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Transformation doesn’t happen by accident. It takes the right people, clear roles and shared accountability. This article explores how firms can build transformational teams that align people, process and technology to drive sustainable change—and why dedicated roles in process, project and change management make the difference.

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...

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...

Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent

Traditional audits are holding back organizations across the US from achieving their growth potential, with accountancy firms cautious to...

One of my biggest surprises during the onboarding at Boomer Consulting, Inc. was the dearth of office paper and printers. In fact, I know...

Learn the 8-step process for building strong referral partnerships to drive business growth. Discover how to identify ideal clients...

Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some variation. We often refer to this as directional innovation. You will get incremental improvement if you put a group of like-minded thinkers in a room. The key is transformation. What is transformation? Transformation means doing something utterly and radically different. Stepping outside of the box isn’t enough. We need to transform the box i

The rate of change in the accounting profession is greater than ever, and there are no signs of slowing down. Integrating technology with st

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...

Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and transform to stay relevant and competitive. Visioning is critical in driving business transformation, providing the entire organization with a clear sense of direction, purpose and motivation. A powerful vision articulates what the company aspires to be, do, have, experience and create in the future, setting the foundation for strategic deci

As accounting firms face unprecedented technological advancements and shifting market demands, more leaders are looking to their teams to bring ideas for software and innovations that can enhance efficiency and help the firm maintain a competitive edge. However, innovative firms need a structured process to evaluate and incorporate these innovations into the firm. While the process might vary from organization to organization, this article delves into why a defined proces

Process improvement has been on my mind recently, as Boomer Consulting, Inc. is embarking on a comprehensive process improvement project....

A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid concern. After all, firms invest a lot of time and resources into improving and refining their processes, so they want those changes to stick. However, it’s essential to recognize that you can’t impose true accountability; you have to nurture it through deliberate and strategic actions. In this article, we’ll outline these actions, focusing

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...

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting ways with revenue-generating clients. This concern is valid in a profession where client retention is traditionally equated with firm stability and success. However, I propose a shift in perspective: moving from the notion of client filtering to a strategy of revenue replacement. This approach isn’t about reducing client numbers (althoug

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

Today's accounting firms increasingly rely on digital tools, software and automation to provide efficient and accurate services. The costs associated with staying technologically competitive have surged. The COVID-19 pandemic further accelerated the need for digital solutions as remote work and virtual client interactions became the norm. To meet these challenges, many accounting firms are revisiting the concept of charging a "technology fee" to offset their technology-relate

Data has become one of the most valuable assets for accounting firms and businesses in general. Effective data governance lays the foundation for maintaining data integrity, security and accessibility. While many firm leaders recognize data governance's important role in ensuring success and compliance, they don’t know what they don’t know. Unfortunately, they might not realize where their data governance efforts have fallen short until there’s an issue—either a data breach o

Are you tired of the time-consuming and cumbersome process of managing engagement letters in your accounting firm? With Avii Workspace™,...