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Technology consulting can feel threatening to internal IT teams—but it doesn’t have to be. In this article, Marc Staut shares what he wishes he’d known earlier: how outside advisors can validate IT’s ideas, reset expectations, prioritize projects, and give tech teams the champions they need to help the firm move further, faster.

Renaming your firm is more than updating a logo—it’s a strategic shift that affects clients, team members, and every brand touchpoint. This article walks firm leaders through researching a new name, planning the rollout, communicating the change, and executing a smooth, confident transition.

Intentional, well-structured meetings build trust and momentum with clients. Learn five practical ways to improve outcomes—clarify roles, set an up-front contract and agenda, manage time and flow, and finish with clear action items—so your firm runs productive, professional conversations that move work forward.

Incremental change won’t sustain relevance. This article makes the case for true transformation in accounting firms—shifting from compliance to confidence, aligning technology with strategy, and adopting eight mindsets (from adaptive thinking to digital trust) that equip teams to deliver higher-value advisory and drive growth now and in the future.

Firm leaders want proof that digital transformation will pay off. This briefing equips CIOs to answer the top five C-suite questions—from ROI and compliance to user adoption, integrations, and future-proofing. See how a Microsoft 365-based DMS (enhanced with Intapp) centralizes content, automates governance, and drives secure, efficient collaboration across the firm.

Remote work isn’t going away—it’s shaping the future of accounting firms. With talent retention a top priority, flexible work arrangements help firms expand their talent pool, boost productivity, and enhance client service. Success requires clear management, intentional communication, structured policies, and a culture of feedback. Learn why embracing remote work is still a smart business strategy for firms today.

CPA firms are under pressure to do more with fewer people while keeping teams engaged and productive. Leadership Analytics™ offers data-driven insights to align hiring, team-building, and leadership development with the natural strengths of your people. Learn how firms are using these tools to reduce stress, improve collaboration, and gain a competitive edge.

At the 2025 Boomer Circle Summit, leaders explored how firms can strengthen talent strategies in times of change. Key takeaways included embracing neurodiversity as a competitive advantage, using predictive analytics to address staffing and burnout, and equipping new managers with people-first leadership skills. These insights can help your firm create a thriving, future-ready workplace.

At the Boomer Circle Summit, firm leaders explored strategies for driving sustainable growth without sacrificing culture or values. Key takeaways included building a firmwide growth mindset, measuring the right behaviors, leveraging data-driven marketing, and aligning strategies with organizational values. Learn how to create growth that lasts and strengthens client relationships.

At the 2025 Boomer Circle Summit, firm leaders explored how strong processes fuel growth, efficiency, and resilience. Sessions highlighted frameworks for managing change, leveraging data for better decision-making, and building client buy-in. Learn how structured processes help your people, technology, and clients move in the same direction to create lasting impact.

At the Boomer Circle Summit, leadership stood out as a driving force for CPA firms’ future success. Sessions explored succession planning, manager development, and balancing growth with firm values. The takeaway: strong leadership isn’t limited to the C-suite—it’s cultivated at every level to drive stability, innovation, and sustainable growth.

At the 2025 Boomer Circle Summit, firm leaders explored how technology can drive efficiency and innovation. Sessions highlighted predictive analytics for HR and operations, building digital fluency across teams, and real-world automation use cases. Learn how aligning technology with firm strategy empowers accounting firms to become more agile, insightful, and future-ready.

iscover how client management software helps firms improve accounting talent retention by reducing burnout and attracting next-gen professionals.

From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.

Accounting firms need a DMS that serves both strategy and day-to-day work. This article explains how to unlock Microsoft 365 as a scalable, secure DMS—and where Intapp Collaboration fills the gaps with automated provisioning, ethical walls, integrations, and retention—so CIOs and IT leaders can boost efficiency, governance, and client service while maximizing ROI.

Despite strong technical delivery, many accounting firm engagements stall or frustrate clients due to unclear communication, fragmented processes, and heavy workloads. This article explores insights from the Inside the Client Experience Report and outlines three practical steps firms can take to close the Client Readiness Gap, strengthen relationships, and gain a competitive edge in today’s evolving accounting landscape.

