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Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t

Explore our Client Accounting and Advisory Services (CAAS) to gain strategic financial insights, streamline operations, and achieve growth.

Build a sales-minded culture where all team members spot growth opportunities, build trust, and connect clients to your firm's services.

Benchmarking helps firms assess key metrics, compare performance, and leverage peer insights to drive growth and strategic improvements.

A strategic move towards creating an ecosystem for the accounting industry offering a unified suite of services - Staffing, CPE, Learning...

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...

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...

Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.

CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.

Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.

Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.

Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.

CPA firm leaders must continue taking an equity-minded approach to talent management to drive profits, innovation, attraction and retention.

CAAS departments experience lower burnout rates. Accounting firms can improve talent retention by spreading their work out evenly.

Build a growth team in your CPA firm by integrating sales, marketing, client experience, and employee experience to drive growth.

Enhance L&D by adapting to adult learning styles—boost retention, reduce turnover, and build engaged, high-performing teams.

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...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...

Connecting employee and client experience drives growth and loyalty.

Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.