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Technology for Content Creation and Scheduling
Content is a highly effective way to capture and nurture leads. The more relevant content your firm creates, the more trust you build...
Jul 12, 20223 min read
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Digital Transformation for CPA firms with Business Process Automation
From mitigating unprecedented macro environments to adapting to new operational workflows, professionals in all industries find...
Jul 12, 20224 min read
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Why Risk Advisory Services Represent the New Frontier of Assurance and Advisory
by Jin Chang, CEO & Co-Founder, Fieldguide There’s a big opportunity looming for assurance and advisory practices. Information security...
Jul 12, 20226 min read
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Where Does Recurring Billing Have the Biggest Potential Impact?
by Claire Scott, QuickFee When your clients get regular services, placing them on a recurring payment schedule just makes sense. It adds...
Jul 12, 20224 min read
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Hiring Senior Workers: A Solution to the Great Reshuffle
Have you heard? The Great Resignation is now the Great Reshuffle, and it makes sense. Tens of millions of people aren’t simply choosing...
Jun 14, 20224 min read
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Five Advantages of Cross-Functional Teams
Previously Published in Accounting Today | March 2022 Cross-functional teams using the agile approach can provide your firm an edge or...
Jun 14, 20225 min read
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8 Steps for Setting Revenue Goals
How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? If you’re not thinking through...
Jun 14, 20224 min read
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Tips for Being a Department of One
Whether you’re in HR, marketing, IT, or internal accounting, being a department of one comes with a lot of responsibility and sometimes...
Jun 14, 20224 min read
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Overcoming Ageism at Work
While discrimination based on age, also known as ageism, is recognized and illegal according to the Age Discrimination in Employment Act...
Jun 14, 20224 min read
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5 Process Trends for 2022
Each year, the consultants at Boomer Consulting get together to discuss our forecasts for the coming year in five areas critical to a...
May 10, 20225 min read
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Marketing Trends for Recruitment and Hiring
Chances are, your firm has a few roles that need to be filled and your traditional recruiting tactics – job ads and word-of-mouth – just...
May 10, 20223 min read
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Prioritizing Employee Wellbeing and Combatting Burnout
Prioritizing the well-being of our people is no longer a nice-to-have goal for an organization; it is now a significant factor in...
May 10, 20224 min read
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Building a Firm of Leaders
Succession planning is a continuing challenge for accounting firm owners and leaders. According to Accounting Today, 50% of firm owners...
May 10, 20223 min read
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Automating Document Generation: Engagement Letters and Beyond
A recent trend in business process management involves generating, routing and automating documents. Automating document generation...
May 10, 20224 min read
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Packaging and Pricing Services
You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and...
Apr 19, 20223 min read
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Rethinking Firmwide Meeting Standards
Last month, Erin McCormick shared some excellent advice for overcoming meeting overload. Her advice primarily addressed what individuals...
Apr 19, 20224 min read
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How to Build an SEO Content Plan with Keywords
Earlier this year, I shared How to Use Content Marketing to Improve Your SEO. As a follow-up to that post, I thought I would share how to...
Nov 16, 20213 min read
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E42 - Your Process Improvement Team
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 17, 20211 min read
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A 3-Part System to Solve Clients’ Problems Through Your Marketing
by Heather Robinson, Marketing Manager Why does your CPA firm exist? To file tax returns? To audit financial statements? To ensure a...
Apr 16, 20213 min read
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Building Better Solution Requirements: Why, Who and How
by Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...
Apr 16, 20214 min read
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