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Ten Honored as Visionaries at Boomer Circle™ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™
Aug 19, 20244 min read


5 Reasons You Need a Mobile-Friendly Website
Is your firm’s website mobile-friendly? If you’re not sure, take a moment now to pull it up on your smartphone or tablet.
Aug 8, 20243 min read


Where does your firm fall on The Modern Firm ® Maturity Continuum?
Rightworks has been delivering purpose-built solutions for accounting professionals and their connected clients.
Jul 29, 20243 min read


From Leads to Loyalty: Transforming Prospects Into Long-Term Clients
Transform prospects into clients for your firm by nurturing leads and delivering exceptional client experiences to foster long-term loyalty.
Jul 29, 20244 min read


Which Lever(s) Do I Pull? A Guide for Driving Growth
Discover the five key levers managing partners can pull to drive growth.
Jul 29, 20245 min read


Sales Training for the Non-Salesy Accountant
The essence of sales isn’t about hard selling; it’s about communication and problem-solving.
Jul 29, 20243 min read


Leveraging Technology to Streamline Marketing for Your Firm
Leverage technology to streamline content creation and marketing, creating efficient, professional and high-quality videos for members.
Jul 29, 20243 min read


The Connection Between Client Experience and Employee Experience
Improving the client experience and employee experience drives growth. Learn strategies to evolve your business model for better talent rete
Jul 28, 20243 min read


Embracing AI: A How-To Guide for Firm Leaders
Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.
Jul 11, 20243 min read


Operational Management of Technology: Bridging the Gap Between Implementation and Ownership
Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent
Jul 11, 20243 min read


Improve your Technology Budgeting with Quarterly Forecasting
Enhance your tech budget with quarterly forecasts. Stay flexible, adapt to new opportunities, and keep pace with rapid technological changes
Jul 11, 20243 min read


Crafting AI Guidelines for CPA Firms: A Thought Leadership Approach
Artificial intelligence (AI) is one of this century's most exciting new technologies, and its use has spread like wildfire since ChatGPT was
Jul 11, 20243 min read


Two thirds of US organizations say audit processes hinder their growth
Traditional audits are holding back organizations across the US from achieving their growth potential, with accountancy firms cautious to...
Jul 11, 20243 min read


E187 - Strategies for Smooth Relationship Transitions
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...
Jul 2, 20241 min read


E186 - Top 5 Priorities for HR Leaders
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...
Jun 25, 20241 min read


E185 - Shifting Gears: Transforming Infrastructure for Growth
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...
Jun 18, 20241 min read


4 Big Trends Driving Change in Learning & Development in 2024
Learning and development are the cornerstone of a thriving firm culture. If that seems a bit hyperbolic, consider this: LinkedIn...
Jun 11, 20245 min read


The Role of Artificial Intelligence in HR
Artificial intelligence (AI) is quickly transforming every area of an accounting firm, and human resources (HR) isn’t immune. HR leaders...
Jun 11, 20244 min read


Advantages of Outsourcing Benefits Administration
It’s a common issue for smaller firms unable to outsource all employee benefits administration (or hire a full-time employee to handle...
Jun 11, 20243 min read


Onboarding Tech and Process: A New Employee's Transition to a Paperless Office
One of my biggest surprises during the onboarding at Boomer Consulting, Inc. was the dearth of office paper and printers. In fact, I know...
Jun 11, 20242 min read
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