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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...

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...

Every firm leader wants to enhance their firm’s operational efficiency.

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 professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...

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

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

Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...

How we work has changed dramatically in many firms over the last few years. While some professionals continue to work in a traditional office setting, many work remotely and some take a hybrid approach. But one constant among nearly every firm leader is a concern for employee engagement. That concern is well-founded. After all, every firm is feeling the pain of the war for talent, and engagement is part of an effective overall strategy for employee retention. The good news i

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

Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've...

One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years as you are today except for the people you meet and the books you read.” Many leaders in the accounting profession are rarely seen without a book (or e-reader) in their hands, and it’s easy to see why. Books allow people to consume an enormous amount of information relatively quickly. As a voracious reader, I often share book recommendations

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

Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...

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...

In some accounting firms, IT’s responsibilities include overseeing devices on people’s desks and in the server room. When it comes to...

Is your calendar full of video conferences and other meetings? You’re not alone. According to a survey of more than 500 knowledge workers...

Today, most firms are aware of the importance of client experience. They realize that client experience is one way to gain a competitive advantage over the competition, and they need to understand the client experience to get it right. While many firms are talking about client experience, few have any idea how to approach improving it. As a result, they tend to take a “whack a mole” approach: taking client surveys, sending gift baskets and other activities that don’t really m