top of page

Industry Insights:
Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.


E161 - The Evolution of Growth 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 Jim...
Dec 19, 20231 min read


Revamping Your Business Development Process
The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...
May 24, 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


E124 - How to Take a New Approach to Growth & Client Filtering
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 28, 20231 min read


Getting Started with Advisory Services
Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...
Feb 20, 20233 min read


E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Jan 31, 20231 min read


The Trusted Advisor’s Reading List
One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years as you are today except for the people you meet and the books you read.” Many leaders in the accounting profession are rarely seen without a book (or e-reader) in their hands, and it’s easy to see why. Books allow people to consume an enormous amount of information relatively quickly. As a voracious reader, I often share book recommendations
Jan 5, 20234 min read


E95 - Packaging, Pricing & Naming Advisory Services
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 30, 20221 min read


10 Strategies to Improve Client Accounting Services
Many CPA firms are risk-averse, but are you so risk-averse that you’re missing value-added opportunities? Technology is rapidly changing...
Jul 19, 20224 min read


Packaging and Pricing Services
You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and likely many more. The problem is, when your team talks to clients, they primarily discuss one or two services rather than offering a package of services that would benefit the client and generate more revenue for the firm. Not only does this leave money on the table and do a disservice to your clients, but it prevents your team from living up t
Apr 19, 20223 min read


Packaging, Pricing & Naming Advisory Services
The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....
Apr 5, 20224 min read


The Secret Ingredient to Better Resource Management and More Profitable Engagements
Like all industries, accounting firms are feeling resourcing pressure associated with ‘The Great Resignation’ and, with tax season upon...
Feb 8, 20224 min read
bottom of page
