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E199 - Trend Update: The Transformation Triangle
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...
Oct 8, 20241 min read


E190 - Change Management
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...
Jul 30, 20241 min read


Seeking Buy-In for Process Improvement? 100% Is Not the Goal
In our work with firms, we talk a lot about buy-in. Whether we’re implementing new software or improving processes, every firm wants its people to get on board and excited about the future. While buy-in is essential, we also find that sometimes those expectations are unreasonable. You’ll never achieve 100% buy-in, and if that’s what you’re waiting for to make a change, you’re setting yourself up for failure. You can succeed by anticipating resistance and understanding how thi
Jan 22, 20243 min read


Changing Mindsets for Advisory Services
Expanding advisory services is a hot topic at virtually every accounting conference and our Business Transformation Circle meetings. Some firm leaders ask how they can hire or develop the necessary skills. Others opt to purchase consulting firms to acquire the talent (and client base) to hit the ground running. Whether they build it or buy it, I caution firms not to attempt to run a consulting firm like their traditional tax and audit practices. Otherwise, you'll spend a lot
Jan 4, 20244 min read


Your End-of-Year Change Management and Software Needs
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...
Oct 26, 20231 min read


E98 - Your Firm’s Next Hire: A Project Manager
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Sep 20, 20221 min read


3 Steps to Helping People Embrace Change
Navigating the dynamics of change can be a challenge for accounting firms. Employees may become anxious or resistant or even actively...
Jun 15, 20213 min read


What’s Next? It’s Time to Focus on Accounting Experience Management
Change management is more than what you do. It’s how you do it, and how it is perceived, experienced and measured. Avii calls this...
Jun 15, 20215 min read


E32 - Shifting from Change Management to Change Leadership
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jun 8, 20211 min read
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