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In an accounting firm, friction appears as fragmented client information, departmental silos, inefficient workflows, shadow IT, slow...

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

As a leader in your firm, you understand the importance of investing in growth. Whether you’re a small boutique firm or a larger,...

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...

It’s a fact: this year your firm will be in more danger of falling victim to cybercrime than it was last year. And although the topic can...

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. This episode, host L....

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

It's a difficult reality in any profession, but especially for CPA firms: employees eventually leave. It can be disruptive, have financial implications, and generally cause anxiety within your team. But there are ways to respond to this disruption by strategically looking at the positives of resignations and approaching them with an open mind. If you're a leader of a CPA firm coming to terms with one or more employee departures during the Great Recession, here's how to face t