Continue Taking an Equity-Minded Approach to Talent
CPA firm leaders must continue taking an equity-minded approach to talent management to drive profits, innovation, attraction and retention.
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Blog
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Deanna Perkins
6 days ago4 min
The Key to Reducing Burnout? Spreading Out the Workload
CAAS departments experience lower burnout rates. Accounting firms can improve talent retention by spreading their work out evenly.
Heather Robinson
6 days ago4 min
How to Build a Growth Team in Your CPA Firm
Build a growth team in your CPA firm by integrating sales, marketing, client experience, and employee experience to drive growth.
Leda Sedlock
6 days ago4 min
Soft Skills for Learning & Development
Enhance L&D by adapting to adult learning styles—boost retention, reduce turnover, and build engaged, high-performing teams.
Erin McCormick
Oct 12 min
Community Engagement in Everyday Life
Dr. Crispin Butteriss, founding director of one of the largest community engagement platforms in the world, defines community engagement...
Arianna Campbell, Shareholder
Sep 193 min
5 Strategies for Increasing Buy-In
When firms plan to make significant changes, such as implementing new software or improving an existing process, leaders often have...
Arianna Campbell, Shareholder
Sep 165 min
Connecting Employee and Client Experience
Connecting employee and client experience drives growth and loyalty.
Amelia Brewster
Sep 163 min
Proactive Processes for Client Filtering
Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.
Hailey Hilbert
Sep 164 min
Processes vs. Tasks: A Clear Definition to Support Continuous Improvement
Understand the difference between processes vs tasks to streamline workflows and improve productivity. Here's why it matters.
Parker Bohon
Sep 164 min
Creating an Effective Communication Process
Creating an effective communication process for your CPA firm involves selecting the right platforms and establishing clear guidelines.
Deanna Perkins
Sep 43 min
Processing Through Your Firm’s Biggest Dangers
During visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...
Heather Robinson
Sep 33 min
Insights and Epiphanies from the 1st Annual Boomer Circle Summit
Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...
Jim Boomer, Shareholder
Aug 263 min
The Power of Trusted Relationships in a Peer Network
Keeping up with rapid changes can be challenging, especially if you look only within your firm for new ideas.
Erin McCormick
Aug 264 min
The Power of Introverted Leaders
When most people think about what makes a great leader, they think about extroverted qualities like charisma, assertiveness and an...
Jacqueline Lombardo
Aug 263 min
How Leaders Can Foster a Culture of Continuous Improvement
Every firm that invests in technology and processes wants to keep the momentum going with continuous improvement. But that can only...
Derek Olsen
Aug 263 min
Securing a Seat at the Table
Learn how to secure a seat at the table, regardless of your role, by leveraging peer networks to enhance your influence and drive change.
Guest Author
Aug 264 min
Practice management: A necessity for enhanced client experience
Accounting practice management is the art of running a successful firm using the right strategies, tools, and processes.
Jon Hubbard, Shareholder
Aug 212 min
The Power of a Positive Mindset
Years ago, I read Jon Gordon's book The Positive Dog: A Story About the Power of Positivity. The book tells the story of two dogs that...
Heather Robinson
Aug 83 min
5 Reasons You Need a Mobile-Friendly Website
Is your firm’s website mobile-friendly? If you’re not sure, take a moment now to pull it up on your smartphone or tablet.
Guest Author
Jul 293 min
Where does your firm fall on The Modern Firm ® Maturity Continuum?
Rightworks has been delivering purpose-built solutions for accounting professionals and their connected clients.
Heather Robinson
Jul 294 min
From Leads to Loyalty: Transforming Prospects Into Long-Term Clients
Transform prospects into clients for your firm by nurturing leads and delivering exceptional client experiences to foster long-term loyalty.
L. Gary Boomer, Shareholder
Jul 295 min
Which Lever(s) Do I Pull? A Guide for Driving Growth
Discover the five key levers managing partners can pull to drive growth.
Deanna Perkins
Jul 293 min
Sales Training for the Non-Salesy Accountant
The essence of sales isn’t about hard selling; it’s about communication and problem-solving.
Amelia Brewster
Jul 293 min
Leveraging Technology to Streamline Marketing for Your Firm
Leverage technology to streamline content creation and marketing, creating efficient, professional and high-quality videos for members.
Jon Hubbard, Shareholder
Jul 283 min
The Connection Between Client Experience and Employee Experience
Improving the client experience and employee experience drives growth. Learn strategies to evolve your business model for better talent rete
Jim Boomer, Shareholder
Jul 193 min
Innovative Service Ideas: Expanding Beyond Traditional Offerings
Today, every CPA firm is looking to add value to its service offerings.
