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Aug 1, 20231 min read

Preparing Your CPA Firm for the Future With Automation and Integration

Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...

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Jul 27, 20233 min read

5 Strategies to Improve Your Recruiting Results

There's no one "right" recruiting strategy. Every firm will succeed with different strategies because firms have different cultures and...

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Jul 25, 20233 min read

Innovation & Communication…the great differentiators!

Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...

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Jul 25, 20231 min read

E140 - Leveraging AI Disruption: Five Game-Changing Advantage for Results Leaders in Accounting

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 20, 20231 min read

The Future of Technology in Accounting: 2023 Trends

If your existing team doesn’t have the expertise to build the solution internally, you will need to invest in custom development. This...

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Jul 11, 20233 min read

Systems Thinking: The Key to Successful Technology Decisions in CPA Firms

Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...

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Jul 11, 20233 min read

Which Comes First: Technology or Process?

It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in...

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Jul 11, 20233 min read

Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications

CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...

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Jun 27, 20231 min read

E136 - Get to Know Erin Shively

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 22, 20233 min read

Focusing on Ideal Clients

In uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...

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May 25, 20231 min read

The Future of Technology in Accounting: 2023 Trends

Your firm might consider building software to address a specific problem within a department. Your IT department is accustomed to...

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May 24, 20233 min read

Improve Your Email Communication with Video

Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...

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May 8, 20233 min read

Avii Announces Significant Uplifts to Financial Modules In Avii Workspace for Accounting Firms

SILICON SLOPES, Utah, May 8, 2023 - Avii, a leading provider of accounting software, today announced enhanced Financial Modules within...

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May 4, 20233 min read

Including Your Solution Provider in Your Processes

What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products...

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May 2, 20233 min read

What Is Business Transformation?

As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business...

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Apr 26, 20233 min read

Modeling a Better Mindset Around AI

If you’re in the accounting profession, chances are you’ve heard that artificial intelligence (AI) will impact your job in fantastic and...

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Apr 13, 20233 min read

What Drives Your Technology Decisions?

Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools...

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Apr 3, 20233 min read

Does Your Firm Need a Project Manager? Yes!

The complexity and rate of change in the accounting profession today require firms to juggle multiple projects throughout the year:...

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Mar 21, 20234 min read

Peer Communities Aren't a Solo Sport

TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You...

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Mar 21, 20233 min read

The Path to Automation

As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to...

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