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As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business transformation truly is can be challenging. Unfortunately, some firm leaders think business transformation simply means offering additional services or moving service delivery to the cloud. While these can be part of the transformation, they're not the whole story. So let's look at what true business transformation means in a CPA firm. Business

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

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 a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to serve your clients. Automating specific processes can open up possibilities in all these areas; it enables you to minimize manual data entry, reduce errors and shows your clients that you are in touch with modern technology. However, automating business processes isn't as simple as flipping a switch. There are many considerations involved in

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

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing transactional and compliance services with higher-value consulting and advisory services helps firms tap into the potential for more profit and higher client satisfaction. Yet when we speak to accounting firm leaders from across the country, we hear a common question: "Where do we start?" Naturally, if you ask that question of four different people

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...

For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and automation are taking on an increasing amount of work in accounting firms. However, it’s clear that clients still value things that technology can’t provide, such as empathy, nuance, and a human touch. Accountants with these skills can be augmented by technology to do more with less. But what about the other people in your firm? I’ve noticed that