E205 - Get to Know Derek Olsen
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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Boomer Consulting, Inc.
Nov 191 min read
E204 - Get to Know Chris Rochford
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...
Jon Hubbard, Shareholder
Nov 183 min read
The Rise of Growth Leaders: Shaping the Future of Accounting Firms
Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t
Heather Robinson
Nov 184 min read
7 Strategies to Market Your Client Accounting and Advisory Services
Explore our Client Accounting and Advisory Services (CAAS) to gain strategic financial insights, streamline operations, and achieve growth.
Hailey Hilbert
Nov 183 min read
How to Build a Sales-Minded Culture
Build a sales-minded culture where all team members spot growth opportunities, build trust, and connect clients to your firm's services.
Derek Olsen
Nov 184 min read
Benchmarking Your Firm’s Metrics: How to Leverage Insights for Growth
Benchmarking helps firms assess key metrics, compare performance, and leverage peer insights to drive growth and strategic improvements.
Guest Author
Nov 133 min read
Entigrity merges with MYCPE and rebrands as MYCPE ONE: A Comprehensive Hub for CPA & Accounting Firms
A strategic move towards creating an ecosystem for the accounting industry offering a unified suite of services - Staffing, CPE, Learning...
Boomer Consulting, Inc.
Nov 121 min read
E203 - Get to Know Hailey Hilbert
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...
Boomer Consulting, Inc.
Nov 51 min read
E202 - All Things the Boomer Knowledge Network
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...
Marc T Staut, Shareholder
Oct 284 min read
Prioritizing Technology Initiatives
Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.
Amanda Wilkie
Oct 284 min read
Incorporating Artificial Intelligence into Continuous Improvement
CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.
Chris Rochford
Oct 284 min read
Taking a Long-Term View of Your Technology Budget
Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.
Erin Shively
Oct 284 min read
How to Evaluate Technology Needs vs. Wants
Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.
Guest Author
Oct 282 min read
AI in Tax and Accounting: What It Actually Does and Why You Should Use It
Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.
Sandra Wiley, Shareholder
Oct 74 min read
Continue Taking an Equity-Minded Approach to Talent
CPA firm leaders must continue taking an equity-minded approach to talent management to drive profits, innovation, attraction and retention.
Deanna Perkins
Oct 74 min read
The Key to Reducing Burnout? Spreading Out the Workload
CAAS departments experience lower burnout rates. Accounting firms can improve talent retention by spreading their work out evenly.
Heather Robinson
Oct 74 min read
How to Build a Growth Team in Your CPA Firm
Build a growth team in your CPA firm by integrating sales, marketing, client experience, and employee experience to drive growth.
Leda Sedlock
Oct 74 min read
Soft Skills for Learning & Development
Enhance L&D by adapting to adult learning styles—boost retention, reduce turnover, and build engaged, high-performing teams.
Boomer Consulting, Inc.
Sep 241 min read
E197 - Leaders Need to Lead
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...
Boomer Consulting, Inc.
Sep 171 min read
E196 - Patching the Gaps: Strengthening Security in the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Arianna Campbell, Shareholder
Sep 165 min read
Connecting Employee and Client Experience
Connecting employee and client experience drives growth and loyalty.
Amelia Brewster
Sep 163 min read
Proactive Processes for Client Filtering
Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.
Hailey Hilbert
Sep 164 min read
Processes vs. Tasks: A Clear Definition to Support Continuous Improvement
Understand the difference between processes vs tasks to streamline workflows and improve productivity. Here's why it matters.
Parker Bohon
Sep 164 min read
Creating an Effective Communication Process
Creating an effective communication process for your CPA firm involves selecting the right platforms and establishing clear guidelines.
Boomer Consulting, Inc.
Sep 101 min read
E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Heather Robinson
Sep 33 min read
Insights and Epiphanies from the 1st Annual Boomer Circle Summit
Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...
Boomer Consulting, Inc.
Sep 31 min read
E194 - Securing the Future: Privacy, Passkeys, and Passwords
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Jim Boomer, Shareholder
Aug 263 min read
The Power of Trusted Relationships in a Peer Network
Keeping up with rapid changes can be challenging, especially if you look only within your firm for new ideas.