Guest Author
Jul 121 min
How Much is Complexity Costing Your Firm?
Technology is central to a CPA firm and how it delivers service to its clients. While that’s true for many businesses, the accounting...
Marc T Staut, Shareholder
Jul 113 min
Embracing AI: A How-To Guide for Firm Leaders
Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.
Deanna Perkins
Jul 23 min
Tips for Better Meetings
As trusted advisors, accounting professionals have more meetings with their clients and colleagues than ever.
Jacqueline Lombardo
Jun 193 min
Can You Multitask?
Many people pride themselves on their ability to multitask or deal with more than one task simultaneously. I know I did. When people...
Jon Hubbard, Shareholder
Jun 63 min
Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are...
Boomer Consulting, Inc.
Jun 52 min
Boomer Consulting, Inc. Launches the Boomer Knowledge Network
FOR IMMEDIATE RELEASE Boomer Consulting, Inc. Launches the Boomer Knowledge Network Kansas City, MO, June 5, 2024 – Boomer Consulting,...
Heather Robinson
May 215 min
The 8-Step Process for Building Strong Partnerships
Learn the 8-step process for building strong referral partnerships to drive business growth. Discover how to identify ideal clients...
L. Gary Boomer, Shareholder
May 215 min
Change Isn’t Enough
Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some...
Arianna Campbell, Shareholder
May 93 min
5 Mistakes to Avoid When Problem Solving
Finding the best solutions to problems is necessary for navigating the continuous changes impacting our profession. Firms that take a...
Boomer Consulting, Inc.
May 62 min
Unlocking Advisory Revenue with a Data-Driven Practice
By Jim Boomer CEO Boomer Consulting, Inc. CPA firms possess a wealth of data at their fingertips. The challenge is harnessing that data...
Sandra Wiley, Shareholder
Apr 223 min
Developing Subject Matter Experts
Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an...
Guest Author
Apr 151 min
How Much is Complexity Costing Your Firm?
In today’s rapidly changing world, accounting firms face more complex technology than ever. With many applications, systems and processes...
Jacqueline Lombardo
Apr 44 min
Defining Your Career Path
In Lewis Carroll’s Alice’s Adventures in Wonderland, when Alice asks the Cheshire Cat which way she should go, he responds, “If you don’t...
Heather Robinson
Mar 214 min
7 Ways to Market Your Firm with Little or No Money
Marketing your firm’s services can be challenging, especially when you have a small budget. The good news is that marketing doesn’t have...
Jim Boomer, Shareholder
Mar 42 min
Leading Through Change: Essential Skills for Firm Leaders
Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead...
Jacqueline Lombardo
Feb 202 min
Enhancing Firm Success Through Effective Employee Onboarding
In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have...
Heather Robinson
Feb 73 min
Nurturing Growth in Your Marketing Team
Marketing is ever-evolving. Social media platforms rise and fall out of favor, artificial intelligence upends content creation, and...
Arianna Campbell, Shareholder
Jan 223 min
Seeking Buy-In for Process Improvement? 100% Is Not the Goal
In our work with firms, we talk a lot about buy-in. Whether we’re implementing new software or improving processes, every firm wants its...
Marc T Staut, Shareholder
Jan 44 min
Changing Mindsets for Advisory Services
Expanding advisory services is a hot topic at virtually every accounting conference and our Business Transformation Circle meetings. Some...
Sandra Wiley, Shareholder
Dec 20, 20234 min
5 Tips for Improving Your Focus
Most of us have days when we cannot stay “in the zone.” We stare at the computer, realizing we’ve done nothing for several minutes. Or,...
Deanna Perkins
Dec 5, 20233 min
The Steps to a Mindset of Possibilities
As human beings, it can be easy to think negatively about many aspects of our work and life. Whether it is about yourself, your company,...
Guest Author
Dec 4, 20236 min
Accelerate into advisory-driven relationships with data analytics
by Ashley Doyen, Manager, CAS Firm Strategy, CPA.com At this very moment, many of your business clients are facing a dilemma. Facing a...
Guest Author
Nov 22, 20231 min
The Future of Technology in Accounting: 2023 Trends
Technology is evolving much faster today than it did a few years ago. An internally built solution might address the challenges and...
Sandra Wiley, Shareholder
Nov 20, 20234 min
10 Impactful Ways to Show Employee Appreciation
For managing partners, it's easy to get caught up in the day-to-day responsibilities of running the firm and forget about employee...
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