Top 4 Process Improvement Tips for 2022
Are you looking to improve your firm’s processes in 2022? After another difficult year and grueling busy seasons, you may be looking for...
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Jan 11, 20221 min read
E62 - Process in Your CAS Services is Key to Efficiency & Consistency
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 30, 20211 min read
E57 - Powerful Metrics to Track From a Client's Perspective
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 9, 20214 min read
5 Ways to tackle top business challenges in 2022
We live in a world with self-driving cars, ubiquitous access to mobile banking, and space tourism on the horizon, yet accounting...
Oct 27, 20211 min read
Automating Document Generation Beyond Engagement Letters
by Randi Kranzler, amelio, by HKMP Technologies A recent trend in business process management involves generating, routing and automating...
Oct 26, 20211 min read
E52 - The Future of Process Improvement
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Oct 19, 20214 min read
5 Process Trends Impacting Your Firm Today
The decisions you make about your people, processes and technology don’t just impact your firm today. They determine your trajectory over...
Sep 14, 20213 min read
CPA Firm Metrics from a Client's Perspective
One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
Aug 17, 20211 min read
E42 - Your Process Improvement Team
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jul 13, 20211 min read
E37 - The Evolution of Client Experience
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jun 15, 20213 min read
3 Steps to Helping People Embrace Change
Navigating the dynamics of change can be a challenge for accounting firms. Employees may become anxious or resistant or even actively...
Jun 8, 20211 min read
E32 - Shifting from Change Management to Change Leadership
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
May 13, 20215 min read
Creating a Framework for Improving Client Experience
Today, most firms are aware of the importance of client experience. They realize that client experience is one way to gain a competitive...
May 4, 20211 min read
E27 - How Your Firm Should Be Leveraging RPA
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Apr 16, 20214 min read
Building Better Solution Requirements: Why, Who and How
by Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...
Mar 30, 20211 min read
E22 - The 4 Essentials of a Successful Process Improvement Project
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 17, 20214 min read
6 Steps for Creating the Capacity to Offer More Value
One of the challenges firms face in their transformation from a compliance-focused firm to an advisory and consulting firm is capacity....
Jan 12, 20214 min read
4 Lessons Learned from a Lean Billing Project
by Jenna Bloomfield, Financial Operations One of the most crucial processes for any successful business is billing. After all, if you...
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