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What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or would there be utter chaos? We spend a great deal of time talking and thinking about the need to develop the next generation of leaders at the top of the firm, but what about all the other critical areas of the firm beyond the partner group? Technology, human resources, training and learning, marketing... the list goes on. Are you paying at

“To live a creative life, we must lose our fear of being wrong.” – Joseph Pierce If you’re a rising star in your firm, you’ve most likely been asked, “Do you aspire to reach the partner level?” The answer could be “absolutely,” “never” or “I have no idea.” The challenge is that most of the time, the answer has a second part: “Not the way current partners are today.” So, how do you design a career that includes going to the ownership level in a way that feels authentic to you?

As trusted advisors, accounting professionals have more meetings with their clients and colleagues than ever.

Every firm leader wants to enhance their firm’s operational efficiency.

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

Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead effectively through these transitions isn’t just desirable but essential for the survival and growth of the firm. Managing change likely isn’t a skill set you learned in college or any CPE course. So let’s delve into the critical leadership skills necessary for CPA firm leaders to manage change effectively. Communication Clear and transparent comm

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...

Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and advisory firm. However, cultivating this environment is often easier said than done. It requires a commitment to constant change, a willingness to embrace that change and—perhaps most importantly—the right people leading the charge. Enter the cross-functional team—a diverse group of individuals from different levels and departments who bring

For today's firm leaders, one of the most pressing challenges isn't just attracting talent, but also holding on to them and preparing them for partnership. The traditional trajectory to partner status took well over a decade. However, many firms are accelerating that pathway in today's fast-paced and highly competitive accounting labor market and with changing generational expectations. Leading firms are looking at faster promotion tracks to stay competitive and hold onto the

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...

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...