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Articles, Blogs and More...
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Apr 3, 20233 min read
3 Things to Keep in Mind When Switching to E-Invoicing
by: Claire Scott Invoicing will always play a part in professional life. But for many accountants, this process takes up a...
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Mar 15, 20234 min read
When Leaders Don’t Lead
At a recent Boomer Leadership Academy session, there was a lot of discussion about what happens when leaders don’t lead. Some of the...
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Feb 28, 20234 min read
Motivating & Engaging the Next Generation of Firm Leaders
Ask any partner in an accounting firm what’s keeping them up at night, and many will answer it’s retaining their staff—especially the...
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Feb 21, 20234 min read
5 Things to Consider if you are Frustrated with your Current Accounting Software
Now that your firm is in the middle of tax season, you know what’s working and what’s not working with your accounting software. How does...
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Feb 20, 20233 min read
Getting Started with Advisory Services
Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...
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Feb 9, 20234 min read
Leveraging Collaborative Intelligence in HR
Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...
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Jan 31, 20233 min read
Elevating the Admin Role in Your Firm
For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...
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Jan 23, 20234 min read
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
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Jan 16, 20233 min read
Creating a 5-Step Business Development Process
Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...
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Jan 5, 20234 min read
The Trusted Advisor’s Reading List
One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years...
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Jan 4, 20233 min read
Tax Automation Tools that Provide a 5-Star Client Experience
How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...
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Dec 20, 20224 min read
The Secret to Effective Communication? Know Your Audience
Communicating effectively with your team and clients is a crucial skill for any accounting and advisory professional. So often, when we...
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Dec 14, 20223 min read
7 Steps To Achieve Sustainable Inclusion
In recent years, diversity and inclusion have received more attention in accounting firms, but they’re issues our profession has been...
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Dec 6, 20223 min read
The Top Benefits of Cloud-based Accounting
by Todd Eyolfson More and more accounting practices are turning to the cloud for improved efficiency, cost savings and collaboration...
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Dec 6, 20223 min read
Preparing Your Team for an Environment of Constant Change
Keeping up with the pace of change is challenging for firms of all shapes and sizes. Technology and changing client demands create...
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Nov 28, 20224 min read
5 Steps to Virtually Onboard New Employees Successfully
At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...
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Nov 17, 20223 min read
4 Ways to Market Your Firm on a Small Budget
During tough times, one of the first things many firms do is trim their marketing budget. While marketing is undoubtedly an easier place...
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Nov 2, 20223 min read
Building a Better Future for Your Firm
Look back at the past few years. What has changed? Of course, we can all point to many personal and professional changes. The real...
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Oct 19, 20224 min read
5 Ways to Adapt Your Recruitment Strategy for Remote Talent
At a time when 96% of firm leaders say they’re taking steps to grow the business in the next three to five years, the ability to attract...
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Oct 14, 20224 min read
Cloud Solutions vs. In-house or Local IT Providers
by Christopher Stark, President & CEO, Cetrom Cybersecurity threats continue to pose a serious risk to accounting firms. Accounting firms...
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