6 Things I Wish I’d Known About Technology Consulting
Many years ago, when I was at the beginning of my career as a Network Engineer, I was asked to participate in a call with the entire IT...
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Oct 233 min read
Prepare for an Exciting World of Change
The word change pops up in nearly every article we read, conference we attend, internal planning meeting we hold, or client conversation...
Sep 171 min read
E196 - Patching the Gaps: Strengthening Security in the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Sep 101 min read
E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Sep 31 min read
E194 - Securing the Future: Privacy, Passkeys, and Passwords
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Jul 231 min read
E189 - A CIO's Perspective on Building Buy-In
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...
Jul 161 min read
E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
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...
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...
Jul 113 min read
Operational Management of Technology: Bridging the Gap Between Implementation and Ownership
Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent
Jun 181 min read
E185 - Shifting Gears: Transforming Infrastructure for 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...
Jun 63 min read
Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are...
May 281 min read
E182 - How Technology Will Help Beat Burnout
On this episode of the Boomer Briefing Podcast, Sandra Wiley has a quick discussion on Technology and Burnout.
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...
May 213 min read
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
May 213 min read
Selecting Technology to Improve Communication and Collaboration
Effective communication and collaboration are pivotal aspects of delivering stellar client service. In an accounting firm, where clients may
Apr 223 min read
Developing Subject Matter Experts
Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an...
Apr 151 min read
How Much is Complexity Costing Your Firm?
In today’s rapidly changing world, accounting firms face more complex technology than ever. With many applications, systems and processes...
Mar 261 min read
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
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 204 min read
SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
ANN ARBOR, Mich., March 20, 2024 — SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83%...
Mar 193 min read
Identifying and Nurturing Future IT Leaders Within Your Firm
Leadership development is a critical aspect of any successful CPA firm. And while many firms work to identify and nurture leaders from...
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