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What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or would there be utter chaos? We spend a great deal of time talking and thinking about the need to develop the next generation of leaders at the top of the firm, but what about all the other critical areas of the firm beyond the partner group? Technology, human resources, training and learning, marketing... the list goes on. Are you paying at

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...

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...

Technology is central to a CPA firm and how it delivers service to its clients. While that’s true for many businesses, the accounting...

Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some variation. We often refer to this as directional innovation. You will get incremental improvement if you put a group of like-minded thinkers in a room. The key is transformation. What is transformation? Transformation means doing something utterly and radically different. Stepping outside of the box isn’t enough. We need to transform the box i

From Strategy to Technology, Strategic Alliance Brings Together Critical Building Blocks to Enable a Modern Technology Proficient...

The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively managing client expectations, and ensuring they never miss a deadline. Now, more firms are recognizing the importance of project management in driving efficiency and success. But what is project management? How does it differ from engagement management? And what project management tools should firms use to track projects and hold team memb

Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...

For today's firm leaders, one of the most pressing challenges isn't just attracting talent, but also holding on to them and preparing them for partnership. The traditional trajectory to partner status took well over a decade. However, many firms are accelerating that pathway in today's fast-paced and highly competitive accounting labor market and with changing generational expectations. Leading firms are looking at faster promotion tracks to stay competitive and hold onto the

Not long ago, creating a dedicated learning and development role in a CPA firm was unheard of. Most firms simply put someone in charge of tracking CPE hours, viewing it as a compliance exercise rather than a talent development strategy. Where do you start if your firm recently elevated the role of learning and development and you're building the department from scratch? With proper planning, management skills, support systems, and creative ideas, you can transform your firm f

Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...

Are you ready to take your CPA firm into the future? As a firm leader, you’re likely feeling pain on several fronts, from talent...

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

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

Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools and applications in the industry. What happens when they return to their firms? Often, the first thing firm leaders do is task their IT teams with implementing them. We love to see that kind of enthusiasm for technology, but before diving head-first into product demos, take a step back and think about what you hope to solve by implementing ne

February 8, 2023 — To help accounting firms make the switch from traditional invoicing methods to simple e-invoicing, QuickFee (ASX:...