Innovation is Only Failure If You Don’t Learn
It seems everyone in the accounting profession is talking about innovation these days, and for good reason. Innovation pushes us past the...
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Apr 5, 20224 min read
Packaging, Pricing & Naming Advisory Services
The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....
Mar 8, 20223 min read
Does Your Data Tell a Story?
When most people think about data analytics, they think about dashboards, spreadsheets and algorithms. While these are all elements of...
Feb 8, 20226 min read
The Vision of Success
Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...
Jan 25, 20224 min read
7 IT Strategies to Ensure Success
What does your firm spend on technology? Do you get the return on investment you expect? Is your technology up to date? Are you focused...
Nov 16, 20213 min read
The Exponential Firm
An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...
Oct 19, 20213 min read
What Firms Need to Know About the Tech Supply Chain Issues
Accounting firms are accustomed to running pretty lean with their technology. When you hire a new employee or something breaks, it’s...
Sep 14, 20214 min read
Identifying Your Ideal Client: 6 Questions to Ask
In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you...
Jul 14, 20214 min read
What Could Your Firm Accomplish With Increased IT Investment?
According to Flexera’s 2021 State of Tech Spend Report, financial services firms spend, on average, 10% of their revenue on IT. Among...
Jun 15, 20213 min read
Exponential Growth Opportunities
What are the best growth opportunities for most firms? The answer will likely come easily to most people: consulting and advisory...
May 13, 20215 min read
Creating a Framework for Improving Client Experience
Today, most firms are aware of the importance of client experience. They realize that client experience is one way to gain a competitive...
Mar 17, 20213 min read
Why Is Innovation So Difficult?
Innovation is a priority in most CPA firms today, but it's also a challenge. According to McKinsey, 84% of executives recognize that...
Feb 11, 20213 min read
Asking About Crypto on An Organizer? It's Not Enough
Last year, the IRS announced it had formally moved the question, "At any time during 2020, did you receive, sell, send, exchange or...
Feb 11, 20213 min read
Aligning Your Marketing & Business Development Strategies
If you want to be a high-growth firm, you need to align your firm’s marketing and business development strategies. It’s common for these...
Oct 13, 20206 min read
5 Silver Linings in a Pandemic
The year 2020 will go down as one of interruption, disruption and innovation. Your mindset determines whether this is good or bad. I choose
Oct 13, 20204 min read
5 Ways Communication Rules!
Communication. Such a simple word. But is it really that simple? With all the communication types used in the business world today, it could
Sep 9, 20205 min read
Now Is the Time for Innovation
by Marc Staut
How many virtual conferences have you attended in the past few months? For most people....
Sep 9, 20204 min read
4 Tips for Developing Managers
by Jon Hubbard
Any promotion can be a challenge, but it can especially tough for accountants with strong technical skills who a
Aug 19, 20202 min read
Highlights from the BTC Summit 2020
We recently wrapped up another Boomer Technology Circles Summit. This annual event brings together firm management, technology and Lean Six
Jul 16, 20202 min read
We Are Going Virtual - 2020 Boomer Technology Circles Virtual Summit!
Based on input from members and sponsors, as well as the current uncertainty in the world due to COVID19, we have decided to move our Boomer
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