E193 - Navigating the Struggles between Outsourcing Strategy
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...
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- Jul 30
- 1 min
E190 - Change Management
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...
- Jul 11
- 3 min
Operational Management of Technology: Bridging the Gap Between Implementation and Ownership
Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent
- Jul 11
- 3 min
Two thirds of US organizations say audit processes hinder their growth
Traditional audits are holding back organizations across the US from achieving their growth potential, with accountancy firms cautious to...
- Jun 11
- 3 min
Onboarding Tech and Process: A New Employee's Transition to a Paperless Office
One of my biggest surprises during the onboarding at Boomer Consulting, Inc. was the dearth of office paper and printers. In fact, I know...
- May 21
- 5 min
The 8-Step Process for Building Strong Partnerships
Learn the 8-step process for building strong referral partnerships to drive business growth. Discover how to identify ideal clients...
- May 21
- 5 min
Change Isn’t Enough
Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some...
- May 21
- 3 min
Technology + Process = Rocket Fuel for Your Firm
The rate of change in the accounting profession is greater than ever, and there are no signs of slowing down. Integrating technology with st
- Mar 26
- 1 min
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
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...
- Mar 19
- 4 min
Visioning: The Foundation for Business Transformation
Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and...
- Mar 19
- 3 min
Creating a Structures Process for Innovation in Your Firm
As accounting firms face unprecedented technological advancements and shifting market demands, more leaders are looking to their teams to...
- Feb 27
- 3 min
Documenting Firmwide Processes: It’s a Team Sport
Process improvement has been on my mind recently, as Boomer Consulting, Inc. is embarking on a comprehensive process improvement project....
- Feb 6
- 3 min
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...
- Jan 30
- 1 min
E166 - Automated Reporting Using PowerBI
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...
- Jan 16
- 3 min
Shifting Mindsets: From Client Filtering to Revenue Replacement
In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...
- Nov 28, 2023
- 1 min
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...
- Oct 31, 2023
- 3 min
Rethinking Technology Fees: A Modern Approach to Accounting Firm Pricing
Today's accounting firms increasingly rely on digital tools, software and automation to provide efficient and accurate services. The...
- Oct 31, 2023
- 4 min
3 Components of Data Governance: People, Process & Technology
Data has become one of the most valuable assets for accounting firms and businesses in general. Effective data governance lays the...
- Oct 31, 2023
- 3 min
Avii Workspace Solves Automated Engagement Letters for Accounting Firms
Are you tired of the time-consuming and cumbersome process of managing engagement letters in your accounting firm? With Avii Workspaceâ„¢,...
- Oct 19, 2023
- 4 min
How to Create & Empower a Cross-Functional Team
Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and...
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