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Start elevating technology’s role from IT support to strategic leadership to drive firm-wide growth and innovation.

Pricing is an overlooked profitability lever. Value-based pricing and removing partner discretion can transform your business model and margins.

Aligning data with process is crucial for CPA firms interested in automation and accurate reporting. Learn how to structure data for smarter decisions.

Discover why modernizing IT infrastructure is essential in accounting and get steps to boost scalability and improve security and operational efficiency.

Empower your team with process-driven professional development. Learn how structured meetings and check-ins support accountability.

Building a culture of trust, growth, and recognition is key to employee retention. Invest in your team to drive long-term success.

Nominate a student for an Eagle U scholarship. It’s a life-changing leadership program that provides career and academic success strategies.

Build a strategic process to integrate new hires into your firm's culture, vision, and team for lasting success.

Technology drives process change, but true efficiency comes from aligning IT, process redesign, and firm-wide adoption strategies.

Seamless client experiences need cross-department collaboration, clear roles, and the right tools to enhance communication and consistency.

Prevent burnout and improve employee retention with process optimization.

Learn how to shift from compliance to strategic financial leadership, leveraging forecasting tools, automation, and real-time insights.

Build a strategic process to integrate new hires into your firm's culture, vision, and team for lasting success.

What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or...

Discover how a bold career change and the DOS process—Dangers, Opportunities, and Strengths—can guide strategic planning for growth.

Discover how accounting firms can transform their business models with advisory services, technology, and private equity-driven strategies.

Master operations leadership in CPA firms: embrace tech, foster culture, invest in growth, and drive collaboration for lasting success.

Discover essential marketing and business development strategies to help accounting firms attract clients, foster loyalty, and drive growth.

Discover innovative recruitment and retention strategies for accounting firms, from flexible work to leadership programs and more.

“To live a creative life, we must lose our fear of being wrong.” – Joseph Pierce If you’re a rising star in your firm, you’ve most likely...

Three skills that require zero talent and can help you become more valuable in your career.

During a recent webinar, Intapp had the privilege of hosting Lance Fisher, CIO of AAB. Lance shared valuable insights into how firms can...

The following was originally published in AIT's Portrait .   Accountancy firms realise the importance of technology in helping them...

Communication is integral for any accounting firm, no matter the size. Without clear internal and external communication, chaos is bound...

Pop quiz:  What do BackRub, Blue Ribbon Sports and AuctionWeb have in common? Hint:  You probably know these companies better by their...

Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t

Explore our Client Accounting and Advisory Services (CAAS) to gain strategic financial insights, streamline operations, and achieve growth.

Build a sales-minded culture where all team members spot growth opportunities, build trust, and connect clients to your firm's services.

Benchmarking helps firms assess key metrics, compare performance, and leverage peer insights to drive growth and strategic improvements.

Many years ago, when I was at the beginning of my career as a Network Engineer, I was asked to participate in a call with the entire IT...

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...

Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.

CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.

Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.

Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.

Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.

The word change pops up in nearly every article we read, conference we attend, internal planning meeting we hold, or client conversation...

CPA firm leaders must continue taking an equity-minded approach to talent management to drive profits, innovation, attraction and retention.

CAAS departments experience lower burnout rates. Accounting firms can improve talent retention by spreading their work out evenly.

Build a growth team in your CPA firm by integrating sales, marketing, client experience, and employee experience to drive growth.

Enhance L&D by adapting to adult learning styles—boost retention, reduce turnover, and build engaged, high-performing teams.

Dr. Crispin Butteriss, founding director of one of the largest community engagement platforms in the world, defines community engagement...

When firms plan to make significant changes, such as implementing new software or improving an existing process, leaders often have...

Connecting employee and client experience drives growth and loyalty.

Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.

Understand the difference between processes vs tasks to streamline workflows and improve productivity. Here's why it matters.

Creating an effective communication process for your CPA firm involves selecting the right platforms and establishing clear guidelines.

During visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...

Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...

Keeping up with rapid changes can be challenging, especially if you look only within your firm for new ideas.