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Feb 63 min read

The Evolving Role of Project Management in CPA Firms

The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...

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Jan 223 min read

Seeking Buy-In for Process Improvement? 100% Is Not the Goal

In our work with firms, we talk a lot about buy-in. Whether we’re implementing new software or improving processes, every firm wants its...

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Sep 19, 20233 min read

10 Steps for Developing Firm-Wide Metrics for Process Improvement

It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As...

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May 24, 20234 min read

5 Trends Fueling the Future of Process

Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can...

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May 4, 20233 min read

Including Your Solution Provider in Your Processes

What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products...

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Apr 3, 20233 min read

Does Your Firm Need a Project Manager? Yes!

The complexity and rate of change in the accounting profession today require firms to juggle multiple projects throughout the year:...

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Feb 7, 20234 min read

How to Continue Moving Forward in 2023

As we settle into a new year, now is the time to start thinking proactively about how to move your business forward. Change is constant,...

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Feb 7, 20234 min read

Don't Put Process Improvement on Hold During Tax Season!

We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the...

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Feb 7, 20231 min read

E117 - How to Ensure Your Process Changes Survive Tax Season

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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Jan 3, 20231 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...

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Nov 22, 20221 min read

E107 - New Roles Firms Are Creating to Increase Accountability & Performance

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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Nov 8, 20224 min read

4 Steps to Break Down Process Silos

Process silos are common in many accounting firms, leading to inefficiencies and communication breakdowns. To break down these process...

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Oct 21, 20223 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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Sep 6, 20221 min read

E96 - How to Live a Culture of Outcomes and Accountability

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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Aug 9, 20221 min read

E92 - Creating a One-Firm Approach Using Process Silos

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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Aug 2, 20221 min read

E91 - The Exponential Firm: Expanding Your Capacity and Capability

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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Jul 5, 20221 min read

E87 - How to Improve Processes within Your Firm

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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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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May 3, 20221 min read

E78 - How to Address Talent Constraints

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 22, 20221 min read

E72 - Better Serving Your Team in 2022

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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