load data with employee availability.
10 Rules for Managing Technology
July 17 | By L. Gary Boomer, CPA, CITP, CEO
With the scarcity of qualified and experienced staff, the importance of technology continues to grow in today’s accounting firm. Firms simply must do more with fewer people while raising production to offset increasing labor costs. In order to do so, they must either terminate less desirable clients or focus on improving their processes and technology. Perhaps your firm needs to do both?
Summer Circle Opportunities!
July 17 | by Eric Hunt Director of Client Relations
You have been thinking about it all year. You have talked about it in the firm meetings, and you have been hearing about it at the conferences you attend. You have received information through the Boomer Bulletin and possibly even received a phone call or attended a Webinar where you obtained even more information. I'm talking about…. "The Boomer Technology Circles™".
Client Relationship Development
July 16 | by Eric Hunt Director of Client Relations
It is often said that it easier and less expensive to keep a client than gain a new one. Many studies provide specific numbers, but to me it is common sense that keeping a client happy should be more of a focus than gaining new ones. Focusing on developing client relationships is the foundation for all of the best organizations.
Life with Kolbe
July 16 | By Fred Winter, CPA, President of Winter Accountancy, P.C.
Several months ago Sandra Wiley and I agreed that I would write an article about Kolbe. To those of you who hoped that this article would provide further insight into the personal life of Kolbe Bryant, I must apologize. While, I must admit that I have a latent desire to become a correspondent for People Magazine, I must confess that I agreed to write an article about our CPA firm's use of the Kolbe Index.
Project Management and Employee Scheduling
July 16 | By Greg Davis, Kennedy and Coe, LLC
Do your employees know what they have to work on next month, next week, or even this week? Can you easily tell how many hours are available for a specific time period by office or employee? Do you know how many tax returns still need completed by a due date? Most of you probably do not have a system in place that can give you all of this information. And if you do, it is probably a mostly manual system that involves the accountant's best friend, the all powerful "spreadsheet(s)".
Welcome to the team, Jim!
July 16 | by by Sue Thiemann Director of First Impressions
A wholehearted welcome back to Jim Boomer , returning to Boomer Consulting as a Senior Consultant after earning a Masters in Business Administration at the University of Texas at Austin. Jim will be intricately involved in The Performance 3 ™ Process, the Boomer Technology Circles™ , strategic technology consulting, and internal project management.