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Packaging, Pricing & Naming Advisory Services
The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....
Apr 5, 20224 min read
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E73 - Signs Your Remote Team Members Need More Training
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 29, 20221 min read
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Guide to Outsourcing Summary
Outsourcing is not a new strategy. The banking, medical, insurance and legal industries have all been outsourcing to various countries...
Mar 17, 20222 min read
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E70 - Identifying Your Ideal Client
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...
Mar 8, 20221 min read
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E69 - The Role Technology Plays in M&A – a Boomer Pubcast
Welcome to our first Boomer Briefing Pubcast, where we grab a pint and have an unscripted conversation about the CPA profession. This...
Mar 1, 20221 min read
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The Vision of Success
Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...
Feb 8, 20226 min read
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5 Ways to Address Talent Constraints
The Great Resignation has been a hot topic of discussion in firms around the country. People are leaving their current jobs — not just...
Feb 8, 20224 min read
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4 Ways to Create a Transgender-Inclusive Firm
Work is stressful. And many transgender people have the added stress of denying or suppressing their gender identity because it doesn't...
Feb 8, 20223 min read
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The Future of Accounting: Working In a Connected Firm
In addition to changing workforces that are more geographically distributed and tech savvy than ever before, robotic process automation...
Feb 2, 20222 min read
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E64 - From Disruption to Advantage
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jan 25, 20221 min read
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E63 - Creating One Culture After a Mergers or Acquisition
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jan 18, 20221 min read
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Consultant vs. Advisor: What’s the Difference?
For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...
Dec 15, 20213 min read
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3 Security Best Practices for 2022
Cybercriminals are targeting tax firms at increasing rates – and it isn’t just the big firms that are targets of these attacks. In 2017,...
Dec 15, 20214 min read
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You Only Get Out What You Put In 
by Randi Kranzler, Amelio I started running in my late 20’s, after getting involved with the Leukemia and Lymphoma Society and signing up...
Dec 15, 20214 min read
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E59 - Key Tech Megatrends and the Impact on the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Dec 14, 20211 min read
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How CPA Firms Can Leverage Their Knowledge and Incorporate Cloud Consulting into Their Services
What started as an industry focused on providing accounting services to clients, CPA firms have evolved their offerings to include...
Dec 13, 20213 min read
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Why CPA Firms Should Embrace Digital Transformation
CPA firms must improve processes and procedures to keep growing and be successful. Modernizing the business allows them to increase their...
Dec 9, 20213 min read
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Tracking Your Firm’s Workflow Beyond Tax and Audit
by Randi Kranzler, amelio, by HKMP Technologies Whether you’re performing tasks yourself or delegating them to staff, managing and...
Oct 22, 20211 min read
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E50 - Why Succession Planning Shouldn't Focus Only on Partners
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. In the 50th episode,...
Oct 12, 20211 min read
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CPA Firm Metrics from a Client's Perspective
One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
Sep 14, 20213 min read
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