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Jun 11, 20243 min read
Advantages of Outsourcing Benefits Administration
It’s a common issue for smaller firms unable to outsource all employee benefits administration (or hire a full-time employee to handle...
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Jun 6, 20243 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...
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Apr 30, 20243 min read
Invest in Project Management Training for Your Team
Every firm leader wants to enhance their firm’s operational efficiency.
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Jan 16, 20243 min read
Supporting Employees Through Personal Challenges: A Guide for Leaders
Employees often face personal challenges that can impact their professional lives. As a leader, no matter how adept you are at handling...
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Dec 7, 20235 min read
Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...
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Oct 11, 20233 min read
Learning from other operations professionals to support firm growth and accelerate success
Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...
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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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May 2, 20236 min read
Supporting Employees Through Grief
Many team members and coworkers feel uncertain about how to respond when a coworker is dealing with loss and grief. I recently lost my...
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Apr 11, 20234 min read
5 Steps to Creating a Marketing Plan from Scratch
Are you creating a marketing plan from scratch? You don't need to feel overwhelmed or frustrated—everyone has had to start somewhere....
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May 10, 20225 min read
5 Process Trends for 2022
Each year, the consultants at Boomer Consulting get together to discuss our forecasts for the coming year in five areas critical to a...
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Sep 29, 20215 min read
5 Most Important Takeaways From COVID-19’s Impact on CPA Firm Operations
By: Christopher Stark, President & CEO, Cetrom While the switch from in-office work life to at-home work life was abrupt, most businesses...
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Sep 14, 20211 min read
E46 - Why Operational Leaders Should Be Part of Your Firm's Leadership Team
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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