top of page

Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.


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...
Feb 6, 20243 min read
0 comments


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...
Jan 22, 20243 min read
0 comments


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...
Sep 19, 20233 min read
0 comments


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...
May 24, 20234 min read
0 comments


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...
May 4, 20233 min read
0 comments


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:...
Apr 3, 20233 min read
0 comments


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,...
Feb 7, 20234 min read
0 comments


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...
Feb 7, 20234 min read
0 comments

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...
Feb 7, 20231 min read
0 comments

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...
Jan 3, 20231 min read
0 comments

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...
Nov 22, 20221 min read
0 comments


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...
Nov 8, 20224 min read
0 comments


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...
Oct 21, 20223 min read
0 comments

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...
Sep 6, 20221 min read
0 comments

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...
Aug 9, 20221 min read
0 comments

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...
Aug 2, 20221 min read
0 comments

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...
Jul 5, 20221 min read
0 comments


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...
May 10, 20225 min read
0 comments

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...
May 3, 20221 min read
0 comments

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...
Mar 22, 20221 min read
0 comments
bottom of page