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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...

When firms plan to make significant changes, such as implementing new software or improving an existing process, leaders often have questions about ensuring a high level of buy-in. The hope is that everyone will get on board from the beginning, and it will be smooth sailing. The reality is that not everyone is going to buy in. In fact, from our experience, a small percentage of people will resist a new change no matter what.  This resistance to change can be frustrating, but

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...

Every firm that invests in technology and processes wants to keep the momentum going with continuous improvement. But that can only...

Learn how to secure a seat at the table, regardless of your role, by leveraging peer networks to enhance your influence and drive change.

Accounting practice management is the art of running a successful firm using the right strategies, tools, and processes.

Years ago, I read Jon Gordon's book The Positive Dog: A Story About the Power of Positivity. The book tells the story of two dogs that...