Firm Management
5 Process Improvement Trends for 2024
We’ve identified five trends for process improvement that leaders in the accounting profession should be aware of to ensure their firms remain at the forefront.
Arianna Campbell
As a director for Boomer Consulting, Inc., Arianna Campbell helps accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. She also facilitates the development and cultivation of future firm leaders in The P3 Leadership Academy™. Internally, she blends concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within the company. Arianna also enjoys the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences.
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Firm Management
Building Your Internal Advisory Team
Let's explore what it takes to build a successful internal advisory team: from finding your why to identifying the roles ripe for becoming internal advisors.
Firm Management
Attributes of a Transformative Leader
If you want to become a transformative leader, start by focusing on your ability to listen and learn from others. Foster an open environment where people feel safe to share ideas ...
Firm Management
Process Issues with a People Impact
Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...
Benefits
Don't Let Excellence Get in the Way of Progress
If you've mastered all the components of your role, your workday runs like a tight ship, with every piece moving in clockwork fashion. If that feels like a win, you're measuring excellence on a distorted scale.
Advisory
4 Essentials of Process Improvement
Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...
Advisory
Busy Season: Putting Out Fires or Lighting a Fire for Your Firm?
Make business development part of the client management team approach. Start by identifying existing staff members with solid sales skills and training them on business development. If someone on your team identifies a client's needs but doesn't have ...
Benefits
Digital Transformation Beats Paperless Processes
When firms were forced to work remotely in March of this year, the pandemic exposed the places where “paperless” processes were just “less paper.” Many firms were still sending employees into the office to open mail, scan documents, send invoices and ...
Firm Management
The Continuous Improvement Approach to Leading Change
The accounting world is changing dramatically - so much so that change has become “business as usual” in many firms, and the success of the business depends on how firm leaders manage and execute that change.
Firm Management
5 Ways Inconsistency Is Costing Your Firm
Many firms are looking for new ways to leverage technology to save time, scale their services and increase profitability. However, when those firms operate daily with processes that are disorganized, lack consistency and are ineffective, even the very ..
Accounting
6 Process Improvement Considerations for CPA Firms
The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...
Payroll
9 Types of Flexible Work Arrangements
Once you’ve decided to offer flexible work options for your staff, what’s next? Flexible work arrangements are not a one-size-fits-all solution. In fact, there are nine types of flexible work arrangements.