Articles, Blogs and More...

Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

Feb 63 min read

The Secret to Enforcing Consistent Processes

A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid...

0 comments

Feb 7, 20231 min read

E117 - How to Ensure Your Process Changes Survive Tax Season

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

0 comments

Nov 8, 20221 min read

E105 - Why Your Firm Should Launch a Podcast: Lessons Learned from 100 Episodes

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

0 comments

Oct 21, 20223 min read

The Next Level of Process Improvement

Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the...

0 comments