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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....
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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...
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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...
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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...
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Jul 13, 20213 min read
3 Tips for Creating a Sense of Belonging in Your Firm
Most firm leaders want their team members to feel happy when they come to work each day. After all, happy employees are more productive,...
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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...
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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...
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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
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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
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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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Jun 9, 20205 min read
Back to Work, but Maybe Not at the Office
I remember a book titled Work Sucks: and how to fix it written by Cali Kessler and Jody Thomson back in 2008. They correctly defined work...
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Apr 14, 20206 min read
11 Tips for Sustaining a Positive, Productive and Healthy Work Environment
In the current climate of the COVID-19 pandemic, negativity and fear have been at the forefront of our personal and professional lives...
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Mar 24, 20202 min read
From Business as Usual to Unusual Business
Today’s business model was already changing before the Coronavirus, which puts a new emphasis on firm leadership and management...
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Feb 19, 20204 min read
Change Your Mindset, Play the New Game
by L. Gary Boomer, Visionary & Strategist Several years ago, I read the book Change the Culture, Change the Game by Roger Connors and Tom...
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