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(Wilmington, DE – Feb. 1, 2024) Have you ever imagined solving the accountant shortage challenge in the US by harnessing the power of...

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting ways with revenue-generating clients. This concern is valid in a profession where client retention is traditionally equated with firm stability and success. However, I propose a shift in perspective: moving from the notion of client filtering to a strategy of revenue replacement. This approach isn’t about reducing client numbers (althoug

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Sandra...

As you celebrate making it past the Oct 15 busy season, here’s some recent news from Avii to help you with end-of-year Change Management...

The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...

If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities. Staying on top of everything can be challenging without losing focus or feeling burnt out. That was my situation, but I discovered I didn't have to do it alone. Instead, I was able to leverage outsourced talent to bolster and free up my time. I'd like to share how you can do the same and make room for more strategic priorities to benefit your

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...