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

Mar 21, 20234 min read

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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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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