Delivering Better Client Service through Lean Six Sigma

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…

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You ARE Better Off Without Them!

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…

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During Change – Seek First to Understand

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…

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Developing a Culture of Growth in Your Firm

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…

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Reluctant Leadership?

Partners often tell me that one of their number one succession concerns is who will ascend to partner.  The perception is that “there is no one interested in becoming a partner these days.”  Yet, when I talk to managers and senior managers (and even staff!), they are interested, but they don’t really know what means…

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Flexibility- Not Just About Part Time Work Schedules

Flexibility??  …Been there done that?  Or that won’t work here…our customers and clients are too demanding?  Do these comments sound familiar?  Read on to learn how flexibility may not be what you think. Building flexibility into a work culture impacts so much more than your employee’s intention to stay and contribute their very best to the organization.  While…

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Can You Feel The Power Shift?

78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off.  But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and…

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A conversation with Managing Partners

I recently facilitated a panel discussion with three managing partners. The topic of discussion was around developing future leaders. They also shared best practices around creating a culture focused on creating value for clients, and not just what we ordinarily think of as value. True value and deep relationships that come from a focus on…

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Seek A Higher Level Of Engaged Employee For Your CPA Firm

You have read a lot about it. I have written a lot about it. Hopefully, you are working on it. I am referring to developing and retaining engaged employees. Per the Gallup organization, there are three types of employees: ENGAGED employees work with passion and feel a profound connection to their company. They drive innovation and move the…

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Debrief Tax Season with these Five Questions

The Dust has Settled.  April 15th is over a month behind you.  Your people have probably had a chance to take at least a short breather before getting back into the swing of things. While this past busy season is still fresh in everyone’s mind, now is a great time to debrief and figure out…

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