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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May 22, 20233 min read
Improve Partner Meetings, Improve Performance
Practically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...
Apr 19, 20224 min read
Rethinking Firmwide Meeting Standards
Last month, Erin McCormick shared some excellent advice for overcoming meeting overload. Her advice primarily addressed what individuals...
Nov 23, 20211 min read
E56 - How to Gain an Edge in the Marketplace
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jun 29, 20211 min read
E35 – Special Release: Making the Move to Consulting with Nathan Eads part 1
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jun 22, 20211 min read
E34 - Building Better Solution Requirements Why, Who and How
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Apr 20, 20213 min read
Botkeeper Launches Two New Products that Break Down Scale & Cost Barriers for Accounting Firms
Machine learning-powered bookkeeping leader leverages automation gains to create a more accessible offering for accounting firms. BOSTON,...
Dec 8, 20204 min read
3 Tips for a Successful Merger or Acquisition
by Amanda Wilkie, Consultant I'm no stranger to mergers and acquisitions. From participating in a merger of equals resulting in a Top 10...
Nov 10, 20203 min read
Team Engagement in a Virtual Setting
by Liesl Walser, Project Coordinator Remote work became the norm in accounting firms and many other professions this year, and many...
Nov 4, 20202 min read
Announcing The Boomer Briefing Podcast
We’re excited to announce the launch of our new podcast, The Boomer Briefing!! Each episode of The Boomer Briefing will treat you....
Oct 27, 20201 min read
E1 - How to Think About Your Business Model
Introducing the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.
In Episode one...
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