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E194 - Securing the Future: Privacy, Passkeys, and Passwords
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Sep 3, 20241 min read


The Power of Trusted Relationships in a Peer Network
Keeping up with rapid changes can be challenging, especially if you look only within your firm for new ideas.
Aug 26, 20243 min read


The Power of Introverted Leaders
When most people think about what makes a great leader, they think about extroverted qualities like charisma, assertiveness and an outgoing nature. However, introverted leaders bring unique strengths that can benefit an organization. As a more quiet and introverted leader myself, I’ve experienced firsthand the unique advantages that this leadership style can offer. Active listening and building trust One of the core strengths of introverted leaders is their ability to listen
Aug 26, 20244 min read


How Leaders Can Foster a Culture of Continuous Improvement
Every firm that invests in technology and processes wants to keep the momentum going with continuous improvement. But that can only become a reality when continuous improvement becomes part of the firm’s culture. Leaders play a crucial role in cultivating this culture, so let’s explore some strategies leaders can use to foster a culture of continuous improvement in their firms. Step 1: Embrace a growth mindset A growth mindset, as opposed to a fixed mindset, is fundamental to
Aug 26, 20243 min read


Securing a Seat at the Table
Learn how to secure a seat at the table, regardless of your role, by leveraging peer networks to enhance your influence and drive change.
Aug 26, 20243 min read


Practice management: A necessity for enhanced client experience
Accounting practice management is the art of running a successful firm using the right strategies, tools, and processes.
Aug 26, 20244 min read


The Power of a Positive Mindset
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 live within each of us. One is optimistic, happy and smiling. The other is resentful, sad and scowling. Daily, with each situation, challenge and opportunity, we can choose which dog to entertain. The book proposes that entertaining the “positive dog” has many benefits, including whether you will ultimately be happy or unhappy. According to th
Aug 21, 20242 min read


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, 20244 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
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