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Building a strong culture within your firm is essential to keeping your team motivated and rowing in the same direction. However, it takes more than just having each person know their professional roles and being technically skilled—it requires engagement. Businesses in every industry invest a lot of time and money to foster engagement in their team members. But, unfortunately, their efforts sometimes encourage camaraderie rather than engagement, and that's a whole different

In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do this is by creating employee resource groups (ERGs). ERGs are a powerful way to foster a sense of belonging and engagement, aid in the recruitment and retention of talent, and provide employees with personal and professional development. Why should your firm have an ERG? ERGs play a critical role in creating an inclusive workplace culture

If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities. Staying on top of everything can be challenging without losing focus or feeling burnt out. That was my situation, but I discovered I didn't have to do it alone. Instead, I was able to leverage outsourced talent to bolster and free up my time. I'd like to share how you can do the same and make room for more strategic priorities to benefit your

Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can you keep up the momentum and generate support from your team? That’s a challenge virtually every process manager, project manager and change leader faces today. But members of our Boomer Process Circle have an advantage over people out there trying to handle it on their own: a network of peers facing the same opportunities and challenges. T

Social media can be an incredibly powerful tool for driving brand awareness, and having employees engage and share can extend your reach....

Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...

The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...

As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business transformation truly is can be challenging. Unfortunately, some firm leaders think business transformation simply means offering additional services or moving service delivery to the cloud. While these can be part of the transformation, they're not the whole story. So let's look at what true business transformation means in a CPA firm. Business

Many team members and coworkers feel uncertain about how to respond when a coworker is dealing with loss and grief. I recently lost my dad, and the experience made me realize how important it is to support people appropriately when grieving. So today, I want to share my thoughts on what employers can do to help their staff through grief—from small acts of kindness to specific processes—so you can create a supportive environment for those who experience emotional pain or loss

Are you looking for ways to level up your firm's capabilities? Leadership training at all levels can be a powerful tool in creating your...

My mindset and thought process to write this article primarily come from three books I've read this year: The Icarus Deception and This...

In accounting, staying on top of current trends and looking for ways to leverage them as part of your firm strategy is crucial. Each year, the consultants at Boomer Consulting discuss our forecasts for the coming year in five areas critical to a firm's success: process, talent, leadership, technology and growth. We develop these forecasts based on what we see while working with firms, attending industry conferences, and meeting with our community members. Today, I'd like to s

Are you creating a marketing plan from scratch? You don't need to feel overwhelmed or frustrated—everyone has had to start somewhere....

As a leader in your firm, you understand how important it is for the accounting professionals on your team to stay on top of their CPE...

Do you want to ensure that your top performers stay engaged and productive over the long term? Do you want to keep them on the path to...

TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You also recognize how valuable sharing knowledge and engaging with professionals facing similar challenges can be. But are you the only person in your firm engaging in that peer community? If so, you could miss some valuable benefits of attending with your team. Attending our Boomer Circle communities as a team has become integral to many succe

If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential strategies and opportunities that exist. However, the right approach is essential for finding success in an ever-changing market. Instead of just focusing on what has worked before, it's critical to explore new ways of thinking and planning to advance business objectives. Today, let's discuss how a holistic view of your firm's growth strategy

As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to serve your clients. Automating specific processes can open up possibilities in all these areas; it enables you to minimize manual data entry, reduce errors and shows your clients that you are in touch with modern technology. However, automating business processes isn't as simple as flipping a switch. There are many considerations involved in

Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is reliable, accurate and secure. However, knowing how best to structure your data governance team can be difficult. Building a team that works well together can be tricky because each member brings unique skills and expertise but also needs to work within the firm's vision and budget. In this post, we explore how you can build an effective dat

It's a difficult reality in any profession, but especially for CPA firms: employees eventually leave. It can be disruptive, have financial implications, and generally cause anxiety within your team. But there are ways to respond to this disruption by strategically looking at the positives of resignations and approaching them with an open mind. If you're a leader of a CPA firm coming to terms with one or more employee departures during the Great Recession, here's how to face t