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Apr 4, 20231 min read

E125 - How to Build a Cross Functional Team

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

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Jan 11, 20221 min read

E62 - Process in Your CAS Services is Key to Efficiency & Consistency

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

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Mar 30, 20211 min read

E22 - The 4 Essentials of a Successful Process Improvement Project

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

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Mar 17, 20214 min read

6 Steps for Creating the Capacity to Offer More Value

One of the challenges firms face in their transformation from a compliance-focused firm to an advisory and consulting firm is capacity....

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Jan 12, 20214 min read

4 Lessons Learned from a Lean Billing Project

by Jenna Bloomfield, Financial Operations One of the most crucial processes for any successful business is billing. After all, if you...

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