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Accounting practice management is the art of running a successful firm using the right strategies, tools, and processes.

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

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.

Rightworks has been delivering purpose-built solutions for accounting professionals and their connected clients.

Transform prospects into clients for your firm by nurturing leads and delivering exceptional client experiences to foster long-term loyalty.

Discover the five key levers managing partners can pull to drive growth.

The essence of sales isn’t about hard selling; it’s about communication and problem-solving.

Improving the client experience and employee experience drives growth. Learn strategies to evolve your business model for better talent rete

Today, every CPA firm is looking to add value to its service offerings.

Technology is central to a CPA firm and how it delivers service to its clients. While that’s true for many businesses, the accounting...

Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.

As trusted advisors, accounting professionals have more meetings with their clients and colleagues than ever.

Many people pride themselves on their ability to multitask or deal with more than one task simultaneously. I know I did. When people asked what I considered to be a strength, my response was, " Multitasking.” We start our days with a long list of tasks and are short on time, so we work on projects while participating in remote meetings or answering emails at the same time. Technology might make multitasking more appealing, but most people are terrible at it. Our brains ar

Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are certainly essential elements, it’s important not to overlook the role of client filtering and onboarding. These initial steps—which take place before we’ve spent any time working on the engagement—are more than just formalities. They’re critical strategies that determine the quality of client relationships. Something so important should have a

FOR IMMEDIATE RELEASE Boomer Consulting, Inc. Launches the Boomer Knowledge Network Kansas City, MO, June 5, 2024 – Boomer Consulting,...

Learn the 8-step process for building strong referral partnerships to drive business growth. Discover how to identify ideal clients...

Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some variation. We often refer to this as directional innovation. You will get incremental improvement if you put a group of like-minded thinkers in a room. The key is transformation. What is transformation? Transformation means doing something utterly and radically different. Stepping outside of the box isn’t enough. We need to transform the box i

Finding the best solutions to problems is necessary for navigating the continuous changes impacting our profession. Firms that take a proactive and structured approach to problem-solving position themselves to overcome obstacles and capitalize on opportunities. This approach comes from making an effort to avoid the following five common problem-solving mistakes. Mistake #1: Not involving the right people When we exclude people from the problem-solving process, proposed solu

By Jim Boomer CEO Boomer Consulting, Inc. CPA firms possess a wealth of data at their fingertips. The challenge is harnessing that data...

Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an unprecedented pace of change in standards, regulations and technology. Client expectations extend past traditional tax and audit services to include advisory services, consulting on KPIs, talent, strategic planning, and more. This dynamic environment demands specialized expertise and requires young professionals to start developing that expertis