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Jul 12, 20224 min read

Digital Transformation for CPA firms with Business Process Automation

From mitigating unprecedented macro environments to adapting to new operational workflows, professionals in all industries find...

Dec 13, 20213 min read

How CPA Firms Can Leverage Their Knowledge and Incorporate Cloud Consulting into Their Services

What started as an industry focused on providing accounting services to clients, CPA firms have evolved their offerings to include...

Dec 9, 20213 min read

Why CPA Firms Should Embrace Digital Transformation

CPA firms must improve processes and procedures to keep growing and be successful. Modernizing the business allows them to increase their...

Aug 24, 20211 min read

E43 - The Roles of Business Development & Marketing within an Accounting Firm

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

Jul 13, 20216 min read

Going Digital: The Shift from Paper to Paperless Client Organizer

by SafeSend Scrambling. While many words come to mind when thinking back to the 2019 filing season, scrambling is what everyone was doing...

Jun 15, 20214 min read

Why Your Firm Needs a Digital Marketing Strategy

For many accountants, marketing their services hasn’t changed much over the past few decades. Their firm sponsors golf outings and other...