As leaders, it’s easy to fall into negative thinking that limits growth. This article outlines four practical steps to shift your mindset from obstacles to possibilities. Learn how to identify the source of discomfort, explore favorable outcomes, take action to support new beliefs, and reframe challenges as opportunities—so you can strengthen your impact and help your firm thrive.

Change doesn’t succeed because of platforms—it succeeds because of people. Learn how to empower your team with the right communication, training, and peer support to drive sustainable transformation in your firm. Discover practical steps for reinforcing change and building a firm that thrives in times of transition.

Build a future-ready workforce by developing Superworkers with the tools, skills and mindset to thrive in a tech-driven profession.

Still using spreadsheets to manage HR? Discover why it's time for your accounting firm to upgrade to an HRIS. From automating onboarding to boosting compliance and employee satisfaction, this article outlines the key benefits and what to look for in a system that supports your firm’s growth.

A filled-out form isn’t a win—what happens next is. This article shows how to turn inbound leads into real conversations with automation, lead scoring, and strategic BD alignment. Learn how marketing can own the middle of the funnel and drive meaningful growth through smarter systems and processes.

Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.

It’s not too late to make progress on your career goals before the year ends. From developing leadership skills to improving communication and work-life balance, these practical tips will help you reset and refocus for lasting professional and personal growth.

Join us at Boomer Circle Summit for a session on streamlining document management with Intapp—boost efficiency, compliance, and team collaboration.

Inclusive practices can drive better team performance in your accounting firm. Discover practical steps to build a high-performing team.

Modern accounting firms are redesigning the performance management process to drive year-round growth and engagement.

Accounting firms can choose the right AI tools by aligning technology with internal processes to identify solutions that deliver real value.

Accounting firms can improve efficiency and collaboration by aligning scheduling, capacity planning and communication across departments.

Tracking key behavioral indicators (KBIs) helps your firm drive growth by measuring the actions that influence performance, not just the outcomes.

Accounting firm leaders can unify processes and earn buy-in from legacy teams post-acquisition using key behavioral strategies.

Accounting firms can define ideal client profiles (ICPs) to sharpen marketing, drive growth and align products and services with profitable clients.

CPA firms can use personality assessments like Kolbe and appreciation languages to improve team dynamics and decision-making.

Strong internal messaging is critical for leading change. Learn how firm leaders can sustain momentum and gain buy-in from team members.

Practical strategies for change leadership in accounting. How partners lead transformation by modeling mindset shifts and turning strategy into action.

Strategies for scaling learning and development programs to support firm-wide growth, including adaptable frameworks and emerging technologies.

Aligning marketing and business development teams enhances the client experience, eliminates bottlenecks and drives firm growth.

Start elevating technology’s role from IT support to strategic leadership to drive firm-wide growth and innovation.

Pricing is an overlooked profitability lever. Value-based pricing and removing partner discretion can transform your business model and margins.

Aligning data with process is crucial for CPA firms interested in automation and accurate reporting. Learn how to structure data for smarter decisions.

Discover why modernizing IT infrastructure is essential in accounting and get steps to boost scalability and improve security and operational efficiency.

Empower your team with process-driven professional development. Learn how structured meetings and check-ins support accountability.

Building a culture of trust, growth, and recognition is key to employee retention. Invest in your team to drive long-term success.

Nominate a student for an Eagle U scholarship. It’s a life-changing leadership program that provides career and academic success strategies.

Build a strategic process to integrate new hires into your firm's culture, vision, and team for lasting success.

Technology drives process change, but true efficiency comes from aligning IT, process redesign, and firm-wide adoption strategies.

Seamless client experiences need cross-department collaboration, clear roles, and the right tools to enhance communication and consistency.

Prevent burnout and improve employee retention with process optimization.

Learn how to shift from compliance to strategic financial leadership, leveraging forecasting tools, automation, and real-time insights.

Build a strategic process to integrate new hires into your firm's culture, vision, and team for lasting success.

What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or...