Benefits of a Technology Strategic Plan
Technology leaders put a lot of effort and energy into time management. And while managing your time well is always a worthwhile pursuit,...
Articles
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Jim Boomer, Shareholder
- Nov 8
- 4 min
4 Steps to Break Down Process Silos
Process silos are common in many accounting firms, leading to inefficiencies and communication breakdowns. To break down these process...
Erin McCormick
- Nov 8
- 2 min
3 Benefits of Engaging in a Professional Peer Community
When it comes to our careers, we all want to feel like we’re a part of something bigger. We want to be surrounded by people who...
Deanna Perkins
- Nov 8
- 3 min
3 Questions to Better Support Your Team and Your Clients
As a leader in your firm, getting to know the people who work for you and the clients you serve is essential. By asking questions and...
Emilie Elpers
- Nov 8
- 3 min
10 Lessons Learned from Recording 100 Podcast Episodes
Over the past year, I’ve had the opportunity to help produce podcast episodes for Boomer Consulting, Inc, The Boomer Briefing. But, the...
Guest Author
- Nov 8
- 1 min
The Ultimate Cybersecurity Guide for CPA Firms
Due to the nature of their work, CPA firms have access to their clients’ tax returns, sensitive personal data, financial information, and...
Guest Author
- Nov 8
- 4 min
Fostering Growth Through Automation
by Paul Nagy, Chief Product Officer, Iris Software Group As the accounting industry continues to evolve to meet new client needs,...
Arianna Campbell, Shareholder
- Oct 21
- 3 min
The Next Level of Process Improvement
Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the...
L. Gary Boomer, Shareholder
- Oct 21
- 3 min
Uncertainty-Leadership-Adaptability-Resources
Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...
Megan Schottler
- Oct 21
- 5 min
Redefining Wealth
I recently attended the Unstoppable conference in Scottsdale, AZ and had the opportunity to hear Patrice Washington speak on redefining...
Jenna Blackwood
- Oct 21
- 3 min
7 Tips for Surviving Budget Season
Accounting firms and companies around the globe are in the midst of many finance and accounting professionals’ least favorite times of...
Katelynn Kolterman
- Oct 21
- 3 min
How to Leverage Extroversion or Introversion at Work
At some point, you’ve probably been called—maybe even referred to yourself as—an introvert or extrovert. Psychologist Carl Jung coined...
Guest Author
- Oct 21
- 4 min
Accounting Technology Software to Solve the CPA Talent Shortage
AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...
Guest Author
- Oct 21
- 4 min
The Benefits of Cloud-Based Software Over Desktop
Cloud-based software has quickly taken over the digital world, outpacing desktop software in a number of ways and providing newfound...
Sandra Wiley, Shareholder
- Sep 13
- 3 min
Are You Basing Decisions on Junk Employee Engagement Metrics?
Employee engagement has shifted from solely a human resources metric to a top priority in many firms. But we have a long way to go....
Heather Robinson
- Sep 13
- 3 min
4 Growth Marketing Trends That Can Help You Achieve Your Goals in 2023
If you want to grow your firm in 2023, consider incorporating growth marketing strategies. There are several ways to do this. You can...
Jacqueline Lombardo
- Sep 13
- 4 min
How to Evaluate Resumes the Right Way
When looking at an organization’s level of success, we often forget about the people behind the organization that drive revenue, profits,...
Kylie Pruser
- Sep 13
- 3 min
How to Approach Business Development at a Conference
This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...
Erin Shively
- Sep 13
- 3 min
Who Owns the Keys to Your Castle?
During the pandemic, many people switched from being on-site full-time to working entirely from home or in a hybrid environment. This was...
Guest Author
- Sep 13
- 5 min
How a CPA firm can transition into a client advisory firm
Since the pandemic, the accounting industry has seen an enormous shift. With the acceleration of digital adoption, clients are...
Guest Author
- Sep 13
- 4 min
Building a Next-Gen Sales Tax Practice
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and...
Jon Hubbard, Shareholder
- Aug 9
- 3 min
A New Approach to Client Filtering
It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most...
Amanda Wilkie
- Aug 9
- 3 min
Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt
Virtually everything about the way we work has changed. Jobs and tasks are being redesigned to use more essential human skills augmented...
Chris Rochford
- Aug 9
- 3 min
Tech Considerations for a Hybrid Firm
Over the last few months, we’ve been working on upgrading our meeting space on the Plaza in Kansas City into a complete hybrid solution....
Kye Jackson
- Aug 9
- 3 min
Are You Hiring for Education, Experience or Aptitude?
Accounting firms face unprecedented hiring challenges, and while some roles demand a high level of expertise or a CPA license, not all...
Parker Bohon
- Aug 9
- 3 min
5 Tips for Transitioning from College to Career
Transitioning from college into a career can be daunting. You just spent four years studying to get a degree, but who knows if any of...
Guest Author
- Aug 9
- 5 min
5 Ways to Uplevel Your Accounting Firm's Client Experience
Accounting portals and the resulting client experience are more important than ever. Over the past two years, your clients likely spent...
Guest Author
- Aug 9
- 5 min