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AI is transforming how CPA firms work, but success depends on more than just adopting new tools. Without proper training, firms risk low adoption and misuse. This article explores how role-based AI training helps staff at every level—from tax and audit to administration and leadership—use AI effectively, boost ROI, and embrace continuous learning in a rapidly evolving tech landscape.

It’s not too late to make progress on your career goals before the year ends. From developing leadership skills to improving communication and work-life balance, these practical tips will help you reset and refocus for lasting professional and personal growth.

Accounting firm leaders can unify processes and earn buy-in from legacy teams post-acquisition using key behavioral strategies.

Master operations leadership in CPA firms: embrace tech, foster culture, invest in growth, and drive collaboration for lasting success.

Dr. Crispin Butteriss, founding director of one of the largest community engagement platforms in the world, defines community engagement as “the process by which community benefit organizations and individuals build ongoing, permanent relationships for the purpose of applying a collective vision for the benefit of a community.” While that general definition of community engagement doesn’t reflect Boomer Consulting, Inc.’s mission per se, many of the same principles and ou

When most people think about what makes a great leader, they think about extroverted qualities like charisma, assertiveness and an outgoing nature. However, introverted leaders bring unique strengths that can benefit an organization. As a more quiet and introverted leader myself, I’ve experienced firsthand the unique advantages that this leadership style can offer. Active listening and building trust One of the core strengths of introverted leaders is their ability to listen

Every firm leader wants to enhance their firm’s operational efficiency.

Employees often face personal challenges that can impact their professional lives. As a leader, no matter how adept you are at handling professional challenges, you may be unsure how to handle personal issues. While not always easy, supporting team members through these tough times is crucial. Doing so can help your employees feel encouraged and build trust—a goal for any leader looking to maintain a loyal and productive team. Whether your employees face financial difficult

Annual goals. We all have them; we often start them in January with the best intentions. But sometimes we don't finish them. If a few goals got lost in the shuffle over the last few months, there's still time to make progress on them—if not achieve them—by year-end. And where can you improve? What can you build on? What do you want to learn more about? How do you want to transform yourself? Maybe you can start by thinking about several of the outcomes below.  Stretch yourself

In every firm, there are at least two levels of thinkers. There's the strategic level – the people who see the big picture and where the firm (and its clients) need to go – and the task manager level – the people who actually get the work done. Between those two ends of the spectrum is an important level: the insights people – those critical thinkers who ask questions, challenge the status quo, and ultimately improve any initiative. These critical thinkers are essential to a

Many team members and coworkers feel uncertain about how to respond when a coworker is dealing with loss and grief. I recently lost my dad, and the experience made me realize how important it is to support people appropriately when grieving. So today, I want to share my thoughts on what employers can do to help their staff through grief—from small acts of kindness to specific processes—so you can create a supportive environment for those who experience emotional pain or loss

Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one of the most important pieces of the puzzle. When done correctly, it can be one of the most profitable steps in any accounting firm's journey. But what does "getting client onboarding right" mean exactly? The benefits of getting client onboarding right An effective client onboarding process comes with a multitude of benefits for firms. Great

When it comes to our careers, we all want to feel like we’re a part of something bigger. We want to be surrounded by people who understand what we do and can help us grow professionally and personally. That’s why engaging in a professional peer community is so important. Penn State’s Center for Economic and Community Development defines community engagement as seeking “to better engage the community to achieve long-term and sustainable outcomes, processes, relationships, dis

As we quickly approach our 2022 Boomer Technology Circles Summit, I thought it would be an awesome opportunity to highlight some of the best ways to get the most out of your time in Kansas City! Get to know your agenda and attend all sessions Our agendas for the upcoming BTC Summit meeting are dependent on what Circle you are attending. To accommodate us at the Loews, half of the participants will have their individual day on Monday with the General Sessions on Tuesday, and

Is your calendar full of video conferences and other meetings? You’re not alone. According to a survey of more than 500 knowledge workers by the engagement app Polly, we’re spending five times more time in meetings than we did before the pandemic. We’ve noticed the same trend — and signs of meeting overload — internally. While Boomer Consulting, Inc. was a fully remote firm long before the pandemic shut down many offices, the number of hours our consultants and team members s

For most professionals, workloads shift and move many different directions throughout a year. How do you handle the ups and downs that could spell the difference between taking your career to the next level and drowning in your to-do lists? If you learn to balance your heavy workload, you just might be able to avoid the dreaded burnout and find some peace of mind. With the coronavirus still very much apart of our daily lives the importance of balance in our lives has never be

We are excited to announce that we will getting back to in-person meetings starting with the 2021 Boomer Technology Circle Summit in August. Thank you for all the input from members, advisory boards and sponsors in helping us in the decision making process. While significant progress has been made toward opening back up, we recognize that not everyone will be ready or even allowed to travel by August so we are working hard on a blended event that will provide a valuable exper