Unlocking Advisory Revenue with a Data-Driven Practice
By Jim Boomer CEO Boomer Consulting, Inc. CPA firms possess a wealth of data at their fingertips. The challenge is harnessing that data...
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Mar 191 min read
Part 2: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
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...
Mar 121 min read
Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
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...
Dec 4, 20236 min read
Accelerate into advisory-driven relationships with data analytics
by Ashley Doyen, Manager, CAS Firm Strategy, CPA.com At this very moment, many of your business clients are facing a dilemma. Facing a...
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 29, 20234 min read
Building a connected ecosystem: Integrating APIs for seamless accounting workflows (H1)
Like many industries, the accounting profession is in the midst of profound change. The impetus behind this transformation is...
Aug 2, 20232 min read
Cetrom Introduces Cetrom Connect to Bridge IT Gap Created by New FTC Safeguards Rule
Mt. Airy, MD (Aug. 1, 2023) - Cetrom, an industry-leading IT provider of custom Cloud Hosting Solutions for CPA firms, announced today...
Jul 21, 20234 min read
Century Software Paves the Path to Creating Your Center of Truth
“The true value lies at the intersection of data from all departments of the firm. Accounting firms need the ability to ingest data from...
Jul 11, 20233 min read
Understanding the Vital Roles and Responsibilities of a Data Privacy Officer (DPO)
In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries...
Mar 21, 20234 min read
How to Structure Your Data Governance Team
Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is...
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...
Dec 6, 20221 min read
E109 - Does Your Data Tell a Story?
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 8, 20221 min read
The Ultimate Cybersecurity Guide for CPA Firms
Due to the nature of their work, CPA firms have access to their clients’ tax returns, sensitive personal data, financial information, and...
Oct 4, 20223 min read
Keys to Making the Leap to Trusted Business Advisor
Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid...
Sep 13, 20223 min read
Are You Basing Decisions on Junk Employee Engagement Metrics?
Employee engagement has shifted from solely a human resources metric to a top priority in many firms. But we have a long way to go....
Jul 21, 20222 min read
Delivering a Data-Driven Audit
What Is a Data-Driven Audit? Data is the foundation of a data-driven audit. Auditors pull in client data, starting with the trial balance...
Apr 25, 20222 min read
NEW RELEASE - Delivering a Data-Driven Audit
What do you want your firm and your team to be, do, create and experience over the next five years? If you’re like most firm leaders,...
Mar 8, 20223 min read
Does Your Data Tell a Story?
When most people think about data analytics, they think about dashboards, spreadsheets and algorithms. While these are all elements of...
Feb 8, 20224 min read
The Secret Ingredient to Better Resource Management and More Profitable Engagements
Like all industries, accounting firms are feeling resourcing pressure associated with ‘The Great Resignation’ and, with tax season upon...
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