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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...

When firms plan to make significant changes, such as implementing new software or improving an existing process, leaders often have questions about ensuring a high level of buy-in. The hope is that everyone will get on board from the beginning, and it will be smooth sailing. The reality is that not everyone is going to buy in. In fact, from our experience, a small percentage of people will resist a new change no matter what. This resistance to change can be frustrating, but

Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are certainly essential elements, it’s important not to overlook the role of client filtering and onboarding. These initial steps—which take place before we’ve spent any time working on the engagement—are more than just formalities. They’re critical strategies that determine the quality of client relationships. Something so important should have a

FOR IMMEDIATE RELEASE Boomer Consulting, Inc. Launches the Boomer Knowledge Network Kansas City, MO, June 5, 2024 – Boomer Consulting,...

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

Leadership development is a critical aspect of any successful CPA firm. And while many firms work to identify and nurture leaders from their service lines, it’s not uncommon to see them overlook this process for their IT teams. As firms navigate digital transformation, the need for visionary IT leaders who can steer these advancements is essential. So, let’s consider how firm leaders can cultivate a diverse and innovative leadership team equipped to face future challenges.

Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for...

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 accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to continuously learn and develop new skills. As your firm strives to remain competitive, groundbreaking technologies, such as artificial intelligence (AI) and avatars, can revolutionize your learning and development (L&D) initiatives. So let’s discuss how these transformative tools can significantly enhance learning experiences and improve employee retention and

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting ways with revenue-generating clients. This concern is valid in a profession where client retention is traditionally equated with firm stability and success. However, I propose a shift in perspective: moving from the notion of client filtering to a strategy of revenue replacement. This approach isn’t about reducing client numbers (althoug

Annual goals. We all have them; we often start them in January with the best intentions. But sometimes we don't finish them. If a few goals got lost in the shuffle over the last few months, there's still time to make progress on them—if not achieve them—by year-end. And where can you improve? What can you build on? What do you want to learn more about? How do you want to transform yourself? Maybe you can start by thinking about several of the outcomes below.  Stretch yourself

Not long ago, creating a dedicated learning and development role in a CPA firm was unheard of. Most firms simply put someone in charge of tracking CPE hours, viewing it as a compliance exercise rather than a talent development strategy. Where do you start if your firm recently elevated the role of learning and development and you're building the department from scratch? With proper planning, management skills, support systems, and creative ideas, you can transform your firm f

The accounting profession is undergoing a major shift. With automation and artificial intelligence (AI) taking over many routine tasks,...

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

Every business needs sound accounting policies and procedures. While accounting firms often help clients identify the guidelines they...

More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...

Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...

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...

Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans isn’t inevitable in accounting, nor is it the most likely scenario. While AI is changing how we get work done and who does it, technology isn’t replacing people—at least not in knowledge jobs like accounting. Instead, it’s complementing and augmenting human capabilities. Collaboration between technology and humans—i.e., collaborative intell

Process silos are common in many accounting firms, leading to inefficiencies and communication breakdowns. To break down these process...