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Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...

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

As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...

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,...

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...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...

Are you looking to set your firm apart from the competition and attract (and retain) more clients? Getting client onboarding right is one...

Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

The holiday season can be a challenging time for accountants and other professionals who work in CPA firms. You may be planning for busy...

If you're like most CPA firm leaders, you value client referrals. After all, according to Annex Cloud, referral marketing generates...

The solutions you use are an extension of your firm. While you can always focus on improving a single area of your business, taking a...

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

Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the...

Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...