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Accounting firm leaders are trading scattered tech stacks for centralized practice management platforms. Drawing on real firm examples, consolidating workflows, documents, time/AR and client communications into one hub increases visibility, speeds response times, boosts portal adoption, reduces costs, and frees 2–4 hours per person each week to focus on higher-value work.

Technology, regulations and client expectations are shifting fast. This piece shows firm leaders how to lead with a future focus—using curiosity, vision and strategic planning to build agility across teams, align decisions with strategy, and create a culture of continuous learning that keeps the firm competitive.

Future leaders are already in your firm—but they need structured, scalable development to step up. This article shows why leadership can’t wait for a title change, how clear growth paths reduce turnover, and how on-demand learning (like BKN) builds consistent leadership skills across teams so your pipeline stays strong.

Traditional firm ladders don’t fit modern client accounting and advisory services. This article shows how firms are redefining CAAS career paths—adding advisory-centric roles, tech-forward titles, and flexible advancement—to improve engagement, retention, and client impact. Learn what skills to prioritize and how clearer paths fuel a thriving CAAS team.

Change in the accounting profession isn’t slowing down—it’s accelerating. Learn how to spot early signals, audit your habits, and build adaptability so you can stay future-ready. This article from Arianna Campbell shares practical ways to strengthen your change readiness and help your firm thrive through ongoing transformation.

Today’s firms can’t rely on a one-size-fits-all “partner track.” Building scalable, modern career pathways helps firms retain top talent, strengthen succession, and align people with strategy. Learn how CHROs can design frameworks that blend mentorship, sponsorship, and development to create upward mobility and long-term growth.

Most firm “touchpoints” are transactional. This article shows how to turn routine check-ins into consultative conversations—using curiosity, simple questions, and CRM-driven follow-ups—to uncover client pain points, expand value beyond compliance, and open the door to advisory and CAAS opportunities. Build a culture of curiosity to boost retention, satisfaction, and long-term growth.

Every client interaction is a marketing moment. This article shows how trust-based marketing—reliability, proactive guidance, and follow-through—turns daily touchpoints into differentiation and growth. Drawing on the Waffle House Index and firms’ pandemic-era responsiveness, it offers practical ways to build credibility, strengthen culture, and earn referrals through consistent service.

Artificial intelligence is no longer a future trend—it’s reshaping accounting today. From meeting notes to tax prep, firms are finding practical ways to save time and add value. This article explores how leaders can adopt an augmentation mindset, evaluate tools with a simple ROI framework, and guide their firms through the “wild west” of AI adoption.

AI transcription tools are transforming how firms capture and share meeting notes. But adoption requires more than just flipping a switch. From gaining informed consent to safeguarding sensitive data and positioning transcription as a client value-add, firms must weigh the benefits and risks carefully. This article outlines best practices to ensure AI enhances trust and client experience.

AI is transforming how CPA firms work, but success depends on more than just adopting new tools. Without proper training, firms risk low adoption and misuse. This article explores how role-based AI training helps staff at every level—from tax and audit to administration and leadership—use AI effectively, boost ROI, and embrace continuous learning in a rapidly evolving tech landscape.

Automation can transform efficiency in CPA firms—but success starts with evaluating your existing resources. From identifying shadow IT and prioritizing repetitive tasks to leveraging underused software and creating a clear request process, this article outlines practical steps to build meaningful automations that scale across your firm.

Intapp has introduced new features to its Collaboration platform, designed to centralize communication, documents, and workflows in one Microsoft 365 hub. With tools like AI-powered email filing, real-time activity feeds, and automated engagement folders, firms can streamline operations, ensure compliance, and improve client service. See how your firm can transform collaboration and efficiency.

From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.

As leaders, it’s easy to fall into negative thinking that limits growth. This article outlines four practical steps to shift your mindset from obstacles to possibilities. Learn how to identify the source of discomfort, explore favorable outcomes, take action to support new beliefs, and reframe challenges as opportunities—so you can strengthen your impact and help your firm thrive.

Ten standout firms and solution providers were honored with the 2025 Boomer Visionary Awards at the Boomer Circles™ Summit. These leaders exemplify innovation, excellence, and transformative impact in leadership, talent, process, growth, and technology—shaping the future of the accounting profession.

Change doesn’t succeed because of platforms—it succeeds because of people. Learn how to empower your team with the right communication, training, and peer support to drive sustainable transformation in your firm. Discover practical steps for reinforcing change and building a firm that thrives in times of transition.

Build a future-ready workforce by developing Superworkers with the tools, skills and mindset to thrive in a tech-driven profession.

Still using spreadsheets to manage HR? Discover why it's time for your accounting firm to upgrade to an HRIS. From automating onboarding to boosting compliance and employee satisfaction, this article outlines the key benefits and what to look for in a system that supports your firm’s growth.

A filled-out form isn’t a win—what happens next is. This article shows how to turn inbound leads into real conversations with automation, lead scoring, and strategic BD alignment. Learn how marketing can own the middle of the funnel and drive meaningful growth through smarter systems and processes.