E199 - Trend Update: The Transformation Triangle
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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Jul 301 min read
E190 - Change Management
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Apr 303 min read
Invest in Project Management Training for Your Team
Every firm leader wants to enhance their firm’s operational efficiency.
Mar 261 min read
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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...
Nov 28, 20231 min read
E158 - The Evolution of Process Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Arianna...
Oct 19, 20234 min read
How to Create & Empower a Cross-Functional Team
Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and...
Sep 19, 20234 min read
How to Manage and Prioritize a Heavy Workload
Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...
Aug 9, 20233 min read
Supporting Engagement & Culture with Technology in a Hybrid Firm
How we work has changed dramatically in many firms over the last few years. While some professionals continue to work in a traditional...
Aug 1, 20231 min read
E141 - Get to Know Jacqueline Lombardo
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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...
Feb 7, 20234 min read
Increase Your Productivity with Task Batching
Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've...
Jan 5, 20234 min read
The Trusted Advisor’s Reading List
One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years...
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...
Oct 21, 20223 min read
Uncertainty-Leadership-Adaptability-Resources
Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...
Sep 27, 20221 min read
E99 - How to Leverage New Technology Tools with 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...
Aug 23, 20221 min read
E94 - The Benefits of Project Management in IT
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Apr 19, 20223 min read
Benefits of Project Management in IT
In some accounting firms, IT’s responsibilities include overseeing devices on people’s desks and in the server room. When it comes to...
Mar 8, 20225 min read
Overcoming Meeting Overload
Is your calendar full of video conferences and other meetings? You’re not alone. According to a survey of more than 500 knowledge workers...
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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