top of page

Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.


Packaging and Pricing Services
You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and...
Apr 19, 20223 min read


Benefits of Project Management in IT
In some accounting firms, IT’s responsibilities include overseeing devices on people’s desks and in the server room. When it comes to...
Apr 19, 20223 min read


Rethinking Firmwide Meeting Standards
Last month, Erin McCormick shared some excellent advice for overcoming meeting overload. Her advice primarily addressed what individuals...
Apr 19, 20224 min read


Benefits of Sharing Metrics with Peers
Recently, members of our Boomer Technology Circles and Boomer Managing Partner Circle received an invitation to participate in our annual...
Apr 19, 20222 min read


Do Your Diversity, Equity & Inclusion Initiatives Include People with Disabilities?
Diversity, equity, and inclusion (DEI) programs and initiatives have become increasingly prevalent in today’s workplaces. Great strides...
Apr 19, 20224 min read


Does Your Data Tell a Story?
When most people think about data analytics, they think about dashboards, spreadsheets and algorithms. While these are all elements of...
Mar 8, 20223 min read


3 Factors for Building an Effective Hybrid Work Culture
Prior to the pandemic, many firm leaders discouraged employees from working from home, believing face time and in-office collaboration...
Mar 8, 20223 min read


Overcoming Meeting Overload
Is your calendar full of video conferences and other meetings? You’re not alone. According to a survey of more than 500 knowledge workers...
Mar 8, 20225 min read


The Importance of Building Relationships at Work
We spend one-third of our lives at work, so how can we make that part of our lives more rewardable? By building relationships at work. ...
Mar 8, 20223 min read


How to Create Your Social Media Content Plan
These days, having an online presence for your firm on social media isn’t optional — it’s an essential part of your marketing strategy....
Mar 8, 20224 min read


The Vision of Success
Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...
Feb 8, 20226 min read


5 Ways to Address Talent Constraints
The Great Resignation has been a hot topic of discussion in firms around the country. People are leaving their current jobs — not just...
Feb 8, 20224 min read


Learning Leadership, Life Skills & Confidence with Eagle U!
Every parent wants to equip their children with the life skills and academic qualifications to become confident, responsible and...
Feb 8, 20224 min read


3 Ways to Better Serve Your Team in 2022
Every firm is different. They come in different sizes, have different niches, processes, and cultures. But one common theme affecting...
Feb 8, 20223 min read


4 Ways to Create a Transgender-Inclusive Firm
Work is stressful. And many transgender people have the added stress of denying or suppressing their gender identity because it doesn't...
Feb 8, 20223 min read


The Secret Ingredient to Better Resource Management and More Profitable Engagements
Like all industries, accounting firms are feeling resourcing pressure associated with ‘The Great Resignation’ and, with tax season upon...
Feb 8, 20224 min read


Change Leadership: Focus on the Opportunities, Not the Fear
Change is constant in a CPA firm today. This week alone, you and your team may navigate the challenges that come with a blended work...
Jan 11, 20225 min read


Incorporating Marketing In the Client Experience
Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...
Jan 11, 20223 min read


How to Create a Mentoring Program In Your Firm
Mentoring programs in the workplace have a variety of benefits, from employee retention and career planning to workplace inclusivity and...
Jan 11, 20224 min read


Optimize Your Capacity with Process Documentation
Delegating, outsourcing, and automating tasks can increase your capacity at work. Whether your plate is too full or you’re looking...
Jan 11, 20224 min read
bottom of page
