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In today’s rapidly changing world, accounting firms face more complex technology than ever. With many applications, systems and processes...

Process improvement has been on my mind recently, as Boomer Consulting, Inc. is embarking on a comprehensive process improvement project....

A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid concern. After all, firms invest a lot of time and resources into improving and refining their processes, so they want those changes to stick. However, it’s essential to recognize that you can’t impose true accountability; you have to nurture it through deliberate and strategic actions. In this article, we’ll outline these actions, focusing

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

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...

If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities. Staying on top of everything can be challenging without losing focus or feeling burnt out. That was my situation, but I discovered I didn't have to do it alone. Instead, I was able to leverage outsourced talent to bolster and free up my time. I'd like to share how you can do the same and make room for more strategic priorities to benefit your

Now that your firm is in the middle of tax season, you know what’s working and what’s not working with your accounting software. How does...