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Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...

Technology and metrics have become integral tools for accounting firms striving to stay competitive and profitable. In my work with many of the country’s top firms, I’ve witnessed firsthand the transformative power of measuring what matters. One question we often get is, “Which metrics should we track?” Unfortunately, there’s no one-size-fits-all formula for selecting the right metrics for your firm. Finding balance in the numbers There are a variety of metrics you can use t

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...

Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...

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...

The skills shortage is a critical issue facing businesses worldwide, and those that fail to address it may struggle to achieve their...

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

[Kansas City, MO, August 15, 2023] – Boomer Consulting, Inc., the leading provider of peer communities, thought leadership and unique...

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

There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm leaders must work around or manage. However, with a change in mindset, we can begin bridging the generational gap and use it as a strategic advantage in business development and growth. 5 generations in the workplace First, let's look at the five generations that make up the modern workforce, with characteristics of each according to the S

The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...

Compensation—particularly partner compensation—often leads to considerable debate in most firms. The discussion has only become more...

[Kansas City, MO, July 10, 2023] - Boomer Consulting, Inc., a leading consulting firm specializing in advising accounting firms and...

Often, firm leaders discuss succession planning, they focus on the partner level. Which managers can they see leading the firm when the current partners are ready to retire? Unfortunately, that laser focus on partner succession ignores the importance of preparing people in other levels of the firm to advance in their roles. Everyone in the firm–at all levels–needs to think about how they're preparing the people beneath them to step up. Do you have a professional development

The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...

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

Are you looking for ways to level up your firm's capabilities? Leadership training at all levels can be a powerful tool in creating your...

In accounting, staying on top of current trends and looking for ways to leverage them as part of your firm strategy is crucial. Each year, the consultants at Boomer Consulting discuss our forecasts for the coming year in five areas critical to a firm's success: process, talent, leadership, technology and growth. We develop these forecasts based on what we see while working with firms, attending industry conferences, and meeting with our community members. Today, I'd like to s

As a leader in your firm, you understand how important it is for the accounting professionals on your team to stay on top of their CPE...

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