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Articles, Blogs and More...
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Mar 1, 20223 min read
Top 4 Process Improvement Tips for 2022
Are you looking to improve your firm’s processes in 2022? After another difficult year and grueling busy seasons, you may be looking for...
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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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Nov 30, 20211 min read
E57 - Powerful Metrics to Track From a Client's Perspective
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 9, 20214 min read
5 Ways to tackle top business challenges in 2022
We live in a world with self-driving cars, ubiquitous access to mobile banking, and space tourism on the horizon, yet accounting...
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Oct 27, 20211 min read
Automating Document Generation Beyond Engagement Letters
by Randi Kranzler, amelio, by HKMP Technologies A recent trend in business process management involves generating, routing and automating...
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Oct 26, 20211 min read
E52 - The Future of Process Improvement
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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Oct 19, 20214 min read
5 Process Trends Impacting Your Firm Today
The decisions you make about your people, processes and technology don’t just impact your firm today. They determine your trajectory over...
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Sep 14, 20213 min read
CPA Firm Metrics from a Client's Perspective
One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
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Aug 17, 20211 min read
E42 - Your Process Improvement 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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Jul 13, 20211 min read
E37 - The Evolution of Client Experience
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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Jun 15, 20213 min read
3 Steps to Helping People Embrace Change
Navigating the dynamics of change can be a challenge for accounting firms. Employees may become anxious or resistant or even actively...
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Jun 8, 20211 min read
E32 - Shifting from Change Management to Change Leadership
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 13, 20215 min read
Creating a Framework for Improving Client Experience
Today, most firms are aware of the importance of client experience. They realize that client experience is one way to gain a competitive...
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May 4, 20211 min read
E27 - How Your Firm Should Be Leveraging RPA
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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Apr 16, 20214 min read
Building Better Solution Requirements: Why, Who and How
by Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...
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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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