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Amanda Wilkie
2 days ago3 min read
How Technology Influences Process Redesign Initiatives
Technology drives process change, but true efficiency comes from aligning IT, process redesign, and firm-wide adoption strategies.


Heather Robinson
2 days ago4 min read
Driving Client Experience Excellence Through Cross-Department Collaboration
Seamless client experiences need cross-department collaboration, clear roles, and the right tools to enhance communication and consistency.


Jacqueline Lombardo
2 days ago3 min read
Prevent Burnout and Improve Employee Retention with Process Optimization
Prevent burnout and improve employee retention with process optimization.


Jenna Blackwood
2 days ago3 min read
How to Think Like a CFO
Learn how to shift from compliance to strategic financial leadership, leveraging forecasting tools, automation, and real-time insights.


Jim Boomer, Shareholder
Jan 213 min read
Great Leaders are Replaceable
What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or...


Jim Boomer, Shareholder
Jan 134 min read
The Evolution of the Business Model in Accounting Firms
Discover how accounting firms can transform their business models with advisory services, technology, and private equity-driven strategies.


Erin McCormick
Jan 134 min read
Best Practices for Success in Operations Leadership
Master operations leadership in CPA firms: embrace tech, foster culture, invest in growth, and drive collaboration for lasting success.


Deanna Perkins
Jan 134 min read
Unlocking Growth: Essential Marketing and Business Development Strategies for Accounting Firms
Discover essential marketing and business development strategies to help accounting firms attract clients, foster loyalty, and drive growth.


Kylie Pruser
Jan 133 min read
Innovative Strategies for Recruitment and Retention
Discover innovative recruitment and retention strategies for accounting firms, from flexible work to leadership programs and more.


Heather Robinson
Dec 19, 20244 min read
3 Skills That Require Zero Talent
Three skills that require zero talent and can help you become more valuable in your career.

Boomer Consulting, Inc.
Dec 17, 20241 min read
E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
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.
Dec 10, 20241 min read
E206 - Get to Know Leda Sedlock
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...

Guest Author
Dec 5, 20244 min read
Accountants need a modern document management system
The following was originally published in AIT's Portrait . Accountancy firms realise the importance of technology in helping them...


Guest Author
Dec 4, 20244 min read
Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market
October 15, 2024 The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance...

Boomer Consulting, Inc.
Dec 3, 20241 min read
E205 - Get to Know Derek Olsen
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.
Nov 19, 20241 min read
E204 - Get to Know Chris Rochford
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...


Jon Hubbard, Shareholder
Nov 18, 20243 min read
The Rise of Growth Leaders: Shaping the Future of Accounting Firms
Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t


Heather Robinson
Nov 18, 20244 min read
7 Strategies to Market Your Client Accounting and Advisory Services
Explore our Client Accounting and Advisory Services (CAAS) to gain strategic financial insights, streamline operations, and achieve growth.


Hailey Hilbert
Nov 18, 20243 min read
How to Build a Sales-Minded Culture
Build a sales-minded culture where all team members spot growth opportunities, build trust, and connect clients to your firm's services.


Derek Olsen
Nov 18, 20244 min read
Benchmarking Your Firm’s Metrics: How to Leverage Insights for Growth
Benchmarking helps firms assess key metrics, compare performance, and leverage peer insights to drive growth and strategic improvements.

Guest Author
Nov 13, 20243 min read
Entigrity merges with MYCPE and rebrands as MYCPE ONE: A Comprehensive Hub for CPA & Accounting Firms
A strategic move towards creating an ecosystem for the accounting industry offering a unified suite of services - Staffing, CPE, Learning...

Boomer Consulting, Inc.
Nov 12, 20241 min read
E203 - Get to Know Hailey Hilbert
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.
Nov 5, 20241 min read
E202 - All Things the Boomer Knowledge Network
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...


Marc T Staut, Shareholder
Oct 28, 20244 min read
Prioritizing Technology Initiatives
Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.


Amanda Wilkie
Oct 28, 20244 min read
Incorporating Artificial Intelligence into Continuous Improvement
CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.


Chris Rochford
Oct 28, 20244 min read
Taking a Long-Term View of Your Technology Budget
Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.


Erin Shively
Oct 28, 20244 min read
How to Evaluate Technology Needs vs. Wants
Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.

Guest Author
Oct 28, 20242 min read
AI in Tax and Accounting: What It Actually Does and Why You Should Use It
Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.


Sandra Wiley, Shareholder
Oct 7, 20244 min read
Continue Taking an Equity-Minded Approach to Talent
CPA firm leaders must continue taking an equity-minded approach to talent management to drive profits, innovation, attraction and retention.


Deanna Perkins
Oct 7, 20244 min read
The Key to Reducing Burnout? Spreading Out the Workload
CAAS departments experience lower burnout rates. Accounting firms can improve talent retention by spreading their work out evenly.


Heather Robinson
Oct 7, 20244 min read
How to Build a Growth Team in Your CPA Firm
Build a growth team in your CPA firm by integrating sales, marketing, client experience, and employee experience to drive growth.


Boomer Consulting, Inc.
Oct 7, 20244 min read
Soft Skills for Learning & Development
Enhance L&D by adapting to adult learning styles—boost retention, reduce turnover, and build engaged, high-performing teams.

Boomer Consulting, Inc.
Sep 24, 20241 min read
E197 - Leaders Need to Lead
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.
Sep 17, 20241 min read
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...


Arianna Campbell, Shareholder
Sep 16, 20245 min read
Connecting Employee and Client Experience
Connecting employee and client experience drives growth and loyalty.


Amelia Brewster
Sep 16, 20243 min read
Proactive Processes for Client Filtering
Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.


Hailey Hilbert
Sep 16, 20244 min read
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
Sep 16, 20244 min read
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, 20241 min read
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, 20243 min read
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, 20241 min read
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, 20243 min read
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, 20244 min read
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, 20243 min read
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, 20243 min read
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, 20244 min read
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, 20242 min read
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, 20244 min read
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, 20243 min read
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, 20243 min read
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.
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