The Secret to Enforcing Consistent Processes
A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid...
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Nov 28, 20231 min read
E158 - The Evolution of Process Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Arianna...
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Oct 31, 20234 min read
Harnessing Metrics for Accounting Firm Success
Technology and metrics have become integral tools for accounting firms striving to stay competitive and profitable. In my work with many...
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Sep 19, 20233 min read
10 Steps for Developing Firm-Wide Metrics for Process Improvement
It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As...
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Jan 17, 20234 min read
The Benefits of Getting Client Onboarding Right
Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one...
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Sep 13, 20223 min read
Are You Basing Decisions on Junk Employee Engagement Metrics?
Employee engagement has shifted from solely a human resources metric to a top priority in many firms. But we have a long way to go....
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Apr 19, 20222 min read
Benefits of Sharing Metrics with Peers
Recently, members of our Boomer Technology Circles and Boomer Managing Partner Circle received an invitation to participate in our annual...
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Jan 25, 20224 min read
7 IT Strategies to Ensure Success
What does your firm spend on technology? Do you get the return on investment you expect? Is your technology up to date? Are you focused...
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Nov 30, 20211 min read
E57 - Powerful Metrics to Track From a Client's Perspective
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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Sep 14, 20213 min read
CPA Firm Metrics from a Client's Perspective
One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
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