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 ...
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
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 ...
Firm Management
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.
Contributors
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 & Audit
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 ...
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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.
Firm Management
5 Process Trends Impacting Your Firm
Technology continues to be the accelerator in the transformation of the accounting profession. To implement new technology and leverage existing technology, your processes need to be optimized and improved.
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Firm Management
5 Ways to Maintain a Positive Attitude for Change
It’s unfortunately all too common: a firm is anticipating change and knows they’ll face resistance from certain people, recognizes the challenges they’ll face and automatically assumes they’re going to fail.
Advisory
4 Steps to Ensure a Return on Your Technology Investment
Accounting firms today have unprecedented levels of opportunities. Tax reform is driving demand for tax planning services, and advisory fees are outpacing traditional compliance work in larger firms. Many firms recognize that implementing the latest ...
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Contributors
4 Strategies for Overcoming Change Fatigue
With all of the transformation efforts going on these days, firms seem to be in the middle of one continual change initiative. Your team members are understandably fatigued for several reasons.
Firm Management
Optimization vs. Transformation
Bringing in technology to optimize what your firm already does will not somehow transform your business model. So let’s take a look at the differences between optimization and transformation.
Accounting & Audit
Avoid the Efficiency Trap
Transformation is a favorite topic of conversation at accounting industry conferences and in CPA communities. At this point, firms know why they need to make changes. The challenge isn’t convincing them they need to automate compliance work, modernize ...
Accounting & Audit
Technical Advisor to Consultant: Making the Transition Internally
Discussions on the future of the accounting profession place a lot of emphasis on the transition from technical advisor to consultant for client-facing roles. Have you considered how your internal roles can make the same transition?
Firm Management
The Best Technology Enhancement
Firm Management
3 Essentials for Business Transformation
Improving technology and processes allows you to do more with fewer people. As technology advances and we implement better processes, the amount of time your people spend on certain tasks may be reduced, but each human interaction becomes even more ...
Firm Management
Transferring Wisdom for Continued Success in Your Firm
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
Advisory
Discipline is the Game Changer
Transformation happens one step at a time. One decision at a time. Repeated steps in the right direction lead to new destinations instead of down the same old paths. But we must keep in mind that the road to change or transformation is uphill.
Advisory
Be Relentless in the Pursuit of Change
Has your firm started the transformation to advisory services? If not, in the not so distant future you will be too behind to catch up. That sounds harsh, but it’s better to face the reality that soon the gap will be so wide that your options for ...
Firm Management
Phases of Change
Change evokes many emotions: fear, curiosity, exhaustion, loyalty, paranoia, optimism, rage, and revelation, to name a few. Unfortunately, management often overlooks or underestimates the emotional impact of changes such as mergers, process ...
Firm Management
Elevating Roles in the Face of Automation
It is nearly impossible to exist in our profession without hearing about artificial intelligence (AI), automation, and job loss. You may already see it in your firm when software assembles and delivers tax returns or a trial balance is imported into ...
Firm Management
Equip Your People to Optimize Processes
Many firms have discovered that there is tremendous opportunity in creating optimal processes. Optimal processes are ones which are defined by consistency, efficiency, a high level of quality and profitability.
Firm Management
The Human Element of Change
Process improvement requires a change of routines and habits that have been formed over time. While it is important to appeal to logic, feelings and emotions ultimately influence the decision to comply or resist. However, we often overlook or ...
Firm Management
The Path to Process Improvement
Lean Six Sigma is a proven method for systematically eliminating actions that do not add value. While the methodology originated in manufacturing, the core concepts are successfully applied in accounting firms as well. Firms that complete Lean Six ...