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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

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

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

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

Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an...

In Lewis Carroll’s Alice’s Adventures in Wonderland, when Alice asks the Cheshire Cat which way she should go, he responds, “If you don’t know where you’re going, any road will take you there.” The same can be said of a career. That’s why it’s essential to consider where you are and where you want to be. Without a defined career path, you risk overlooking opportunities and feeling as if you’re never quite in control of your destiny. Fortunately, this isn’t as daunting a task

Marketing your firm’s services can be challenging, especially when you have a small budget. The good news is that marketing doesn’t have...

Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead effectively through these transitions isn’t just desirable but essential for the survival and growth of the firm. Managing change likely isn’t a skill set you learned in college or any CPE course. So let’s delve into the critical leadership skills necessary for CPA firm leaders to manage change effectively. Communication Clear and transparent comm

In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have to set the stage for long-term employee engagement and productivity is through a well-structured onboarding process. This article delves into why effective onboarding is crucial and outlines best practices to ensure your new hires are set up for success from day one. Why employee onboarding matters Onboarding goes beyond mere orientation; i

Marketing is ever-evolving. Social media platforms rise and fall out of favor, artificial intelligence upends content creation, and...

Most of us have days when we cannot stay “in the zone.” We stare at the computer, realizing we’ve done nothing for several minutes. Or,...

As human beings, it can be easy to think negatively about many aspects of our work and life. Whether it is about yourself, your company,...

Technology is evolving much faster today than it did a few years ago. An internally built solution might address the challenges and...

For managing partners, it's easy to get caught up in the day-to-day responsibilities of running the firm and forget about employee...

Annual goals. We all have them; we often start them in January with the best intentions. But sometimes we don't finish them. If a few goals got lost in the shuffle over the last few months, there's still time to make progress on them—if not achieve them—by year-end. And where can you improve? What can you build on? What do you want to learn more about? How do you want to transform yourself? Maybe you can start by thinking about several of the outcomes below.  Stretch yourself

Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and advisory firm. However, cultivating this environment is often easier said than done. It requires a commitment to constant change, a willingness to embrace that change and—perhaps most importantly—the right people leading the charge. Enter the cross-functional team—a diverse group of individuals from different levels and departments who bring

It’s becoming common knowledge: accounting firms are slowly but surely transforming themselves from tax and audit firms into multidisciplinary professional service firms, offering everything from IT to HR, marketing, strategic planning, web development, insurance, recruiting and more. In fact, advisory services are growing faster than other service lines in the Big 4 and other large firms. Many of these services a firm can provide relatively easily. For example, if the firm a

Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're always trying to catch up. So how can you capture all those questions, to-dos, deadlines and requirements to stay on top of your work and feel less overwhelmed? In this article, we'll look at some of the best ways to keep track of things during the workday or week, helping you take control of your time and to-do list. The toll of task switc

More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...