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Value Protection is Not Optional
Accounting firms work hard to create value through stronger services, technology investments and talent development. But many firms still struggle to capture the full value of that work. This article explores why pricing discipline and centralized billing are becoming essential strategies for protecting profitability, improving realization and supporting long-term firm growth.
May 115 min read


Capacity Without Capability Is a Growth Trap for Tax Practices
Many tax practices invest heavily in efficiency but struggle to grow profitably. This article explores why focusing on capacity alone creates a growth ceiling—and how building advisory capability, supported by leadership commitment and technology, drives long-term value and resilience for tax firms.
Jan 134 min read


How CPA Firms are Being Smarter About Improving Productivity
CPA firms are under pressure to do more with fewer people while keeping teams engaged and productive. Leadership Analytics™ offers data-driven insights to align hiring, team-building, and leadership development with the natural strengths of your people. Learn how firms are using these tools to reduce stress, improve collaboration, and gain a competitive edge.
Oct 1, 20253 min read


How to Strengthen Internal Messaging During Times of Change
Strong internal messaging is critical for leading change. Learn how firm leaders can sustain momentum and gain buy-in from team members.
May 12, 20254 min read


The Rise of Growth Leaders: Shaping the Future of Accounting Firms
Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t
Nov 18, 20243 min read


The Power of a Positive Mindset
Years ago, I read Jon Gordon's book The Positive Dog: A Story About the Power of Positivity. The book tells the story of two dogs that live within each of us. One is optimistic, happy and smiling. The other is resentful, sad and scowling. Daily, with each situation, challenge and opportunity, we can choose which dog to entertain. The book proposes that entertaining the “positive dog” has many benefits, including whether you will ultimately be happy or unhappy. According to th
Aug 21, 20242 min read


The Connection Between Client Experience and Employee Experience
Improving the client experience and employee experience drives growth. Learn strategies to evolve your business model for better talent rete
Jul 28, 20243 min read


Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are certainly essential elements, it’s important not to overlook the role of client filtering and onboarding. These initial steps—which take place before we’ve spent any time working on the engagement—are more than just formalities. They’re critical strategies that determine the quality of client relationships. Something so important should have a
Jun 6, 20243 min read


5 Growth Trends for 2024
Each year, our consultants meet to look into the crystal ball and predict the direction the accounting profession will take in the coming year. These meetings always incite lively discussion, especially now that the profession is undergoing a significant transformation driven by rapid technological advancements and evolving client expectations. Awareness of the following growth trends will help you enhance your firm’s client experience and secure a competitive edge in the m
Apr 9, 20243 min read


Self-Care for HR Professionals
Over the past few years, HR professionals have been tasked with the monumental responsibility of recruitment, retention and supporting employee mental health and wellbeing through the pandemic and the Great Resignation. They’ve done a phenomenal job navigating these challenges, implementing innovative strategies to keep teams engaged, fostering environments conducive to virtual collaboration, and being an empathetic ear for employees navigating personal and professional storm
Nov 28, 20234 min read


Bridging the Generational Gap with Business Development
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
Jul 25, 20234 min read


5 Growth Trends for 2023
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
Apr 11, 20235 min read
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