Erin McCormick
Aug 264 min read
The Power of Introverted Leaders
When most people think about what makes a great leader, they think about extroverted qualities like charisma, assertiveness and an...
Jacqueline Lombardo
Aug 263 min read
How Leaders Can Foster a Culture of Continuous Improvement
Every firm that invests in technology and processes wants to keep the momentum going with continuous improvement. But that can only...
Derek Olsen
Aug 263 min read
Securing a Seat at the Table
Learn how to secure a seat at the table, regardless of your role, by leveraging peer networks to enhance your influence and drive change.
Guest Author
Aug 264 min read
Practice management: A necessity for enhanced client experience
Accounting practice management is the art of running a successful firm using the right strategies, tools, and processes.
Jon Hubbard, Shareholder
Aug 212 min read
The Power of a Positive Mindset
Years ago, I read Jon Gordon's book The Positive Dog: A Story About the Power of Positivity. The book tells the story of two dogs that...
Boomer Consulting, Inc.
Aug 194 min read
Ten Honored as Visionaries at Boomer Circle™ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™
Heather Robinson
Aug 83 min read
5 Reasons You Need a Mobile-Friendly Website
Is your firm’s website mobile-friendly? If you’re not sure, take a moment now to pull it up on your smartphone or tablet.
Guest Author
Jul 293 min read
Where does your firm fall on The Modern Firm ® Maturity Continuum?
Rightworks has been delivering purpose-built solutions for accounting professionals and their connected clients.
Heather Robinson
Jul 294 min read
From Leads to Loyalty: Transforming Prospects Into Long-Term Clients
Transform prospects into clients for your firm by nurturing leads and delivering exceptional client experiences to foster long-term loyalty.
L. Gary Boomer, Shareholder
Jul 295 min read
Which Lever(s) Do I Pull? A Guide for Driving Growth
Discover the five key levers managing partners can pull to drive growth.
Deanna Perkins
Jul 293 min read
Sales Training for the Non-Salesy Accountant
The essence of sales isn’t about hard selling; it’s about communication and problem-solving.
Amelia Brewster
Jul 293 min read
Leveraging Technology to Streamline Marketing for Your Firm
Leverage technology to streamline content creation and marketing, creating efficient, professional and high-quality videos for members.
Jon Hubbard, Shareholder
Jul 283 min read
The Connection Between Client Experience and Employee Experience
Improving the client experience and employee experience drives growth. Learn strategies to evolve your business model for better talent rete
Marc T Staut, Shareholder
Jul 113 min read
Embracing AI: A How-To Guide for Firm Leaders
Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.
Amanda Wilkie
Jul 113 min read
Operational Management of Technology: Bridging the Gap Between Implementation and Ownership
Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent
Chris Rochford
Jul 113 min read
Improve your Technology Budgeting with Quarterly Forecasting
Enhance your tech budget with quarterly forecasts. Stay flexible, adapt to new opportunities, and keep pace with rapid technological changes
Erin Shively
Jul 113 min read
Crafting AI Guidelines for CPA Firms: A Thought Leadership Approach
Artificial intelligence (AI) is one of this century's most exciting new technologies, and its use has spread like wildfire since ChatGPT was
Boomer Consulting, Inc.
Jul 113 min read
Two thirds of US organizations say audit processes hinder their growth
Traditional audits are holding back organizations across the US from achieving their growth potential, with accountancy firms cautious to...
Boomer Consulting, Inc.
Jul 21 min read
E187 - Strategies for Smooth Relationship Transitions
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...
Boomer Consulting, Inc.
Jun 251 min read
E186 - Top 5 Priorities for HR Leaders
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...
Boomer Consulting, Inc.
Jun 181 min read
E185 - Shifting Gears: Transforming Infrastructure for Growth
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...
Sandra Wiley, Shareholder
Jun 115 min read
4 Big Trends Driving Change in Learning & Development in 2024
Learning and development are the cornerstone of a thriving firm culture. If that seems a bit hyperbolic, consider this: LinkedIn...
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