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What would happen if you had to stop working tomorrow? Would your roles and responsibilities within your firm transition seamlessly? Or...

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...

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...

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

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

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

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

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

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

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...

Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...

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...

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

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

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

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

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

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

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...

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