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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...

Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an unprecedented pace of change in standards, regulations and technology. Client expectations extend past traditional tax and audit services to include advisory services, consulting on KPIs, talent, strategic planning, and more. This dynamic environment demands specialized expertise and requires young professionals to start developing that expertis

Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for transformation can stem from various needs, from integrating the latest technology to keeping up with new regulatory demands or elevating client service levels. Yet organizational change can be difficult for your team members. Most people prefer predictability and stability in their lives—especially at work. Learning how to lead change effectively

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...

Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead effectively through these transitions isn’t just desirable but essential for the survival and growth of the firm. Managing change likely isn’t a skill set you learned in college or any CPE course. So let’s delve into the critical leadership skills necessary for CPA firm leaders to manage change effectively. Communication Clear and transparent comm

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

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

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

Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...

How we work has changed dramatically in many firms over the last few years. While some professionals continue to work in a traditional office setting, many work remotely and some take a hybrid approach. But one constant among nearly every firm leader is a concern for employee engagement. That concern is well-founded. After all, every firm is feeling the pain of the war for talent, and engagement is part of an effective overall strategy for employee retention. The good news i

Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each promising to solve your firm's problems and streamline your processes. It's easy to get swept away by shiny new features. However, changing your mindset around making technology decisions can help you think beyond specific software decisions and focus on how you design the systems within your firm. So let's explore the concept of systems think

Building a strong culture within your firm is essential to keeping your team motivated and rowing in the same direction. However, it takes more than just having each person know their professional roles and being technically skilled—it requires engagement. Businesses in every industry invest a lot of time and money to foster engagement in their team members. But, unfortunately, their efforts sometimes encourage camaraderie rather than engagement, and that's a whole different

In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do this is by creating employee resource groups (ERGs). ERGs are a powerful way to foster a sense of belonging and engagement, aid in the recruitment and retention of talent, and provide employees with personal and professional development. Why should your firm have an ERG? ERGs play a critical role in creating an inclusive workplace culture

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

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Employee volunteerism is a company-supported initiative that allows employees to volunteer their time and resources to the community and...