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Aligning Data with Process: Why The Right Data Structure Matters
Aligning data with process is crucial for CPA firms interested in automation and accurate reporting. Learn how to structure data for smarter decisions.
Apr 21, 20254 min read


Modernizing IT Infrastructure and Systems for Scalability and Efficiency
Discover why modernizing IT infrastructure is essential in accounting and get steps to boost scalability and improve security and operational efficiency.
Apr 21, 20253 min read


Empowering Teams Through Process-Driven Professional Development
Empower your team with process-driven professional development. Learn how structured meetings and check-ins support accountability.
Mar 10, 20253 min read


6 Ways to Build a Culture That Drives Employee Growth and Retention
Building a culture of trust, growth, and recognition is key to employee retention. Invest in your team to drive long-term success.
Mar 10, 20254 min read


Nominate a Student for an Eagle U Scholarship
Nominate a student for an Eagle U scholarship. It’s a life-changing leadership program that provides career and academic success strategies.
Mar 10, 20252 min read


Develop Effective Communication Skills in Your Team
Build a strategic process to integrate new hires into your firm's culture, vision, and team for lasting success.
Mar 10, 20254 min read


How Technology Influences Process Redesign Initiatives
Technology drives process change, but true efficiency comes from aligning IT, process redesign, and firm-wide adoption strategies.
Feb 10, 20253 min read


Driving Client Experience Excellence Through Cross-Department Collaboration
Seamless client experiences need cross-department collaboration, clear roles, and the right tools to enhance communication and consistency.
Feb 10, 20254 min read


Prevent Burnout and Improve Employee Retention with Process Optimization
Prevent burnout and improve employee retention with process optimization.
Feb 10, 20253 min read


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 10, 20253 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 21, 20253 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 13, 20254 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 13, 20254 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 13, 20254 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 13, 20253 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


Automation Doesn’t Replace Communication
Communication is integral for any accounting firm, no matter the size. Without clear internal and external communication, chaos is bound to occur. That’s why it’s essential to remember that while we might use automation to facilitate communication, automation will never replace communication. Internal communication Many firms use an automated workflow solution that allows reviewers to enter review notes for preparers and track those review notes as they are addressed or resol
Dec 4, 20243 min read
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