The Evolving Role of Project Management in CPA Firms
The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...
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Articles, Blogs and More...
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- May 22, 2023
- 3 min
Improve Partner Meetings, Improve Performance
Practically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...
- Apr 19, 2022
- 4 min
Rethinking Firmwide Meeting Standards
Last month, Erin McCormick shared some excellent advice for overcoming meeting overload. Her advice primarily addressed what individuals...
- Nov 23, 2021
- 1 min
E56 - How to Gain an Edge in the Marketplace
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
- Jun 29, 2021
- 1 min
E35 – Special Release: Making the Move to Consulting with Nathan Eads part 1
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
- Jun 22, 2021
- 1 min
E34 - Building Better Solution Requirements Why, Who and How
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
- Apr 20, 2021
- 3 min
Botkeeper Launches Two New Products that Break Down Scale & Cost Barriers for Accounting Firms
Machine learning-powered bookkeeping leader leverages automation gains to create a more accessible offering for accounting firms. BOSTON,...
- Dec 8, 2020
- 4 min
3 Tips for a Successful Merger or Acquisition
by Amanda Wilkie, Consultant I'm no stranger to mergers and acquisitions. From participating in a merger of equals resulting in a Top 10...
- Nov 10, 2020
- 3 min
Team Engagement in a Virtual Setting
by Liesl Walser, Project Coordinator Remote work became the norm in accounting firms and many other professions this year, and many...
- Nov 4, 2020
- 2 min
Announcing The Boomer Briefing Podcast
We’re excited to announce the launch of our new podcast, The Boomer Briefing!! Each episode of The Boomer Briefing will treat you....
- Oct 27, 2020
- 1 min
E1 - How to Think About Your Business Model
Introducing the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.
In Episode one...
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