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Aug 271 min read

E193 - Navigating the Struggles between Outsourcing Strategy

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...

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Aug 131 min read

E192 - The Evolution of HR Roles in M&A for Organizational Growth

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...

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Jul 121 min read

How Much is Complexity Costing Your Firm?

Technology is central to a CPA firm and how it delivers service to its clients. While that’s true for many businesses, the accounting...

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May 215 min read

Change Isn’t Enough

Embracing change isn’t enough in today’s disruptive environment. To change means to continue doing the same thing but introducing some...

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Mar 42 min read

Netgain and Thomson Consulting Partner to Accelerate Transformation of CPA/Accounting Firms

From Strategy to Technology, Strategic Alliance Brings Together Critical Building Blocks to Enable a Modern Technology Proficient...

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Feb 63 min read

The Evolving Role of Project Management in CPA Firms

The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...

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Nov 6, 20233 min read

Blending accounting and technology: The journey to CIO

Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...

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Oct 10, 20233 min read

Preparing Tomorrow's Leaders: Fast-Tracking Talent to Partnership

For today's firm leaders, one of the most pressing challenges isn't just attracting talent, but also holding on to them and preparing...

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Oct 10, 20235 min read

How to Start a Learning & Development Department in Your Firm

Not long ago, creating a dedicated learning and development role in a CPA firm was unheard of. Most firms simply put someone in charge of...

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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...

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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...

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May 9, 20231 min read

PART 2: E129 - How to Develop a People First Culture

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...

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May 2, 20231 min read

PART 1: E129 - How to Develop a People First Culture

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...

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Apr 13, 20233 min read

What Drives Your Technology Decisions?

Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools...

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Feb 8, 20232 min read

QuickFee Connect Integrates with Wolters Kluwer CCH Axcess™ Practice

February 8, 2023 — To help accounting firms make the switch from traditional invoicing methods to simple e-invoicing, QuickFee (ASX:...

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Jan 3, 20233 min read

Thomson Reuters Corporation Signs Definitive Agreement to Acquire SurePrep, LLC

TORONTO, November 11, 2022 — Thomson Reuters Corporation (“Thomson Reuters”) (NYSE / TSX: TRI) announced today it has signed a...

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Nov 2, 20223 min read

Building a Better Future for Your Firm

Look back at the past few years. What has changed? Of course, we can all point to many personal and professional changes. The real...

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Oct 19, 20224 min read

5 Ways to Adapt Your Recruitment Strategy for Remote Talent

At a time when 96% of firm leaders say they’re taking steps to grow the business in the next three to five years, the ability to attract...

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Sep 29, 20224 min read

Reflect, Reassess and Reset

How well has your firm’s technology supported your team members and clients over the past two years? Based on our conversations with...

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Apr 27, 20224 min read

5 Ways to Hold Onto Top Talent

What would your firm be without its people? While they may not appear on any balance sheet, people are your firm’s greatest asset....

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