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Apr 3, 20233 min read

Does Your Firm Need a Project Manager? Yes!

The complexity and rate of change in the accounting profession today require firms to juggle multiple projects throughout the year:...

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Apr 3, 20233 min read

3 Things to Keep in Mind When Switching to E-Invoicing

by: Claire Scott Invoicing will always play a part in professional life. But for many accountants, this process takes up a...

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Mar 15, 20234 min read

When Leaders Don’t Lead

At a recent Boomer Leadership Academy session, there was a lot of discussion about what happens when leaders don’t lead. Some of the...

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Feb 28, 20234 min read

Motivating & Engaging the Next Generation of Firm Leaders

Ask any partner in an accounting firm what’s keeping them up at night, and many will answer it’s retaining their staff—especially the...

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Feb 21, 20234 min read

5 Things to Consider if you are Frustrated with your Current Accounting Software

Now that your firm is in the middle of tax season, you know what’s working and what’s not working with your accounting software. How does...

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Feb 20, 20233 min read

Getting Started with Advisory Services

Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...

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Feb 9, 20234 min read

Leveraging Collaborative Intelligence in HR

Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...

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Jan 31, 20233 min read

Elevating the Admin Role in Your Firm

For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...

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Jan 23, 20234 min read

Accounting Technology that Streamlines Your Tax Preparation Workflow

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...

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Jan 16, 20233 min read

Creating a 5-Step Business Development Process

Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...

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Jan 5, 20234 min read

The Trusted Advisor’s Reading List

One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years...

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Jan 4, 20233 min read

Tax Automation Tools that Provide a 5-Star Client Experience

How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...

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Dec 20, 20224 min read

The Secret to Effective Communication? Know Your Audience

Communicating effectively with your team and clients is a crucial skill for any accounting and advisory professional. So often, when we...

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Dec 14, 20223 min read

7 Steps To Achieve Sustainable Inclusion

In recent years, diversity and inclusion have received more attention in accounting firms, but they’re issues our profession has been...

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Dec 9, 20221 min read

How to Improve Your Remote Audits with Automation

Advances in technology are affecting every profession, and audit is no exception. Just as the practice and management of audit were...

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Dec 6, 20223 min read

The Top Benefits of Cloud-based Accounting

by Todd Eyolfson More and more accounting practices are turning to the cloud for improved efficiency, cost savings and collaboration...

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Dec 6, 20223 min read

Preparing Your Team for an Environment of Constant Change

Keeping up with the pace of change is challenging for firms of all shapes and sizes. Technology and changing client demands create...

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Dec 1, 20221 min read

Technology for the Lifecycle of a Growing Firm

The solutions you use are an extension of your firm. While you can always focus on improving a single area of your business, taking a...

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Nov 28, 20224 min read

5 Steps to Virtually Onboard New Employees Successfully

At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...

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Nov 17, 20223 min read

4 Ways to Market Your Firm on a Small Budget

During tough times, one of the first things many firms do is trim their marketing budget. While marketing is undoubtedly an easier place...

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