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Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.

Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.

Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.

Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.

The word change pops up in nearly every article we read, conference we attend, internal planning meeting we hold, or client conversation we participate in. In some, it elicits a feeling of excitement. For others, it is uncomfortable or downright scary. Our world is certainly moving, and change has become a part of the everyday landscape. One way we can calm uncertainty is through knowledge and an action plan. Let’s look at a few changes coming our way and the positive steps

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.

Dr. Crispin Butteriss, founding director of one of the largest community engagement platforms in the world, defines community engagement as “the process by which community benefit organizations and individuals build ongoing, permanent relationships for the purpose of applying a collective vision for the benefit of a community.” While that general definition of community engagement doesn’t reflect Boomer Consulting, Inc.’s mission per se, many of the same principles and ou

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.

During visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...

Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from all our Circle communities to foster collaboration, drive innovation, and cultivate meaningful connections in the accounting profession. We enjoyed following the #BoomerCircleSummit hashtag on LinkedIn and Instagram and the conversations in the Cvent app to see the moments that resonated with our members, sponsors and team members. Here are a

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 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

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

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