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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...

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

With all the disruption and uncertainty in today's world, leading a CPA firm can feel like navigating uncharted waters. While it may seem like there are no certainties, one thing is for sure: successful leadership requires agility and adaptability to stay ahead of the curve. Adapting your approach both strategically and tactically allows you to be decisive when future opportunities arise with greater confidence amid complexity. This article explores how CPA firm leaders can m