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Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an...

From Strategy to Technology, Strategic Alliance Brings Together Critical Building Blocks to Enable a Modern Technology Proficient...

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 Jim...

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...

It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As management guru Peter Drucker famously said, "What gets measured gets managed." But how do you decide what to measure? What type of performance data accurately depicts your firm's current state? We delved into these questions at our recent Boomer Process Circle meeting. I'm sharing that discussion to help you develop a plan for collecting valuable

The accounting world faces an impending obstacle: a shrinking talent pool for Certified Professional Accountants (CPAs). Firms have found...

There's no one "right" recruiting strategy. Every firm will succeed with different strategies because firms have different cultures and talent needs. Rather than trying to specify a particular recruiting path, I'm sharing five strategies you can use to improve your hiring results. Take note of these ideas and consider how to incorporate them into your recruiting toolbox. Branding In terms of recruiting, branding is positioning your firm as the best place to work for a targete

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

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

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

At a time when 96% of firm leaders say they’re taking steps to grow the business in the next three to five years, the ability to attract...

It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most firm leaders agree they don’t have enough people to properly serve the number of clients they have. Yet when we bring up the idea of client filtering, we get pushback. “We can’t get rid of all our {fill in the blank} clients! That’s $X annual revenue!” I realized maybe we’ve been approaching the client-filtering conversation all wrong. Inst

It seems everyone in the accounting profession is talking about innovation these days, and for good reason. Innovation pushes us past the status quo, allows us to take advantage of new technology and processes, and ensures we’re providing the highest value to our clients. Yet, innovation can be scary. Accountants tend to lean toward being risk-averse. They like to do the research, decide what the numbers tell them, and formulate a perfect plan of action. Unfortunately, innova

Keeping up with the changing landscape of technology is challenging. It's even more challenging when you don't have the proper IT...

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, the script...

For many accountants, marketing their services hasn’t changed much over the past few decades. Their firm sponsors golf outings and other...