How to Structure Your Data Governance Team
Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is...
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Feb 21, 20231 min read
E119 - Technology Budgeting A New Hierarchy for Innovation and Reducing Technical Debt
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Feb 20, 20233 min read
Getting Started with Advisory Services
Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...
Jan 31, 20233 min read
Elevating the Admin Role in Your Firm
For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...
Jan 23, 20234 min read
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jan 17, 20231 min read
E114 - The Biggest Shift in Technology: A Look Back at 2022 and Looking Ahead to 2023
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jan 5, 20234 min read
The Trusted Advisor’s Reading List
One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years...
Dec 13, 20223 min read
3 IT Priorities for the End of 2022
Right now, many IT leaders in CPA firms are looking ahead, ensuring they’re prepared for the busy season. Many firms will have interns or...
Dec 13, 20223 min read
Creating an Action Plan for When Tech is Stolen
This holiday season, many of your employees may be traveling to visit family and friends, and chances are, they’re taking work devices...
Dec 13, 20226 min read
What’s happening today in the world of CAS for nonprofits: 3 leaders share their experiences
Are there any clients better positioned to benefit from Client Advisory Services (CAS) than nonprofits? CAS practices provide a variety...
Dec 9, 20221 min read
How to Improve Your Remote Audits with Automation
Advances in technology are affecting every profession, and audit is no exception. Just as the practice and management of audit were...
Dec 1, 20221 min read
Technology for the Lifecycle of a Growing Firm
The solutions you use are an extension of your firm. While you can always focus on improving a single area of your business, taking a...
Nov 28, 20224 min read
5 Steps to Virtually Onboard New Employees Successfully
At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...
Nov 8, 20223 min read
Benefits of a Technology Strategic Plan
Technology leaders put a lot of effort and energy into time management. And while managing your time well is always a worthwhile pursuit,...
Nov 1, 20221 min read
E104 - Better Understanding IT Governance
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Oct 21, 20223 min read
Uncertainty-Leadership-Adaptability-Resources
Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...
Oct 21, 20224 min read
Accounting Technology Software to Solve the CPA Talent Shortage
AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...
Oct 14, 20224 min read
Cloud Solutions vs. In-house or Local IT Providers
by Christopher Stark, President & CEO, Cetrom Cybersecurity threats continue to pose a serious risk to accounting firms. Accounting firms...
Oct 4, 20223 min read
Keys to Making the Leap to Trusted Business Advisor
Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid...
Sep 29, 20224 min read
Reflect, Reassess and Reset
How well has your firm’s technology supported your team members and clients over the past two years? Based on our conversations with...
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