E196 - Patching the Gaps: Strengthening Security in the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
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Articles
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Arianna Campbell, Shareholder
- 1 day ago
- 5 min
Connecting Employee and Client Experience
Connecting employee and client experience drives growth and loyalty.
Amelia Brewster
- 1 day ago
- 3 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
- 1 day ago
- 4 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
- 1 day ago
- 4 min
Creating an Effective Communication Process
Creating an effective communication process for your CPA firm involves selecting the right platforms and establishing clear guidelines.
Boomer Consulting, Inc.
- Sep 10
- 1 min
E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Heather Robinson
- Sep 3
- 3 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...
Boomer Consulting, Inc.
- Sep 3
- 1 min
E194 - Securing the Future: Privacy, Passkeys, and Passwords
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Jim Boomer, Shareholder
- Aug 26
- 3 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 26
- 4 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 26
- 3 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 26
- 3 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 26
- 4 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 21
- 2 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...
Boomer Consulting, Inc.
- Aug 19
- 4 min
Ten Honored as Visionaries at Boomer Circle™ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™
Heather Robinson
- Aug 8
- 3 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 29
- 3 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 29
- 4 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 29
- 5 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 29
- 3 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 29
- 3 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 28
- 3 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
Marc T Staut, Shareholder
- Jul 11
- 3 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.
Amanda Wilkie
- Jul 11
- 3 min
Operational Management of Technology: Bridging the Gap Between Implementation and Ownership
Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent
Chris Rochford
- Jul 11
- 3 min
Improve your Technology Budgeting with Quarterly Forecasting
Enhance your tech budget with quarterly forecasts. Stay flexible, adapt to new opportunities, and keep pace with rapid technological changes
Erin Shively
- Jul 11
- 3 min
Crafting AI Guidelines for CPA Firms: A Thought Leadership Approach
Artificial intelligence (AI) is one of this century's most exciting new technologies, and its use has spread like wildfire since ChatGPT was
Boomer Consulting, Inc.
- Jul 11
- 3 min
Two thirds of US organizations say audit processes hinder their growth
Traditional audits are holding back organizations across the US from achieving their growth potential, with accountancy firms cautious to...
Boomer Consulting, Inc.
- Jul 2
- 1 min
E187 - Strategies for Smooth Relationship Transitions
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...
Boomer Consulting, Inc.
- Jun 25
- 1 min
E186 - Top 5 Priorities for HR Leaders
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...
Boomer Consulting, Inc.
- Jun 18
- 1 min
E185 - Shifting Gears: Transforming Infrastructure for Growth
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...
Sandra Wiley, Shareholder
- Jun 11
- 5 min
4 Big Trends Driving Change in Learning & Development in 2024
Learning and development are the cornerstone of a thriving firm culture. If that seems a bit hyperbolic, consider this: LinkedIn...
Jacqueline Lombardo
- Jun 11
- 4 min
The Role of Artificial Intelligence in HR
Artificial intelligence (AI) is quickly transforming every area of an accounting firm, and human resources (HR) isn’t immune. HR leaders...
Jenna Blackwood
- Jun 11
- 3 min
Advantages of Outsourcing Benefits Administration
It’s a common issue for smaller firms unable to outsource all employee benefits administration (or hire a full-time employee to handle...
Leda Sedlock
- Jun 11
- 3 min
Onboarding Tech and Process: A New Employee's Transition to a Paperless Office
One of my biggest surprises during the onboarding at Boomer Consulting, Inc. was the dearth of office paper and printers. In fact, I know...
Boomer Consulting, Inc.
- Jun 11
- 1 min
E184 - The Top 10 High Performance HR Practices
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...
Boomer Consulting, Inc.
- Jun 5
- 2 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 21
- 5 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...
Arianna Campbell, Shareholder
- May 21
- 4 min
Unifying Client Service
As your accounting firm’s business model evolves from traditional transactional and compliance services to include advisory and consulting
Amanda Wilkie
- May 21
- 3 min
Technology + Process = Rocket Fuel for Your Firm
The rate of change in the accounting profession is greater than ever, and there are no signs of slowing down. Integrating technology with st
Parker Bohon
- May 21
- 3 min
Selecting Technology to Improve Communication and Collaboration
Effective communication and collaboration are pivotal aspects of delivering stellar client service. In an accounting firm, where clients may
Guest Author
- May 20
- 3 min
Cetrom Announces Complete Managed Security Services Offering for Accounting Firms
Cetrom extends its Managed Detection and Response (MDR) and Endpoint Detection and Response (EDR) security solutions from the cloud to...
Guest Author
- May 6
- 5 min
Aiwyn Announces PracticeOS Roadmap, Vision
PRESS RELEASE • MAY 2, 2024 Company reveals future expansion plans for its PracticeOS AI platform, new Aiwyn-developed solutions, and a...
Boomer Consulting, Inc.
- May 6
- 2 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...
Jim Boomer, Shareholder
- Apr 30
- 3 min
Why You Should Attend the Boomer Circle Summit
The landscape of the accounting profession is changing.
Erin McCormick
- Apr 30
- 3 min
Invest in Project Management Training for Your Team
Every firm leader wants to enhance their firm’s operational efficiency.
Hailey Hilbert
- Apr 30
- 3 min
Changing Work/Life Balance Expectations in the Accounting Profession
In recent years, there’s been a noticeable shift toward demand for a healthier work/life balance.
Derek Olsen
- Apr 30
- 3 min
Learn from the Best in a Peer Community
Imagine you’re a rookie baseball pitcher joining a new team. The talent bench of pitchers on your new team isn’t very deep.
Arianna Campbell, Shareholder
- Apr 9
- 3 min
Integrating People, Process, and Change: A Pathway to Growth for Your Firm
As firm leaders grapple with new technologies, new working models and a persistent talent shortage, they are increasingly recognizing the...
Heather Robinson
- Apr 9
- 3 min
Crafting Marketing Mastery: Key Ingredients for Resonance and Success
Creating marketing campaigns that capture attention and resonate deeply with your target audience is an art. It's about striking the...
Kylie Pruser
- Apr 9
- 3 min
Develop Your Team’s Soft Skills with Training and Mentoring
The business model in accounting firms is changing fast. Technical and compliance skills are no longer enough. As the profession shifts...
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