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Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can you keep up the momentum and generate support from your team? That’s a challenge virtually every process manager, project manager and change leader faces today. But members of our Boomer Process Circle have an advantage over people out there trying to handle it on their own: a network of peers facing the same opportunities and challenges. T

Social media can be an incredibly powerful tool for driving brand awareness, and having employees engage and share can extend your reach....

Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...

Many team members and coworkers feel uncertain about how to respond when a coworker is dealing with loss and grief. I recently lost my dad, and the experience made me realize how important it is to support people appropriately when grieving. So today, I want to share my thoughts on what employers can do to help their staff through grief—from small acts of kindness to specific processes—so you can create a supportive environment for those who experience emotional pain or loss

Are you looking for ways to level up your firm's capabilities? Leadership training at all levels can be a powerful tool in creating your...

My mindset and thought process to write this article primarily come from three books I've read this year: The Icarus Deception and This...

In accounting, staying on top of current trends and looking for ways to leverage them as part of your firm strategy is crucial. Each year, the consultants at Boomer Consulting discuss our forecasts for the coming year in five areas critical to a firm's success: process, talent, leadership, technology and growth. We develop these forecasts based on what we see while working with firms, attending industry conferences, and meeting with our community members. Today, I'd like to s

Are you creating a marketing plan from scratch? You don't need to feel overwhelmed or frustrated—everyone has had to start somewhere....

As a leader in your firm, you understand how important it is for the accounting professionals on your team to stay on top of their CPE...

Do you want to ensure that your top performers stay engaged and productive over the long term? Do you want to keep them on the path to...

TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You also recognize how valuable sharing knowledge and engaging with professionals facing similar challenges can be. But are you the only person in your firm engaging in that peer community? If so, you could miss some valuable benefits of attending with your team. Attending our Boomer Circle communities as a team has become integral to many succe

If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential strategies and opportunities that exist. However, the right approach is essential for finding success in an ever-changing market. Instead of just focusing on what has worked before, it's critical to explore new ways of thinking and planning to advance business objectives. Today, let's discuss how a holistic view of your firm's growth strategy

As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to serve your clients. Automating specific processes can open up possibilities in all these areas; it enables you to minimize manual data entry, reduce errors and shows your clients that you are in touch with modern technology. However, automating business processes isn't as simple as flipping a switch. There are many considerations involved in

Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is reliable, accurate and secure. However, knowing how best to structure your data governance team can be difficult. Building a team that works well together can be tricky because each member brings unique skills and expertise but also needs to work within the firm's vision and budget. In this post, we explore how you can build an effective dat

It's a difficult reality in any profession, but especially for CPA firms: employees eventually leave. It can be disruptive, have financial implications, and generally cause anxiety within your team. But there are ways to respond to this disruption by strategically looking at the positives of resignations and approaching them with an open mind. If you're a leader of a CPA firm coming to terms with one or more employee departures during the Great Recession, here's how to face t

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Employee volunteerism is a company-supported initiative that allows employees to volunteer their time and resources to the community and...

As parents or caregivers, we want to educate our children, give them personal and professional development opportunities, and produce...

As we settle into a new year, now is the time to start thinking proactively about how to move your business forward. Change is constant, and so are technological advancements: between regulatory shifts, evolving client expectations, and a world of digital possibilities, it's easy to get overwhelmed. However, remaining stagnant isn't an option. So let's look at some dos and don'ts that you can put into place right away to ensure that your firm remains competitive in this ever

We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the new processes and technology you implemented ahead of busy season run smoothly. Most firms will put process improvement on hold for the next few months. But did you know that despite the chaos around your office, continuous improvement can remain an integral part of your day? Don't worry—I'm not suggesting you need to add hours of work to you