E100 - A Look Back at 100 Episodes
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. We're thrilled to be...
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Sep 29, 20224 min read
Reflect, Reassess and Reset
How well has your firm’s technology supported your team members and clients over the past two years? Based on our conversations with...
Sep 27, 20223 min read
Avii Offers Accounting Firms Flexibility With New Core and Enhanced Versions of Avii Workspace
SILICON SLOPES, Utah, September 27, 2022—Today, Avii launched Core and Enhanced Core versions of the Avii Workspace, providing accounting...
Aug 24, 20224 min read
The accounting profession is breaking up with “Sally”
Sally, or to be precise SALY, (Same As Last Year) has been a much loved friend of accounting firms the world over for the last 100 years....
Aug 9, 20225 min read
5 Ways to Uplevel Your Accounting Firm's Client Experience
Accounting portals and the resulting client experience are more important than ever. Over the past two years, your clients likely spent...
Aug 9, 20225 min read
More Than a Trend: Why Dashboards Matter
The modern business owner must inhabit two worlds: the present, where they react to daily crises or problems, and the future, where they...
Jul 19, 20224 min read
10 Strategies to Improve Client Accounting Services
Many CPA firms are risk-averse, but are you so risk-averse that you’re missing value-added opportunities? Technology is rapidly changing...
Jul 12, 20223 min read
Mastering the Art of Influence
Leadership is more than just having authority over others. To be an effective leader, you must positively influence your team and the...
Jul 12, 20224 min read
Doing Well by Being Well
Accounting firms are in business to turn a profit and provide a return to their partners. To do that, they need to serve clients. To...
Jul 12, 20224 min read
Breaking the Stress Cycle
Accountants are used to stress. Often, the job involves months of heavy workloads and working long hours. Add a global pandemic, changing...
Jul 12, 20223 min read
Technology for Content Creation and Scheduling
Content is a highly effective way to capture and nurture leads. The more relevant content your firm creates, the more trust you build...
Jul 8, 20221 min read
Build It or Buy It: The Future of Technology in Accounting
Technology has fundamentally changed the way people communicate at home and work. Many of us can remember when we primarily communicated...
Jun 29, 20221 min read
2022 Most Powerful Women in the Accounting Profession
We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...
May 10, 20221 min read
E79 - Creating Career Paths around Your IT Professionals
Welcome to our first Boomer Briefing Pubcast, where we grab a pint and have an unscripted conversation about the CPA profession. This...
Apr 27, 20224 min read
5 Ways to Hold Onto Top Talent
What would your firm be without its people? While they may not appear on any balance sheet, people are your firm’s greatest asset....
Apr 25, 20222 min read
NEW RELEASE - Delivering a Data-Driven Audit
What do you want your firm and your team to be, do, create and experience over the next five years? If you’re like most firm leaders,...
Apr 13, 20221 min read
NEW RELEASE - Build It or Buy It: The Future of Technology in Accounting
Years ago, a Top 100 firm wanted to replace their existing document management system. After evaluating the available options on the...
Apr 12, 20221 min read
E75 - Gaining Media Attention for Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...
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 29, 20221 min read
E73 - Signs Your Remote Team Members Need More Training
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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