Technology + Process = Rocket Fuel for Your Firm
The rate of change in the accounting profession is greater than ever, and there are no signs of slowing down. Integrating technology with st
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Jan 301 min read
E166 - Automated Reporting Using PowerBI
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...
Dec 12, 20231 min read
E160 - The Evolution of Technology Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Marc...
Nov 9, 20231 min read
Creating a Frictionless Environment in Your Firm
In an accounting firm, friction appears as fragmented client information, departmental silos, inefficient workflows, shadow IT, slow...
Oct 31, 20233 min read
Avii Workspace Solves Automated Engagement Letters for Accounting Firms
Are you tired of the time-consuming and cumbersome process of managing engagement letters in your accounting firm? With Avii Workspace™,...
Sep 21, 20235 min read
Streamlining Your Workday: Tools and Processes to Help Busy Professionals Take Control
Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're...
Sep 19, 20232 min read
PracticePro 365™ Announces Engagement Letter Automation for Practice Management
FOR IMMEDIATE RELEASE 561-798-9988 info@practicepro365.com PracticePro 365™ Announces Engagement Letter Automation for Practice...
Aug 29, 20234 min read
Surviving the Skills Shortage in the U.S.: A Guide to Thriving
The skills shortage is a critical issue facing businesses worldwide, and those that fail to address it may struggle to achieve their...
Aug 29, 20235 min read
Executing a Successful Automation Strategy by Unifying BPM and RPA
In today's dynamic business environment, organizations are constantly seeking ways to optimize their operations, improve efficiency, and...
Aug 1, 20231 min read
Preparing Your CPA Firm for the Future With Automation and Integration
Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...
Jul 25, 20233 min read
Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
Jul 25, 20231 min read
E140 - Leveraging AI Disruption: Five Game-Changing Advantage for Results Leaders in 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...
Jun 13, 20234 min read
Outsourcing for a Department of One
If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities....
May 31, 20231 min read
NEW RELEASE - Preparing Your CPA Firm for the Future With Automation and Integration
Are you ready to take your CPA firm into the future? As a firm leader, you’re likely feeling pain on several fronts, from talent...
May 23, 20234 min read
Add Sales Tax Compliance Referrals to Your Practice’s Revenue Strategy
If there’s one thing that’s constant, it’s change. That’s certainly true when it comes to taxes. Rates, rules, treaties, and industry...
Mar 21, 20233 min read
The Path to Automation
As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to...
Feb 21, 20234 min read
5 Things to Consider if you are Frustrated with your Current Accounting Software
Now that your firm is in the middle of tax season, you know what’s working and what’s not working with your accounting software. How does...
Feb 7, 20235 min read
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jan 31, 20233 min read
Elevating the Admin Role in Your Firm
For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...
Jan 23, 20234 min read
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
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