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Empowering Teams Through Process-Driven Professional Development
Empower your team with process-driven professional development. Learn how structured meetings and check-ins support accountability.
Parker Bohon
Mar 103 min read


6 Ways to Build a Culture That Drives Employee Growth and Retention
Building a culture of trust, growth, and recognition is key to employee retention. Invest in your team to drive long-term success.
Heather Robinson
Mar 104 min read

Nominate a Student for an Eagle U Scholarship
Nominate a student for an Eagle U scholarship. It’s a life-changing leadership program that provides career and academic success strategies.
Kylie Pruser
Mar 102 min read


Develop Effective Communication Skills in Your TeamÂ
Build a strategic process to integrate new hires into your firm's culture, vision, and team for lasting success.
Sandra Wiley, Shareholder
Mar 104 min read


How Technology Influences Process Redesign Initiatives
Technology drives process change, but true efficiency comes from aligning IT, process redesign, and firm-wide adoption strategies.
Amanda Wilkie
Feb 103 min read


Driving Client Experience Excellence Through Cross-Department Collaboration
Seamless client experiences need cross-department collaboration, clear roles, and the right tools to enhance communication and consistency.
Heather Robinson
Feb 104 min read


Prevent Burnout and Improve Employee Retention with Process Optimization
Prevent burnout and improve employee retention with process optimization.
Jacqueline Lombardo
Feb 103 min read


How to Think Like a CFO
Learn how to shift from compliance to strategic financial leadership, leveraging forecasting tools, automation, and real-time insights.
Jenna Blackwood
Feb 103 min read


Great Leaders are Replaceable
What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or...
Jim Boomer, Shareholder
Jan 213 min read


The Evolution of the Business Model in Accounting Firms
Discover how accounting firms can transform their business models with advisory services, technology, and private equity-driven strategies.
Jim Boomer, Shareholder
Jan 134 min read


Best Practices for Success in Operations Leadership
Master operations leadership in CPA firms: embrace tech, foster culture, invest in growth, and drive collaboration for lasting success.
Erin McCormick
Jan 134 min read


Unlocking Growth: Essential Marketing and Business Development Strategies for Accounting Firms
Discover essential marketing and business development strategies to help accounting firms attract clients, foster loyalty, and drive growth.
Deanna Perkins
Jan 134 min read


Innovative Strategies for Recruitment and Retention
Discover innovative recruitment and retention strategies for accounting firms, from flexible work to leadership programs and more.
Kylie Pruser
Jan 133 min read


3 Skills That Require Zero Talent
Three skills that require zero talent and can help you become more valuable in your career.
Heather Robinson
Dec 19, 20244 min read

E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
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.
Dec 17, 20241 min read

E206 - Get to Know Leda Sedlock
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.
Dec 10, 20241 min read

Accountants need a modern document management system
The following was originally published in AIT's Portrait . Â Accountancy firms realise the importance of technology in helping them...
Guest Author
Dec 5, 20244 min read


Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market
October 15, 2024 The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance...
Guest Author
Dec 4, 20244 min read

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...
Boomer Consulting, Inc.
Dec 3, 20241 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...
Boomer Consulting, Inc.
Nov 19, 20241 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
Jon Hubbard, Shareholder
Nov 18, 20243 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.
Heather Robinson
Nov 18, 20244 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.
Hailey Hilbert
Nov 18, 20243 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.
Derek Olsen
Nov 18, 20244 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...
Guest Author
Nov 13, 20243 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 12, 20241 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...
Boomer Consulting, Inc.
Nov 5, 20241 min read


Prioritizing Technology Initiatives
Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.
Marc T Staut, Shareholder
Oct 28, 20244 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.
Amanda Wilkie
Oct 28, 20244 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.
Chris Rochford
Oct 28, 20244 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.
Erin Shively
Oct 28, 20244 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.
Guest Author
Oct 28, 20242 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.
Sandra Wiley, Shareholder
Oct 7, 20244 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.
Deanna Perkins
Oct 7, 20244 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.
Heather Robinson
Oct 7, 20244 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.
Oct 7, 20244 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 24, 20241 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...
Boomer Consulting, Inc.
Sep 17, 20241 min read


Connecting Employee and Client Experience
Connecting employee and client experience drives growth and loyalty.
Arianna Campbell, Shareholder
Sep 16, 20245 min read


Proactive Processes for Client Filtering
Discover how proactive client filtering can streamline operations, align with ideal clients, and boost efficiency and relationships.
Amelia Brewster
Sep 16, 20243 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.
Hailey Hilbert
Sep 16, 20244 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.
Parker Bohon
Sep 16, 20244 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...
Boomer Consulting, Inc.
Sep 10, 20241 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...
Heather Robinson
Sep 3, 20243 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...
Boomer Consulting, Inc.
Sep 3, 20241 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.
Jim Boomer, Shareholder
Aug 26, 20243 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...
Erin McCormick
Aug 26, 20244 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...
Jacqueline Lombardo
Aug 26, 20243 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.
Derek Olsen
Aug 26, 20243 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.
Guest Author
Aug 26, 20244 min read
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