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Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.

CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.

Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.

Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.

Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.

CPA firm leaders must continue taking an equity-minded approach to talent management to drive profits, innovation, attraction and retention.

CAAS departments experience lower burnout rates. Accounting firms can improve talent retention by spreading their work out evenly.

Build a growth team in your CPA firm by integrating sales, marketing, client experience, and employee experience to drive growth.

Enhance L&D by adapting to adult learning styles—boost retention, reduce turnover, and build engaged, high-performing teams.

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...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...

Connecting employee and client experience drives growth and loyalty.

Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.

Understand the difference between processes vs tasks to streamline workflows and improve productivity. Here's why it matters.

Creating an effective communication process for your CPA firm involves selecting the right platforms and establishing clear guidelines.

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...

Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...

Keeping up with rapid changes can be challenging, especially if you look only within your firm for new ideas.

When most people think about what makes a great leader, they think about extroverted qualities like charisma, assertiveness and an...