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Dec 4, 20243 min read
Automation Doesn’t Replace Communication
Communication is integral for any accounting firm, no matter the size. Without clear internal and external communication, chaos is bound...
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Oct 1, 20242 min read
Community Engagement in Everyday Life
Dr. Crispin Butteriss, founding director of one of the largest community engagement platforms in the world, defines community engagement...
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Sep 24, 20241 min read
E197 - Leaders Need to Lead
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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Jun 6, 20243 min read
Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are...
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May 21, 20243 min read
Selecting Technology to Improve Communication and Collaboration
Effective communication and collaboration are pivotal aspects of delivering stellar client service. In an accounting firm, where clients may
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Apr 30, 20243 min read
Invest in Project Management Training for Your Team
Every firm leader wants to enhance their firm’s operational efficiency.
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Apr 4, 20244 min read
Defining Your Career Path
In Lewis Carroll’s Alice’s Adventures in Wonderland, when Alice asks the Cheshire Cat which way she should go, he responds, “If you don’t...
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Mar 4, 20242 min read
Leading Through Change: Essential Skills for Firm Leaders
Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead...
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Feb 6, 20243 min read
The Evolving Role of Project Management in CPA Firms
The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...
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Jan 16, 20243 min read
Supporting Employees Through Personal Challenges: A Guide for Leaders
Employees often face personal challenges that can impact their professional lives. As a leader, no matter how adept you are at handling...
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Nov 28, 20233 min read
Managing the Expanding Demands for Marketing Communications: Strategies for Today’s Accounting Firm
In an era where the scope of marketing communications is rapidly evolving, Chief Marketing Officers (CMOs) and Chief Growth Officers...
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Nov 9, 20231 min read
Creating a Frictionless Environment in Your Firm
In an accounting firm, friction appears as fragmented client information, departmental silos, inefficient workflows, shadow IT, slow...
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Nov 7, 20234 min read
How to Make the Most of Your Career for the Rest of the Year
Annual goals. We all have them; we often start them in January with the best intentions. But sometimes we don't finish them. If a few...
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Oct 19, 20234 min read
How to Create & Empower a Cross-Functional Team
Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and...
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Sep 19, 20233 min read
10 Steps for Developing Firm-Wide Metrics for Process Improvement
It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As...
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Sep 19, 20234 min read
How to Manage and Prioritize a Heavy Workload
Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...
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Aug 29, 20234 min read
Building Critical Thinkers in Your Firm
In every firm, there are at least two levels of thinkers. There's the strategic level – the people who see the big picture and where the...
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Aug 22, 20231 min read
E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
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 25, 20233 min read
Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
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Jul 24, 20232 min read
HubSync Unveils Gateway: Redefining Client Experience for Audit and Tax Professionals
HubSync Gateway provides an integrated and centralized dashboard that enhances client engagement and provides CPA firms of all sizes with...
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