Peer Communities Aren't a Solo Sport
As a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You...
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L. Gary Boomer, Shareholder
- 15 hours ago
- 4 min
The Big Picture
If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential...
Chris Rochford
- 16 hours ago
- 3 min
The Path to Automation
As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to...
Erin Shively
- 16 hours ago
- 4 min
How to Structure Your Data Governance Team
Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is...
Sandra Wiley, Shareholder
- Feb 28
- 4 min
A Positive Take on Employee Turnover
It's a difficult reality in any profession, but especially for CPA firms: employees eventually leave. It can be disruptive, have...
Parker Bohon
- Feb 28
- 4 min
5 Steps to a Better Employee Onboarding Process
The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....
Katelynn Kolterman
- Feb 28
- 4 min
Make Volunteering Part of Your Firm Culture
Employee volunteerism is a company-supported initiative that allows employees to volunteer their time and resources to the community and...
Kylie Pruser
- Feb 28
- 3 min
Building Compassionate Leaders at Eagle U
As parents or caregivers, we want to educate our children, give them personal and professional development opportunities, and produce...
Arianna Campbell, Shareholder
- Feb 7
- 4 min
How to Continue Moving Forward in 2023
As we settle into a new year, now is the time to start thinking proactively about how to move your business forward. Change is constant,...
Amanda Wilkie
- Feb 7
- 4 min
Don't Put Process Improvement on Hold During Tax Season!
We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the...
Jacqueline Lombardo
- Feb 7
- 4 min
Onboarding Best Practices
You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting...
Jenna Blackwood
- Feb 7
- 4 min
Increase Your Productivity with Task Batching
Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've...
Guest Author
- Feb 7
- 5 min
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jim Boomer, Shareholder
- Jan 17
- 4 min
Leading and Adapting Though Complexity and Uncertainty
With all the disruption and uncertainty in today's world, leading a CPA firm can feel like navigating uncharted waters. While it may seem...
Erin McCormick
- Jan 17
- 4 min
The Benefits of Getting Client Onboarding Right
Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one...
Kylie Pruser
- Jan 17
- 3 min
Breaking the Mold of a Traditional Accounting Firm
The accounting profession is one of the oldest and most traditional industries in existence. But as the world changes, so too must...
Deanna Perkins
- Jan 17
- 4 min
Business Development: The Coordination of Your Marketing and Sales Strategies
As firms continue to move up the continuum of value and focus not only on compliance work but also on their clients' performance and...
Guest Author
- Jan 17
- 4 min
How Innovation Is Helping to Streamline M&A Activity and What the Future Looks Like
by Kate Krupey M&A activity has been on the rise in public accounting over the past few years. In particular, large public accounting...
Jon Hubbard, Shareholder
- Dec 13, 2022
- 4 min
Providing an Exceptional Client Experience
Every firm wants to ensure its clients feel valued and cared for. But how do you go about achieving it? Often, clients will have very...
Amanda Wilkie
- Dec 13, 2022
- 3 min
3 IT Priorities for the End of 2022
Right now, many IT leaders in CPA firms are looking ahead, ensuring they’re prepared for the busy season. Many firms will have interns or...
Chris Rochford
- Dec 13, 2022
- 3 min
Creating an Action Plan for When Tech is Stolen
This holiday season, many of your employees may be traveling to visit family and friends, and chances are, they’re taking work devices...
Boomer Consulting, Inc.
- Dec 13, 2022
- 3 min
How to Stay Motivated During the Holiday Season
The holiday season can be a challenging time for accountants and other professionals who work in CPA firms. You may be planning for busy...
Parker Bohon
- Dec 13, 2022
- 4 min
5 Tips for Better Client Referrals
If you're like most CPA firm leaders, you value client referrals. After all, according to Annex Cloud, referral marketing generates...
Heather Robinson
- Dec 13, 2022
- 5 min
Building a Content Strategy for 2023
There are many elements of a successful content marketing strategy. These components include interactive content, video and podcasts,...
Guest Author
- Dec 13, 2022
- 6 min
What’s happening today in the world of CAS for nonprofits: 3 leaders share their experiences
Are there any clients better positioned to benefit from Client Advisory Services (CAS) than nonprofits? CAS practices provide a variety...
Marc T Staut, Shareholder
- Nov 8, 2022
- 3 min