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Enhancing the Client Experience: A Strategic Approach
Enhancing the client experience (CX) has become a cornerstone for success in many accounting firms. As the profession navigates through...
Jan 16, 20243 min read


E158 - The Evolution of Process Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Arianna...
Nov 28, 20231 min read


How to Create & Empower a Cross-Functional Team
Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and advisory firm. However, cultivating this environment is often easier said than done. It requires a commitment to constant change, a willingness to embrace that change and—perhaps most importantly—the right people leading the charge. Enter the cross-functional team—a diverse group of individuals from different levels and departments who bring
Oct 19, 20234 min read


Five Advantages of Cross-Functional Teams
Previously Published in Accounting Today | March 2022 Cross-functional teams using the agile approach can provide your firm an edge or...
Jun 14, 20225 min read
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