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Sep 241 min read

E197 - Leaders Need to Lead

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 113 min read

Embracing AI: A How-To Guide for Firm Leaders

Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.

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May 141 min read

E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next

On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jess Camp bout transitioning from one Managing Partner to the next.

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Jan 163 min read

Shifting Mindsets: From Client Filtering to Revenue Replacement

In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...

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Aug 23, 20233 min read

Personal growth and firmwide gains stem from building peer relationships

Michelle Crow, CEO and Owner of Varney & Associates, may have been destined for a career in accounting. When touring colleges and trying...

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Jul 11, 20233 min read

Systems Thinking: The Key to Successful Technology Decisions in CPA Firms

Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...

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May 22, 20233 min read

Improve Partner Meetings, Improve Performance

Practically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...

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May 2, 20235 min read

The Connection Economy: What It Is and How to Build Your Business to Thrive Within It

My mindset and thought process to write this article primarily come from three books I've read this year: The Icarus Deception and This...

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Nov 8, 20223 min read

3 Questions to Better Support Your Team and Your Clients

As a leader in your firm, getting to know the people who work for you and the clients you serve is essential. By asking questions and...

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Apr 19, 20222 min read

Benefits of Sharing Metrics with Peers

Recently, members of our Boomer Technology Circles and Boomer Managing Partner Circle received an invitation to participate in our annual...

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