Every organization is perfectly designed to produce the results it’s producing. If you want a different result – you must change something. The originator of this phrase is debatable. Its premise is not. The business case for change is that firms that continue to do things as they have always done at some point will…

Read More

Who are your favorite vendors and business partners? Are they the ones with the best professional pedigrees and impressive lists of degrees and designations? Or are they the ones you look forward to seeing, whom you trust implicitly and just plain enjoy talking to, and for whom you have some personal context like family situation,…

Read More

According to a recent article on Fast Company, 70% of today’s workforce is actively looking for another job or is open to hearing about a new job opportunity. Another study tells us that a recent college graduate will hold between 15 to 20 jobs in their career. That means they are going to change jobs every…

Read More

I recently had the honor of presenting on the topic of change management, with my friend and fellow industry consultant Guy Gage of Partners Coach, at the Accounting Today Growth and Profitability Summit.  For those who know me well and have been following my writing over the last seven years, I often like to combine…

Read More

There are two common misconceptions some people have regarding process improvement initiatives. First, one school of thought believes you can’t be more efficient without negatively impacting quality. This couldn’t be further from the truth. I’ve written substantially about this in the past and it’s a core topic we discuss in all of our client organizations…

Read More

Recently in working with a group of senior leaders in an accounting firm, one of the baby boomer white males said to me:  “I have learned in my journey of understanding regarding diversity in our profession that I was born on third base, yet all my life I have thought I hit a triple”. This…

Read More

I am writing this blog to firm leaders.  I don’t know how many times I have had Managing Partners or Executive Committee members share a story of a poor performing and/or poor behaving partner that they have let go.  Inevitably in the conversation, they will say, “We had all of these reasons why we couldn’t…

Read More

Boomer Consulting embarked on an adventure this year to move many of our technology platforms to cloud-based solutions that would work collaboratively together. It literally changed everything about how we work – from our processes to training on systems, and changing work habits for each of us. Let’s just say, it has been rough on…

Read More

Many firms we talk to struggle to determine the best business development approach. Does it make sense to hire full-time sales people? Can’t we expect our marketing director to make sales for us? How will we compensate a full-time sales person? Here are some ideas to keep in mind when embarking on the process of…

Read More

A key factor in successful transition of clients, as a partner moves toward retirement, is how dependent the client has become on the individual, rather than dependent upon the firm.  In most firms, retirement benefits for partners are dependent upon the number of clients that remain with the firm. So, it is important that you…

Read More