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What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or would there be utter chaos? We spend a great deal of time talking and thinking about the need to develop the next generation of leaders at the top of the firm, but what about all the other critical areas of the firm beyond the partner group? Technology, human resources, training and learning, marketing... the list goes on. Are you paying at

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...

Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some variation. We often refer to this as directional innovation. You will get incremental improvement if you put a group of like-minded thinkers in a room. The key is transformation. What is transformation? Transformation means doing something utterly and radically different. Stepping outside of the box isn’t enough. We need to transform the box i

As your accounting firm’s business model evolves from traditional transactional and compliance services to include advisory and consulting

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

In recent years, there’s been a noticeable shift toward demand for a healthier work/life balance.

Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for transformation can stem from various needs, from integrating the latest technology to keeping up with new regulatory demands or elevating client service levels. Yet organizational change can be difficult for your team members. Most people prefer predictability and stability in their lives—especially at work. Learning how to lead change effectively

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

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

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

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

The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...

Are you looking for ways to level up your firm's capabilities? Leadership training at all levels can be a powerful tool in creating your...

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

Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is reliable, accurate and secure. However, knowing how best to structure your data governance team can be difficult. Building a team that works well together can be tricky because each member brings unique skills and expertise but also needs to work within the firm's vision and budget. In this post, we explore how you can build an effective dat

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...