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Mar 194 min read

Visioning: The Foundation for Business Transformation

Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and...

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Oct 4, 20233 min read

The 5 C’s of Building or Buying Alternative Practices

It’s becoming common knowledge: accounting firms are slowly but surely transforming themselves from tax and audit firms into...

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Sep 19, 20231 min read

E148 - CAS Transformation is Only a Piece of Overall Business Transformation

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

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May 2, 20233 min read

What Is Business Transformation?

As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business...

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Mar 21, 20234 min read

The Big Picture

If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential...

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Feb 7, 20234 min read

Increase Your Productivity with Task Batching

Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've...

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Jan 31, 20231 min read

E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...

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Sep 7, 20223 min read

How to Stand Out from the Competition

As we talk to accountants from firms throughout the country, we hear a familiar lament: the profession is more competitive than ever. As...

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