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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...
Nov 7, 20246 min read
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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...
Oct 23, 20243 min read
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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 17, 20241 min read
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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 10, 20241 min read
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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...
Sep 3, 20241 min read
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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 23, 20241 min read
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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 16, 20241 min read
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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 12, 20241 min read
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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
Jul 11, 20243 min read
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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 18, 20241 min read
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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...
Jun 6, 20243 min read
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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 28, 20241 min read
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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 21, 20245 min read
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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 21, 20243 min read
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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
May 21, 20243 min read
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Developing Subject Matter Experts
Developing subject matter experts (SMEs) is a critical success factor in today's accounting firms. Accounting professionals face an...
Apr 22, 20243 min read
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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...
Apr 15, 20241 min read
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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 26, 20241 min read
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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 20, 20244 min read
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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...
Mar 19, 20243 min read
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