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As firm leaders grapple with new technologies, new working models and a persistent talent shortage, they are increasingly recognizing the importance of integrating people, processes, and change management to foster sustainable growth. This integration isn’t just a strategic advantage—it’s vital to build capacity, create capabilities and ensure that your staff and clients are well-equipped to navigate the complexities of the modern business world. Building capacity and crea

Creating marketing campaigns that capture attention and resonate deeply with your target audience is an art. It's about striking the...

The business model in accounting firms is changing fast. Technical and compliance skills are no longer enough. As the profession shifts...

Leadership development is a critical aspect of any successful CPA firm. And while many firms work to identify and nurture leaders from their service lines, it’s not uncommon to see them overlook this process for their IT teams. As firms navigate digital transformation, the need for visionary IT leaders who can steer these advancements is essential. So, let’s consider how firm leaders can cultivate a diverse and innovative leadership team equipped to face future challenges.

Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and transform to stay relevant and competitive. Visioning is critical in driving business transformation, providing the entire organization with a clear sense of direction, purpose and motivation. A powerful vision articulates what the company aspires to be, do, have, experience and create in the future, setting the foundation for strategic deci

As accounting firms face unprecedented technological advancements and shifting market demands, more leaders are looking to their teams to bring ideas for software and innovations that can enhance efficiency and help the firm maintain a competitive edge. However, innovative firms need a structured process to evaluate and incorporate these innovations into the firm. While the process might vary from organization to organization, this article delves into why a defined proces

Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for...

Based on my conversations with talent and learning and development (L&D) leaders from firms across the country, the profession is finally...

Process improvement has been on my mind recently, as Boomer Consulting, Inc. is embarking on a comprehensive process improvement project....

HR and talent professionals play a crucial role in any accounting firm—especially as hybrid work has become the norm. Hybrid work...

Chances are you know someone who selected a college major, earned a degree, launched their career and then realized that their first...

A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid concern. After all, firms invest a lot of time and resources into improving and refining their processes, so they want those changes to stick. However, it’s essential to recognize that you can’t impose true accountability; you have to nurture it through deliberate and strategic actions. In this article, we’ll outline these actions, focusing

The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...

The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to continuously learn and develop new skills. As your firm strives to remain competitive, groundbreaking technologies, such as artificial intelligence (AI) and avatars, can revolutionize your learning and development (L&D) initiatives. So let’s discuss how these transformative tools can significantly enhance learning experiences and improve employee retention and

For any working professional, email is both a blessing and a curse. It made asynchronous communication easy and accessible, but for most...

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting ways with revenue-generating clients. This concern is valid in a profession where client retention is traditionally equated with firm stability and success. However, I propose a shift in perspective: moving from the notion of client filtering to a strategy of revenue replacement. This approach isn’t about reducing client numbers (althoug

Employees often face personal challenges that can impact their professional lives. As a leader, no matter how adept you are at handling professional challenges, you may be unsure how to handle personal issues. While not always easy, supporting team members through these tough times is crucial. Doing so can help your employees feel encouraged and build trust—a goal for any leader looking to maintain a loyal and productive team. Whether your employees face financial difficult

In accounting firms, compliance roles have been the traditional entry point for new employees. However, as the profession changes from a...

Enhancing the client experience (CX) has become a cornerstone for success in many accounting firms. As the profession navigates through...

Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...