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Accounting portals and the resulting client experience are more important than ever. Over the past two years, your clients likely spent...

The modern business owner must inhabit two worlds: the present, where they react to daily crises or problems, and the future, where they...

Leadership is more than just having authority over others. To be an effective leader, you must positively influence your team and the...

Accounting firms are in business to turn a profit and provide a return to their partners. To do that, they need to serve clients. To...

As we quickly approach our 2022 Boomer Technology Circles Summit, I thought it would be an awesome opportunity to highlight some of the...

Accountants are used to stress. Often, the job involves months of heavy workloads and working long hours. Add a global pandemic, changing...

Content is a highly effective way to capture and nurture leads. The more relevant content your firm creates, the more trust you build...

From mitigating unprecedented macro environments to adapting to new operational workflows, professionals in all industries find...

by Jin Chang, CEO & Co-Founder, Fieldguide There’s a big opportunity looming for assurance and advisory practices. Information security...

by Claire Scott, QuickFee When your clients get regular services, placing them on a recurring payment schedule just makes sense. It adds...

Have you heard? The Great Resignation is now the Great Reshuffle, and it makes sense. Tens of millions of people aren’t simply choosing...

Previously Published in Accounting Today | March 2022 Cross-functional teams using the agile approach can provide your firm an edge or...

How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? If you’re not thinking through...

Whether you’re in HR, marketing, IT, or internal accounting, being a department of one comes with a lot of responsibility and sometimes...

While discrimination based on age, also known as ageism, is recognized and illegal according to the Age Discrimination in Employment Act...

Each year, the consultants at Boomer Consulting get together to discuss our forecasts for the coming year in five areas critical to a...

Chances are, your firm has a few roles that need to be filled and your traditional recruiting tactics – job ads and word-of-mouth – just...

Prioritizing the well-being of our people is no longer a nice-to-have goal for an organization; it is now a significant factor in...

Succession planning is a continuing challenge for accounting firm owners and leaders. According to Accounting Today, 50% of firm owners...

A recent trend in business process management involves generating, routing and automating documents. Automating document generation...