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Feb 1, 20242 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 16, 20243 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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