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In an era where the scope of marketing communications is rapidly evolving, Chief Marketing Officers (CMOs) and Chief Growth Officers...

More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value services to clients. In many firms, only partners provide advisory services to clients. Those partners learned their problem-solving skills over decades of working in the profession, supplemented by occasional "soft skills" workshops. But to meet the changing demands of clients, we need to be able to develop staff at all levels to be more c

In our deadline-driven profession, certain times of the year are off-limits for technology changes. Accounting professionals are busy preparing tax returns, performing audits, or helping clients plan for the coming year. For technology professionals, the top priority during the busy season is keeping the lights on and everyone up and running. However, it’s also a great time for technology planning. Getting a head start on planning allows your department to hit the ground runn

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. This episode, host L....

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

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

If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential strategies and opportunities that exist. However, the right approach is essential for finding success in an ever-changing market. Instead of just focusing on what has worked before, it's critical to explore new ways of thinking and planning to advance business objectives. Today, let's discuss how a holistic view of your firm's growth strategy

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