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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...
Dec 4, 20243 min read
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Community Engagement in Everyday Life
Dr. Crispin Butteriss, founding director of one of the largest community engagement platforms in the world, defines community engagement...
Oct 1, 20242 min read
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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...
Sep 24, 20241 min read
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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...
Jun 6, 20243 min read
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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
May 21, 20243 min read
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Invest in Project Management Training for Your Team
Every firm leader wants to enhance their firm’s operational efficiency.
Apr 30, 20243 min read
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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...
Apr 4, 20244 min read
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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...
Mar 4, 20242 min read
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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...
Feb 6, 20243 min read
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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...
Jan 16, 20243 min read
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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...
Nov 28, 20233 min read
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Creating a Frictionless Environment in Your Firm
In an accounting firm, friction appears as fragmented client information, departmental silos, inefficient workflows, shadow IT, slow...
Nov 9, 20231 min read
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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...
Nov 7, 20234 min read
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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...
Oct 19, 20234 min read
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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...
Sep 19, 20233 min read
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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...
Sep 19, 20234 min read
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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...
Aug 29, 20234 min read
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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...
Aug 22, 20231 min read
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Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
Jul 25, 20233 min read
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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...
Jul 24, 20232 min read
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