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State and local taxes should be discussed with clients in year-end conversations to prepare for 2022. State and local tax (SALT) refers...

by Randi Kranzler, amelio, by HKMP Technologies A recent trend in business process management involves generating, routing and automating...

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

The decisions you make about your people, processes and technology don’t just impact your firm today. They determine your trajectory over...

One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...

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

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

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

Today, most firms are aware of the importance of client experience. They realize that client experience is one way to gain a competitive...

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

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...