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The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively managing client expectations, and ensuring they never miss a deadline. Now, more firms are recognizing the importance of project management in driving efficiency and success. But what is project management? How does it differ from engagement management? And what project management tools should firms use to track projects and hold team memb

In our work with firms, we talk a lot about buy-in. Whether we’re implementing new software or improving processes, every firm wants its people to get on board and excited about the future. While buy-in is essential, we also find that sometimes those expectations are unreasonable. You’ll never achieve 100% buy-in, and if that’s what you’re waiting for to make a change, you’re setting yourself up for failure. You can succeed by anticipating resistance and understanding how thi

It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As management guru Peter Drucker famously said, "What gets measured gets managed." But how do you decide what to measure? What type of performance data accurately depicts your firm's current state? We delved into these questions at our recent Boomer Process Circle meeting. I'm sharing that discussion to help you develop a plan for collecting valuable

Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can you keep up the momentum and generate support from your team? That’s a challenge virtually every process manager, project manager and change leader faces today. But members of our Boomer Process Circle have an advantage over people out there trying to handle it on their own: a network of peers facing the same opportunities and challenges. T

What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products you may or may not want to buy? Or are they strategic business partners—a resource of knowledge and experience you can tap into when making technology decisions or working through process improvements? When we work with firms to ensure their processes are consistent, efficient and focused on client value, we encourage involving their solutio

The complexity and rate of change in the accounting profession today require firms to juggle multiple projects throughout the year: evaluating technology decisions, handling recruiting, training and onboarding, process improvement initiatives, strategic planning, mentoring and coaching, to name a few. Often, responsibility for all these projects falls on partners already busy with marketing and business development, client service and practice management. If that sounds famil

As we settle into a new year, now is the time to start thinking proactively about how to move your business forward. Change is constant, and so are technological advancements: between regulatory shifts, evolving client expectations, and a world of digital possibilities, it's easy to get overwhelmed. However, remaining stagnant isn't an option. So let's look at some dos and don'ts that you can put into place right away to ensure that your firm remains competitive in this ever

We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the new processes and technology you implemented ahead of busy season run smoothly. Most firms will put process improvement on hold for the next few months. But did you know that despite the chaos around your office, continuous improvement can remain an integral part of your day? Don't worry—I'm not suggesting you need to add hours of work to you

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...