top of page

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


5 Ways to Hold Onto Top Talent
What would your firm be without its people? While they may not appear on any balance sheet, people are your firm’s greatest asset....
Apr 27, 20224 min read
0 comments


Packaging, Pricing & Naming Advisory Services
The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....
Apr 5, 20224 min read
0 comments


E74 - Creating a Long-Term Tech Strategy in a Hybrid 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...
Apr 5, 20221 min read
0 comments

E72 - Better Serving Your Team in 2022
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 22, 20221 min read
0 comments

E71 - How to Get Your Young Adult a 7-Year Career Head Start with Eagle U!
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 15, 20221 min read
0 comments

E70 - Identifying Your Ideal Client
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...
Mar 8, 20221 min read
0 comments

E68 - Empowering Your Firms Talent with Training and Learning Opportunities
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Feb 22, 20221 min read
0 comments

E67 - How to Put Process Back into Your 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...
Feb 15, 20221 min read
0 comments

E63 - Creating One Culture After a Mergers or Acquisition
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 18, 20221 min read
0 comments


Shifting the CPA Firm Structure
Two major forces impact firms today. First is the need to shift toward more advisory and consulting services. Second is the intensified...
Dec 15, 20214 min read
0 comments


How CPA Firms Can Capitalize on the Value of Microsoft’s Power Platform
by Kate Krupey, Director of CPA solutions, Netgain As CPA firms continue to wrestle with a tremendous talent shortage, IT leadership at...
Dec 14, 20216 min read
0 comments

E58 - Succession Does Not Mean Cloning
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Dec 7, 20211 min read
0 comments

E56 - How to Gain an Edge in the Marketplace
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 23, 20211 min read
0 comments


The Exponential Firm
An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...
Nov 16, 20213 min read
0 comments

E54 - Applications to Support Firm Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 9, 20211 min read
0 comments

E53 - Outsourcing Talent
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 2, 20211 min read
0 comments


5 Process Trends Impacting Your Firm Today
The decisions you make about your people, processes and technology don’t just impact your firm today. They determine your trajectory over...
Oct 19, 20214 min read
0 comments


5 Most Important Takeaways From COVID-19’s Impact on CPA Firm Operations
By: Christopher Stark, President & CEO, Cetrom While the switch from in-office work life to at-home work life was abrupt, most businesses...
Sep 29, 20215 min read
0 comments

E48 - The Great Resignation
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 28, 20211 min read
0 comments


Applications: Building Culture in Your Firm
The challenges of supporting location-independence, team collaboration, diversity and mental health are more crucial to a firm’s culture...
Sep 14, 20215 min read
0 comments
bottom of page