The transformative power of community and collaboration
Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
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Arianna Campbell, Shareholder
- 7 days ago
- 3 min
10 Steps for Developing Firm-Wide Metrics for Process Improvement
It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As...
Jenna Blackwood
- 7 days ago
- 4 min
How to Create Policies for Expense Reimbursement and Company Credit Cards
Every business needs sound accounting policies and procedures. While accounting firms often help clients identify the guidelines they...
Emilie Elpers
- 7 days ago
- 3 min
3 Tips to Develop Fresh Content Ideas
Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...
Parker Bohon
- 7 days ago
- 4 min
How to Manage and Prioritize a Heavy Workload
Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...
Jim Boomer, Shareholder
- Aug 29
- 3 min
Introducing the Boomer Circle Summit
Boomer Consulting's peer communities started in 1999 with just one group: the Boomer Technology Circle. Over the years, our communities...
Erin McCormick
- Aug 29
- 4 min
Building Critical Thinkers in Your Firm
In every firm, there are at least two levels of thinkers. There's the strategic level – the people who see the big picture and where the...
Jacqueline Lombardo
- Aug 29
- 4 min
Practical Uses & Policies for Using Generative AI in an Accounting Firm
In the accounting profession, it's critical to stay ahead of the curve when it comes to technological advancements shaping how you do...
Kylie Pruser
- Aug 29
- 3 min
Evolving Performance Management: Emphasizing Career Focus
Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...
Guest Author
- Aug 29
- 4 min
Surviving the Skills Shortage in the U.S.: A Guide to Thriving
The skills shortage is a critical issue facing businesses worldwide, and those that fail to address it may struggle to achieve their...
Guest Author
- Aug 29
- 5 min
Executing a Successful Automation Strategy by Unifying BPM and RPA
In today's dynamic business environment, organizations are constantly seeking ways to optimize their operations, improve efficiency, and...
Guest Author
- Aug 29
- 4 min
Building a connected ecosystem: Integrating APIs for seamless accounting workflows (H1)
Like many industries, the accounting profession is in the midst of profound change. The impetus behind this transformation is...
Jon Hubbard, Shareholder
- Jul 25
- 4 min
Bridging the Generational Gap with Business Development
There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm...
L. Gary Boomer, Shareholder
- Jul 25
- 3 min
Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
Deanna Perkins
- Jul 25
- 3 min
Evolving Your Service Offerings: Moving from Compliance to Advisory
The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...
Heather Robinson
- Jul 25
- 5 min
Future-Proofing Your Content Creation Plan for Your Accounting Firm in the Age of AI
The rise of artificial intelligence (AI) is revolutionizing various industries, including marketing. As an accounting firm, it is crucial...
Marc T Staut, Shareholder
- Jul 11
- 3 min
Systems Thinking: The Key to Successful Technology Decisions in CPA Firms
Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...
Amanda Wilkie
- Jul 11
- 3 min
Which Comes First: Technology or Process?
It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in...
Chris Rochford
- Jul 11
- 3 min
Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications
CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...
Erin Shively
- Jul 11
- 3 min
Understanding the Vital Roles and Responsibilities of a Data Privacy Officer (DPO)
In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries...
Sandra Wiley, Shareholder
- Jun 13
- 3 min
Engagement vs. Camaraderie: What Are You Building?
Building a strong culture within your firm is essential to keeping your team motivated and rowing in the same direction. However, it...
Jacqueline Lombardo
- Jun 13
- 3 min
The Benefits of Employee Resource Groups
In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do...
Jenna Blackwood
- Jun 13
- 4 min
Outsourcing for a Department of One
If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities....
Arianna Campbell, Shareholder
- May 24
- 4 min
5 Trends Fueling the Future of Process
Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can...
Emilie Elpers
- May 24
- 3 min
A Process for Building Brand Awareness on Social Media
Social media can be an incredibly powerful tool for driving brand awareness, and having employees engage and share can extend your reach....
Parker Bohon
- May 24
- 3 min
Improve Your Email Communication with Video
Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...
Heather Robinson
- May 24
- 4 min
Revamping Your Business Development Process
The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...
Jim Boomer, Shareholder
- May 2
- 3 min
What Is Business Transformation?
As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business...
Erin McCormick
- May 2
- 6 min
Supporting Employees Through Grief
Many team members and coworkers feel uncertain about how to respond when a coworker is dealing with loss and grief. I recently lost my...
Boomer Consulting, Inc.
- May 2
- 4 min
Grow Your Team's Capabilities with Leadership Training
Are you looking for ways to level up your firm's capabilities? Leadership training at all levels can be a powerful tool in creating your...
Boomer Consulting, Inc.
- May 2
- 5 min
The Connection Economy: What It Is and How to Build Your Business to Thrive Within It
My mindset and thought process to write this article primarily come from three books I've read this year: The Icarus Deception and This...
Jon Hubbard, Shareholder
- Apr 11
- 5 min
5 Growth Trends for 2023
In accounting, staying on top of current trends and looking for ways to leverage them as part of your firm strategy is crucial. Each...
Heather Robinson
- Apr 11
- 4 min
5 Steps to Creating a Marketing Plan from Scratch
Are you creating a marketing plan from scratch? You don't need to feel overwhelmed or frustrated—everyone has had to start somewhere....
Emilie Elpers
- Apr 11
- 3 min
5 Resources for Keeping Your Marketing Team Training Up-to-Date
As a leader in your firm, you understand how important it is for the accounting professionals on your team to stay on top of their CPE...
Kylie Pruser
- Apr 11
- 3 min
Investing in Success Skills Development for Top Performers
Do you want to ensure that your top performers stay engaged and productive over the long term? Do you want to keep them on the path to...
Marc T Staut, Shareholder
- Mar 21
- 4 min
Peer Communities Aren't a Solo Sport
TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You...
L. Gary Boomer, Shareholder
- Mar 21
- 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
- Mar 21
- 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
- Mar 21
- 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....
Boomer Consulting, Inc.
- 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 Through 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...
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