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Nov 9, 20231 min read
Creating a Frictionless Environment in Your Firm
In an accounting firm, friction appears as fragmented client information, departmental silos, inefficient workflows, shadow IT, slow...
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Oct 3, 20231 min read
E150 - Growing your Firm’s Advisory Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
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Aug 8, 20231 min read
NEW RELEASE - Creating a Frictionless Environment in Your Firm
As a leader in your firm, you understand the importance of investing in growth. Whether you’re a small boutique firm or a larger,...
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Aug 8, 20231 min read
E142 - How Becoming a Thought Leader Can Benefit Your Firm
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...
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Jul 17, 20233 min read
5 Practical Steps to Protect Your Firm from Cyberattacks
It’s a fact: this year your firm will be in more danger of falling victim to cybercrime than it was last year. And although the topic can...
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Jun 13, 20233 min read
The Benefits of Employee Resource Groups
In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do...
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May 30, 20231 min read
E132 - The Importance of a Vision & Strategic Plan
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
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Apr 13, 20233 min read
What Drives Your Technology Decisions?
Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools...
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Feb 28, 20234 min read
A Positive Take on Employee Turnover
It's a difficult reality in any profession, but especially for CPA firms: employees eventually leave. It can be disruptive, have...
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Nov 17, 20223 min read
4 Ways to Market Your Firm on a Small Budget
During tough times, one of the first things many firms do is trim their marketing budget. While marketing is undoubtedly an easier place...
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Nov 2, 20223 min read
Building a Better Future for Your Firm
Look back at the past few years. What has changed? Of course, we can all point to many personal and professional changes. The real...
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Oct 25, 20221 min read
E103 - Why Learning Skills and Career Pathways is Important in Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, the...
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