Jun 63 min readStreamlining 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...
Feb 63 min readRevolutionizing Learning and Development: Harnessing AI and Avatars for Upskilling The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to...
Jan 3, 20231 min readE112 - The Biggest Shift in Process: A Look Back at 2022 & Looking Ahead to 2023Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Oct 21, 20223 min readThe 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...
