November 12, 2019

By now, most accounting professionals are at least somewhat familiar with Lean Six Sigma, a strategy that focuses on increasing efficiency while improving the quality of your work by eliminating wasteful practices. When firms are first introduced to Lean Six Sigma, their initial interest is usually on compliance processes. Client accounting services, tax...

July 16, 2019

When we talk to firm leaders at the Boomer Technology Circles and industry conferences, a common question we hear from firms is how to budget for innovation. I’m always excited to hear that firms are interested in dedicating resources to innovation, but, like most budgeting questions, there are rarely simple answers. Here is the three-step process I recom...

March 12, 2019

"Better a good decision quickly than the best decision too late." — Harold Geneen

How many decisions have you made today? What to eat for breakfast? Which route to take to the office? When is the best time to call your client? In fact, researchers estimate an adult makes upwards of 35,000 remotely conscious decisions each day. Granted, many of those decisi...

August 3, 2018

Earlier this month, our own Jon Hubbard discussed the top three things firms ask about when selecting a Technology Consultant in his Boomer Bulletin article, Three Ways To Increase Clarity & Confidence in Your Firm’s Technology Strategy. Firms want their Technology Consultant to be experienced, trusted and unbiased when it comes to technology providers an...

May 8, 2018

When asked what originally piqued my interest in blockchain well before the technology was a conventional topic, I often excitedly say reading that blockchain had the potential to become the fifth disruptive computing paradigm told me this tech is a big deal. But why was this so thrilling for me? To answer that, let’s look at the results of the other four...

May 1, 2018

As another busy season comes to an end, conference season starts to ramp up. At nearly every conference, seminar or symposium you attend, one topic we know you’ll be hearing a lot about is blockchain. In fact, you’ve probably been hearing about it at industry events for the last few years.  Perhaps you’ve even attended one of my sessions on the topic.


February 13, 2018

“Does a firm our size need a CIO?”

I hear this question quite often, and I always respond with more questions. Why do you think you need a CIO? Why do you think you need a CIO now? As a matter of fact, the need for a CIO has absolutely nothing to do with the size of the firm. The need for a CIO depends on how your firm wishes to leverage technology. If tec...

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