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Growth Isn't a Goal. It's a Capability
Growth doesn't happen because firms set bigger goals. It happens because they build the capabilities that support long-term success. Discover the five foundational capabilities that help accounting firms strengthen alignment, improve execution, embrace change, and create sustainable growth.
4 days ago2 min read


Industry-Specific Go-to-Market Strategy Is No Longer Optional
Accounting firms can no longer rely on a broad, generalist approach to growth. Learn how an industry-specific go-to-market strategy can help your firm sharpen its positioning, build deeper expertise and create a more focused path to sustainable growth.
Oct 294 min read


Leadership, Not Technology, Will Determine Which Firms Thrive in the Age of AI
AI transformation isn’t an IT project. It’s a leadership challenge. Gary Boomer explains why firm leaders must take ownership of AI strategy, invest in their people and build the change management discipline needed to turn technology investments into meaningful results.
Oct 226 min read


The End of Search as We Know It: How AI Rewrites the Rules of Firm Growth
Search is changing, and AI is reshaping how prospects discover and choose accounting firms. Learn why traditional SEO alone is no longer enough and how clear positioning, consistent messaging, and visible expertise can help your firm become the answer AI recommends.
Oct 153 min read


Grow by Choice, Not by Chance
Leadership capacity doesn’t appear when you suddenly need it. Learn how to build an environment where established and emerging leaders grow intentionally, knowledge transfers across generations, and leadership development becomes part of how work gets done.
Oct 145 min read


What Are Your Employees Telling AI?
Employees are using AI for more than productivity. They’re also thinking out loud about workplace concerns, health questions and difficult conversations. That creates a new governance challenge for firms. Learn why HR, IT and leadership need visibility into what AI retains, who can access it and what happens when sensitive information surfaces.
Oct 85 min read


Growth as Infrastructure: Rethinking Marketing’s Role in Firm Strategy
Accounting firms are rethinking how they grow in response to AI, changing client expectations, and increasing competitive pressure. Discover why marketing is becoming strategic infrastructure that influences pricing, client experience, profitability, and long-term firm success.
Oct 14 min read


You Called Them Rockstars, Then Burned Them Out
Your most capable managers may also be your greatest retention risk. Learn why middle managers in accounting firms are burning out, the structural issues driving it, and what firm leaders can do to better support and retain the people holding everything together.
Sep 233 min read


Your Tech Stack Isn’t the Problem. Your Architecture Is
Many accounting firms invest in the right technology but still struggle with inefficiency. The issue often isn't the tech stack itself—it's how those systems connect and support the firm's strategy. Learn why technology architecture is becoming a leadership responsibility and how taking a systems approach can improve operations, client experience, and long-term growth.
Sep 174 min read


From Dashboard Factory to Decision Engine: Why the Agentic Workforce Changes Everything for CPA Firms
Most accounting firms have plenty of dashboards, but few are turning data into timely decisions. Learn why the shift from static reporting to an agentic workforce is redefining advisory services, accelerating decision-making, and creating a competitive advantage for firms ready to embrace AI with strong governance and leadership.
Sep 116 min read


Growth by Design: Growth Takeaways from the Boomer Circle Summit
Growth doesn’t automatically create a better firm. Explore key takeaways from the Boomer Circle Summit on choosing the right clients, creating stronger client experiences and measuring the growth that actually makes your firm more valuable.
Sep 103 min read


Habits, Not Headcount: Talent Takeaways from the Boomer Circle Summit
AI is changing more than how work gets done. Takeaways from the 2026 Boomer Circle Summit highlight why firms need to rethink upskilling, early-career development and employee trust as AI becomes part of everyday work.
Sep 83 min read


Why accounting firms can't afford to treat compliance as a back-office function anymore
Accounting firms can’t afford to let compliance slow growth. See how governed AI can streamline client intake, conflicts clearance and risk decisions while maintaining the controls firms need to grow with confidence.
Sep 73 min read


Built, Not Assumed: Leadership Takeaways from the Boomer Circle Summit
Leadership capacity doesn’t happen by accident. Takeaways from the 2026 Boomer Circle Summit explore succession planning, independence, accountability and what leaders must build today to prepare their firms for what’s next.
Sep 34 min read


The Discipline of Reinforcement: Process Takeaways from the Boomer Circle Summit
Process improvement doesn’t stick because of a strong kickoff. Explore lessons from the Boomer Circle Summit on building accountability, creating capacity and reinforcing change so better ways of working become part of how your firm operates.
Aug 283 min read


Foundations First: Technology Takeaways from the Boomer Circle Summit
AI success isn’t about finding the next tool. Technology conversations at the 2026 Boomer Circle Summit focused on the foundations firms need to turn AI investments into results, including clean data, clear governance, strategic alignment and a culture that supports adoption.
Aug 264 min read


If the Work Has Changed, Why Hasn’t Your Talent Development Model?
As AI, automation and global talent take on more routine work, accounting firms must rethink how professionals gain experience. Explore a practical talent development model that builds technical skills, professional judgment, business acumen and client confidence through earlier exposure, active participation and supported ownership.
Aug 136 min read


Leading Adaptive Transformation in the Face of AI
The future of tax and accounting is being shaped by AI, automation, and connected workflows. Join industry leaders at the CCH Innovations Virtual Conference to explore emerging technologies, practical strategies, and new ways firms can create capacity, improve efficiency, and prepare for what’s next.
Aug 54 min read


Mind the Gap: Transformation, Talent, and the CPA Future
The accounting profession is facing simultaneous shifts in talent, technology, and business models. Firms that focus only on efficiency risk falling behind, while those that embrace transformation can strengthen relevance, attract talent, and create greater value for clients. Discover why leadership—not technology—is the key to shaping the future of the profession.
Jul 225 min read


Partners Set the Ceiling for Change
Successful change initiatives don’t happen because firms have a good plan—they happen because leaders model the behaviors that make change stick. This article explores the critical role partners play in driving adoption, reinforcing priorities, and creating accountability so transformation efforts lead to lasting results.
Jul 83 min read
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