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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

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

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

Employees often face personal challenges that can impact their professional lives. As a leader, no matter how adept you are at handling professional challenges, you may be unsure how to handle personal issues. While not always easy, supporting team members through these tough times is crucial. Doing so can help your employees feel encouraged and build trust—a goal for any leader looking to maintain a loyal and productive team. Whether your employees face financial difficult

Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...

Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...

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

Many team members and coworkers feel uncertain about how to respond when a coworker is dealing with loss and grief. I recently lost my dad, and the experience made me realize how important it is to support people appropriately when grieving. So today, I want to share my thoughts on what employers can do to help their staff through grief—from small acts of kindness to specific processes—so you can create a supportive environment for those who experience emotional pain or loss

Are you creating a marketing plan from scratch? You don't need to feel overwhelmed or frustrated—everyone has had to start somewhere....