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Jun 6, 2024
3 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...
Feb 6, 2024
3 min read
Revolutionizing 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, 2023
1 min read
E112 - The Biggest Shift in Process: A Look Back at 2022 & Looking Ahead to 2023
Welcome 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, 2022
3 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...
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