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Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

Nov 76 min read

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...

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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...

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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...

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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...

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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...

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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...

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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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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

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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...

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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...

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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.

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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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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

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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

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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...

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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...

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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...

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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%...

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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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