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Mar 19, 20244 min read
Visioning: The Foundation for Business Transformation
Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and...
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Mar 19, 20243 min read
Creating a Structures Process for Innovation in Your Firm
As accounting firms face unprecedented technological advancements and shifting market demands, more leaders are looking to their teams to...
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Mar 19, 20243 min read
Leading Organization Change: 10 Steps to Become a Change Agent
Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for...
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Feb 27, 20243 min read
The Power of Learning & Development in 2024
Based on my conversations with talent and learning and development (L&D) leaders from firms across the country, the profession is finally...
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Feb 27, 20243 min read
Documenting Firmwide Processes: It’s a Team Sport
Process improvement has been on my mind recently, as Boomer Consulting, Inc. is embarking on a comprehensive process improvement project....
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Feb 27, 20243 min read
Building Bridges in a Hybrid World: Enhancing Connection and Community
HR and talent professionals play a crucial role in any accounting firm—especially as hybrid work has become the norm. Hybrid work...
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Feb 27, 20242 min read
Empowering the Next Generation: The Transformative Power of Eagle U
Chances are you know someone who selected a college major, earned a degree, launched their career and then realized that their first...
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Feb 6, 20243 min read
The Secret to Enforcing Consistent Processes
A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid...
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Feb 6, 20243 min read
The Evolving Role of Project Management in CPA Firms
The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...
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Feb 6, 20243 min read
Revolutionizing Learning and Development: Harnessing AI and Avatars for Upskilling
The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to...
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Feb 6, 20243 min read
Make 2024 the Year You Take Control of Your Email Inbox
For any working professional, email is both a blessing and a curse. It made asynchronous communication easy and accessible, but for most...
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Jan 16, 20243 min read
Shifting Mindsets: From Client Filtering to Revenue Replacement
In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...
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Jan 16, 20243 min read
Supporting Employees Through Personal Challenges: A Guide for Leaders
Employees often face personal challenges that can impact their professional lives. As a leader, no matter how adept you are at handling...
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Jan 16, 20243 min read
Nurturing Career Paths from Compliance to Advisory
In accounting firms, compliance roles have been the traditional entry point for new employees. However, as the profession changes from a...
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Jan 16, 20243 min read
Enhancing the Client Experience: A Strategic Approach
Enhancing the client experience (CX) has become a cornerstone for success in many accounting firms. As the profession navigates through...
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Dec 7, 20235 min read
Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...
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Nov 28, 20233 min read
Managing the Expanding Demands for Marketing Communications: Strategies for Today’s Accounting Firm
In an era where the scope of marketing communications is rapidly evolving, Chief Marketing Officers (CMOs) and Chief Growth Officers...
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Nov 28, 20234 min read
Self-Care for HR Professionals
Over the past few years, HR professionals have been tasked with the monumental responsibility of recruitment, retention and supporting...
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Nov 28, 20234 min read
The CAS Team: 5 Steps to Elevate the Client Experience
Today, being a successful firm isn't just about technical skills; it's the people responsible for leadership, relationships, and...
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Nov 28, 20234 min read
How to Protect Your Local Assets
By: Christopher Stark, President & CEO, Cetrom Just as people may use a lockbox as physical security for a prized piece of jewelry,...
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