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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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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