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Have you heard? The Great Resignation is now the Great Reshuffle, and it makes sense. Tens of millions of people aren’t simply choosing...

Previously Published in Accounting Today | March 2022 Cross-functional teams using the agile approach can provide your firm an edge or...

How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? If you’re not thinking through...

Whether you’re in HR, marketing, IT, or internal accounting, being a department of one comes with a lot of responsibility and sometimes...

While discrimination based on age, also known as ageism, is recognized and illegal according to the Age Discrimination in Employment Act...

Each year, the consultants at Boomer Consulting get together to discuss our forecasts for the coming year in five areas critical to a...

Chances are, your firm has a few roles that need to be filled and your traditional recruiting tactics – job ads and word-of-mouth – just...

Prioritizing the well-being of our people is no longer a nice-to-have goal for an organization; it is now a significant factor in...

Succession planning is a continuing challenge for accounting firm owners and leaders. According to Accounting Today, 50% of firm owners...

A recent trend in business process management involves generating, routing and automating documents. Automating document generation...

You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and...

In some accounting firms, IT’s responsibilities include overseeing devices on people’s desks and in the server room. When it comes to...

Last month, Erin McCormick shared some excellent advice for overcoming meeting overload. Her advice primarily addressed what individuals...

Recently, members of our Boomer Technology Circles and Boomer Managing Partner Circle received an invitation to participate in our annual...

Diversity, equity, and inclusion (DEI) programs and initiatives have become increasingly prevalent in today’s workplaces. Great strides...

When most people think about data analytics, they think about dashboards, spreadsheets and algorithms. While these are all elements of...

Prior to the pandemic, many firm leaders discouraged employees from working from home, believing face time and in-office collaboration...

Is your calendar full of video conferences and other meetings? You’re not alone. According to a survey of more than 500 knowledge workers...

We spend one-third of our lives at work, so how can we make that part of our lives more rewardable? By building relationships at work....

These days, having an online presence for your firm on social media isn’t optional — it’s an essential part of your marketing strategy....

Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...

The Great Resignation has been a hot topic of discussion in firms around the country. People are leaving their current jobs — not just...

Every parent wants to equip their children with the life skills and academic qualifications to become confident, responsible and...

Every firm is different. They come in different sizes, have different niches, processes, and cultures. But one common theme affecting...

Work is stressful. And many transgender people have the added stress of denying or suppressing their gender identity because it doesn't...

Like all industries, accounting firms are feeling resourcing pressure associated with ‘The Great Resignation’ and, with tax season upon...

Change is constant in a CPA firm today. This week alone, you and your team may navigate the challenges that come with a blended work...

Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...

Mentoring programs in the workplace have a variety of benefits, from employee retention and career planning to workplace inclusivity and...

Delegating, outsourcing, and automating tasks can increase your capacity at work. Whether your plate is too full or you’re looking...

Two major forces impact firms today. First is the need to shift toward more advisory and consulting services. Second is the intensified...

While many firms understand the need for automation, they've yet to implement the required solutions — often due to a lack of consistent...

For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...

Cybercriminals are targeting tax firms at increasing rates – and it isn’t just the big firms that are targets of these attacks. In 2017,...

If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...

by Randi Kranzler, Amelio I started running in my late 20’s, after getting involved with the Leukemia and Lymphoma Society and signing up...

by Ian P. Thompson, Senior Manager, Iris Star Practice Management 2020 and 2021 have seen M&A activity drop as COVID got in the way. Now,...

by Phil Quimby, Product Marketing Manager – CAS, CPA.com Client Advisory Services (CAS) is the fastest growing area of consulting in...

by Kate Krupey, Director of CPA solutions, Netgain As CPA firms continue to wrestle with a tremendous talent shortage, IT leadership at...

An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...

Earlier this year, I shared How to Use Content Marketing to Improve Your SEO. As a follow-up to that post, I thought I would share how to...

I recently began the John C. Maxwell Certification Program to help me become a better coach and leader in our organization. One aspect of...

From time to time, we all feel scattered and even a bit overwhelmed by work. Maybe you feel this way because your to-do list is...

We live in a world with self-driving cars, ubiquitous access to mobile banking, and space tourism on the horizon, yet accounting...

State and local taxes should be discussed with clients in year-end conversations to prepare for 2022. State and local tax (SALT) refers...