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How to Think Like a CFO
Learn how to shift from compliance to strategic financial leadership, leveraging forecasting tools, automation, and real-time insights.
Feb 103 min read


Great Leaders are Replaceable
What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or...
Jan 213 min read


The Evolution of the Business Model in Accounting Firms
Discover how accounting firms can transform their business models with advisory services, technology, and private equity-driven strategies.
Jan 134 min read


Best Practices for Success in Operations Leadership
Master operations leadership in CPA firms: embrace tech, foster culture, invest in growth, and drive collaboration for lasting success.
Jan 134 min read


Unlocking Growth: Essential Marketing and Business Development Strategies for Accounting Firms
Discover essential marketing and business development strategies to help accounting firms attract clients, foster loyalty, and drive growth.
Jan 134 min read


Innovative Strategies for Recruitment and Retention
Discover innovative recruitment and retention strategies for accounting firms, from flexible work to leadership programs and more.
Jan 133 min read


3 Skills That Require Zero Talent
Three skills that require zero talent and can help you become more valuable in your career.
Dec 19, 20244 min read


E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Dec 17, 20241 min read


E206 - Get to Know Leda Sedlock
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Dec 10, 20241 min read


Accountants need a modern document management system
The following was originally published in AIT's Portrait . Accountancy firms realise the importance of technology in helping them...
Dec 5, 20244 min read


Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market
October 15, 2024 The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance...
Dec 4, 20244 min read


E205 - Get to Know Derek Olsen
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Dec 3, 20241 min read


E204 - Get to Know Chris Rochford
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 19, 20241 min read


The Rise of Growth Leaders: Shaping the Future of Accounting Firms
Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t
Nov 18, 20243 min read


7 Strategies to Market Your Client Accounting and Advisory Services
Explore our Client Accounting and Advisory Services (CAAS) to gain strategic financial insights, streamline operations, and achieve growth.
Nov 18, 20244 min read


How to Build a Sales-Minded Culture
Build a sales-minded culture where all team members spot growth opportunities, build trust, and connect clients to your firm's services.
Nov 18, 20243 min read


Benchmarking Your Firm’s Metrics: How to Leverage Insights for Growth
Benchmarking helps firms assess key metrics, compare performance, and leverage peer insights to drive growth and strategic improvements.
Nov 18, 20244 min read


Entigrity merges with MYCPE and rebrands as MYCPE ONE: A Comprehensive Hub for CPA & Accounting Firms
A strategic move towards creating an ecosystem for the accounting industry offering a unified suite of services - Staffing, CPE, Learning...
Nov 13, 20243 min read


E203 - Get to Know Hailey Hilbert
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 12, 20241 min read


E202 - All Things the Boomer Knowledge Network
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 5, 20241 min read
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