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Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and advisory firm. However, cultivating this environment is often easier said than done. It requires a commitment to constant change, a willingness to embrace that change and—perhaps most importantly—the right people leading the charge. Enter the cross-functional team—a diverse group of individuals from different levels and departments who bring

Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're always trying to catch up. So how can you capture all those questions, to-dos, deadlines and requirements to stay on top of your work and feel less overwhelmed? In this article, we'll look at some of the best ways to keep track of things during the workday or week, helping you take control of your time and to-do list. The toll of task switc

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

Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...

In today's dynamic business environment, organizations are constantly seeking ways to optimize their operations, improve efficiency, and...

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

Our Boomer Technology Circles and Boomer Process Circle members have returned to their firms after our most recent Boomer Technology...

[Kansas City, MO, August 15, 2023] – Boomer Consulting, Inc., the leading provider of peer communities, thought leadership and unique...

Which comes first in your firm: technology or process? The answer is both. Most firm leaders recognize that technology is the engine that...

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...

“The true value lies at the intersection of data from all departments of the firm. Accounting firms need the ability to ingest data from...

It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in our profession, and many firms invest in new technology without considering how their processes will need to change. As a result, they wind up trying to shoe-horn their existing processes into the technology, leading to complications and failures in implementation. Fortunately, there's a right way to approach selecting and implementing new tec

CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple departments, it's easy to become burdened with an unnecessarily complex technology stack that leads to inefficiencies and redundancies. In this situation, replacing major technology applications may be high on the priority list. The goal is to reduce complexity and consolidate applications across the organization to improve productivity and stre

[Kansas City, MO, July 10, 2023] - Boomer Consulting, Inc., a leading consulting firm specializing in advising accounting firms and...

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...

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

Social media can be an incredibly powerful tool for driving brand awareness, and having employees engage and share can extend your reach....

Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...

The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...

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