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Visioning: The Foundation for Business Transformation
Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and...
Mar 19, 20244 min read


The 5 C’s of Building or Buying Alternative Practices
It’s becoming common knowledge: accounting firms are slowly but surely transforming themselves from tax and audit firms into...
Oct 4, 20233 min read


E148 - CAS Transformation is Only a Piece of Overall Business Transformation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Sep 19, 20231 min read


What Is Business Transformation?
As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business...
May 2, 20233 min read


The Big Picture
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...
Mar 21, 20234 min read


Increase Your Productivity with Task Batching
Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've...
Feb 7, 20234 min read


E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Jan 31, 20231 min read


How to Stand Out from the Competition
As we talk to accountants from firms throughout the country, we hear a familiar lament: the profession is more competitive than ever. As...
Sep 7, 20223 min read
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