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Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and transform to stay relevant and competitive. Visioning is critical in driving business transformation, providing the entire organization with a clear sense of direction, purpose and motivation. A powerful vision articulates what the company aspires to be, do, have, experience and create in the future, setting the foundation for strategic deci

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

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...

As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business transformation truly is can be challenging. Unfortunately, some firm leaders think business transformation simply means offering additional services or moving service delivery to the cloud. While these can be part of the transformation, they're not the whole story. So let's look at what true business transformation means in a CPA firm. Business

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

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 all been there. But one simple change can help boost your productivity and create more capacity to take on higher-level work: task batching. This powerful technique can help you organize projects, prioritize tasks, and maximize efficiency while helping reduce stress levels on busy days. What is task batching? Task batching is a time manage