Guide to Outsourcing Summary
Outsourcing is not a new strategy. The banking, medical, insurance and legal industries have all been outsourcing to various countries...
top of page
Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.
Mar 8, 20221 min read
E70 - Identifying Your Ideal Client
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...
Mar 1, 20221 min read
E69 - The Role Technology Plays in M&A – a Boomer Pubcast
Welcome to our first Boomer Briefing Pubcast, where we grab a pint and have an unscripted conversation about the CPA profession. This...
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...
Feb 8, 20224 min read
5 Ways to Address Talent Constraints
The Great Resignation has been a hot topic of discussion in firms around the country. People are leaving their current jobs — not just...
Feb 8, 20223 min read
4 Ways to Create a Transgender-Inclusive Firm
Work is stressful. And many transgender people have the added stress of denying or suppressing their gender identity because it doesn't...
Feb 2, 20222 min read
The Future of Accounting: Working In a Connected Firm
In addition to changing workforces that are more geographically distributed and tech savvy than ever before, robotic process automation...
Jan 25, 20221 min read
E64 - From Disruption to Advantage
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jan 18, 20221 min read
E63 - Creating One Culture After a Mergers or Acquisition
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Dec 15, 20213 min read
Consultant vs. Advisor: What’s the Difference?
For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...
Dec 15, 20214 min read
3 Security Best Practices for 2022
Cybercriminals are targeting tax firms at increasing rates – and it isn’t just the big firms that are targets of these attacks. In 2017,...
Dec 15, 20214 min read
You Only Get Out What You Put In
by Randi Kranzler, Amelio I started running in my late 20’s, after getting involved with the Leukemia and Lymphoma Society and signing up...
Dec 14, 20211 min read
E59 - Key Tech Megatrends and the Impact on the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Dec 13, 20213 min read
How CPA Firms Can Leverage Their Knowledge and Incorporate Cloud Consulting into Their Services
What started as an industry focused on providing accounting services to clients, CPA firms have evolved their offerings to include...
Dec 9, 20213 min read
Why CPA Firms Should Embrace Digital Transformation
CPA firms must improve processes and procedures to keep growing and be successful. Modernizing the business allows them to increase their...
Oct 22, 20211 min read
Tracking Your Firm’s Workflow Beyond Tax and Audit
by Randi Kranzler, amelio, by HKMP Technologies Whether you’re performing tasks yourself or delegating them to staff, managing and...
Oct 12, 20211 min read
E50 - Why Succession Planning Shouldn't Focus Only on Partners
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. In the 50th episode,...
Sep 14, 20213 min read
CPA Firm Metrics from a Client's Perspective
One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
Sep 12, 20214 min read
Trends in Accounting Collaboration
The professional services sector experienced very different challenges during the global COVID-19 pandemic when compared to other...
Aug 24, 20211 min read
E43 - The Roles of Business Development & Marketing within an Accounting Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
bottom of page