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Many tax practices invest heavily in efficiency but struggle to grow profitably. This article explores why focusing on capacity alone creates a growth ceiling—and how building advisory capability, supported by leadership commitment and technology, drives long-term value and resilience for tax firms.

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Jacqueline Lombardo share highlights from the latest CAAS Circle meetings, where leaders of client accounting and advisory services came together to discuss growth, pricing, technology, and talent. From the rising urgency around AI adoption and upskilling to rethinking pricing strategies and packaging

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer go behind the scenes of the latest CAAS Circle meeting, where client accounting and advisory leaders gathered to share what’s working, where they’re evolving, and how they’re preparing their firms for the future. From conversations around AI readiness and evolving career paths to proactive

On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jim Boomer about the Boomer CAAS Circle.

For any working professional, email is both a blessing and a curse. It made asynchronous communication easy and accessible, but for most...