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Feb 12 min read

The Miles Pathway: An Onshore Capacity Solution for Tax, Audit & Accounting

(Wilmington, DE – Feb. 1, 2024) Have you ever imagined solving the accountant shortage challenge in the US by harnessing the power of...

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Jan 163 min read

Shifting Mindsets: From Client Filtering to Revenue Replacement

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...

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Nov 21, 20231 min read

E157 - The Evolution of Leadership Trends: 2023 and into 2024

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

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Oct 26, 20231 min read

Your End-of-Year Change Management and Software Needs

As you celebrate making it past the Oct 15 busy season, here’s some recent news from Avii to help you with end-of-year Change Management...

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Jul 25, 20233 min read

Evolving Your Service Offerings: Moving from Compliance to Advisory

The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...

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Jun 13, 20234 min read

Outsourcing for a Department of One

If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities....

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Mar 28, 20231 min read

E124 - How to Take a New Approach to Growth & Client Filtering

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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Jan 17, 20234 min read

How Innovation Is Helping to Streamline M&A Activity and What the Future Looks Like

by Kate Krupey M&A activity has been on the rise in public accounting over the past few years. In particular, large public accounting...

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Jan 3, 20231 min read

E112 - The Biggest Shift in Process: 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. This episode, host Jon...

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Sep 13, 20221 min read

E97 - Rethinking Firm-wide Meeting Standards

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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Sep 6, 20221 min read

E96 - How to Live a Culture of Outcomes and Accountability

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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Aug 2, 20221 min read

E91 - The Exponential Firm: Expanding Your Capacity and Capability

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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Jul 5, 20221 min read

E87 - How to Improve Processes within Your 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...

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May 31, 20221 min read

E82 - Create Capacity Through Outsourcing and Automation

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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May 10, 20225 min read

5 Process Trends for 2022

Each year, the consultants at Boomer Consulting get together to discuss our forecasts for the coming year in five areas critical to a...

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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...

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Mar 17, 20214 min read

6 Steps for Creating the Capacity to Offer More Value

One of the challenges firms face in their transformation from a compliance-focused firm to an advisory and consulting firm is capacity....

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