Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

Still using spreadsheets to manage HR? Discover why it's time for your accounting firm to upgrade to an HRIS. From automating onboarding to boosting compliance and employee satisfaction, this article outlines the key benefits and what to look for in a system that supports your firm’s growth.

Learn how to shift from compliance to strategic financial leadership, leveraging forecasting tools, automation, and real-time insights.

Discover how a bold career change and the DOS process—Dangers, Opportunities, and Strengths—can guide strategic planning for growth.

It’s a common issue for smaller firms unable to outsource all employee benefits administration (or hire a full-time employee to handle it), at the same time too big to make it the responsibility of someone who already has a full-time role in the firm. That’s the position we’ve found ourselves in at Boomer Consulting. Fortunately, outsourcing isn’t an all-or-nothing proposition. We’ve found a balance by outsourcing some aspects of the responsibility while keeping some in-house

For any working professional, email is both a blessing and a curse. It made asynchronous communication easy and accessible, but for most of us, email also means we spend a lot of unproductive time managing our bottomless email inboxes. In 2024, it's time to take control of your inbox. The email quagmire Email has become the default communication tool in the professional world. However, its convenience is a double-edged sword. A McKinsey study found workers spend 28% of

Every business needs sound accounting policies and procedures. While accounting firms often help clients identify the guidelines they need to have in place to protect themselves, prevent fraud and operate efficiently, firms sometimes neglect their internal operations. Two critical internal policies and procedures every firm needs to address are expense reimbursement and company credit card usage. These policies can help your firm establish rules that promote financial account

If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities. Staying on top of everything can be challenging without losing focus or feeling burnt out. That was my situation, but I discovered I didn't have to do it alone. Instead, I was able to leverage outsourced talent to bolster and free up my time. I'd like to share how you can do the same and make room for more strategic priorities to benefit your

Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've all been there. But one simple change can help boost your productivity and create more capacity to take on higher-level work: task batching. This powerful technique can help you organize projects, prioritize tasks, and maximize efficiency while helping reduce stress levels on busy days. What is task batching? Task batching is a time manage

Accounting firms and companies around the globe are in the midst of many finance and accounting professionals’ least favorite times of the year: budgeting season (although I enjoy it). Budgets are crucial for setting plans and identifying opportunities to keep the business operating and profitable. However, it’s also time-consuming and can be fraught with negotiations. The following steps can make budgeting season less of a headache for your team. Step 1: Start with a budget-

Whether you’re in HR, marketing, IT, or internal accounting, being a department of one comes with a lot of responsibility and sometimes conflicting priorities. At the same time, you can start to feel siloed. Because no one else in the firm does the same job as you, it can be tough to find someone to bounce ideas off of. As Boomer Consulting’s financial and accounting coordinator, I’m a department of one. Here are my tips for improving your day-to-day while continuing to move

Delegating, outsourcing, and automating tasks can increase your capacity at work. Whether your plate is too full or you’re looking towards starting new projects, these activities can help you make room on your plate. But there’s one vital key to these activities that you need in place before you can start: process documentation. If your internal processes aren’t appropriately documented, it will be challenging to delegate, outsource, or automate. Training someone else or mapp

People sometimes become disengaged at work, whether from dissatisfaction with their jobs or disruptive events in their personal lives. But employee disengagement has reached crisis levels in the past year and a half. It’s not hard to find a reason. We’ve all experienced the stress of living through a pandemic, abrupt shifts to working from home, economic uncertainty, work and family stress to some extent. Disengagement doesn’t only hurt one person’s work. It can also spread t

How many of your team members are chronically stressed out, dealing with anxiety or even depression? It’s tough to know, isn’t it? If your coworker shows up with their arm in a cast, it’s easy to tell they broke their arm. But the symptoms of stress, anxiety, depression and other mental health conditions can be hard to see. People are often hesitant to discuss their mental well-being at work. That’s why it’s important to create a firm culture that promotes and supports mental

by Jenna Bloomfield, Financial Operations One of the most crucial processes for any successful business is billing. After all, if you have inefficient billing processes, it takes longer to get invoices out the door, and it's more difficult to collect the cash you need when you need it. With that in mind, we recently went through a Lean process improvement project over our billing practices. We learned a lot working through the process internally. Today, I'm sharing an overvie