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Four Honored for “Bridging the Gap” at Boomer Technology Circles™ Summit

Posted By Heather Robinson, Yesterday


Four Honored for “Bridging the Gap” at The Boomer Technology Circles™ Summit

Manhattan, KS – August 17, 2016 – Three individuals and one CPA firm took home “Bridging the Gap” awards after being honored on August 14th by Boomer Consulting, Inc. during the 2016 Boomer Technology Circles™ Summit in Kansas City, Missouri.  Three of the awards honor firms and individuals within the accounting profession that excel in aligning technology and firm management while the fourth award recognizes an outstanding emerging leader.

Adam Odom

(http://www.lslcpas.com/manager/adam-odom-cpa/)

(https://www.linkedin.com/in/adam-odom-cpa-08293b13)

Adam Odom, Audit Manager, LSL CPAs LLP, was presented with the 2016 Bridging the Gap as an Emerging Leader Award.

Odom was nominated by his firm due to his positive attitude and focus on helping the firm in any way he can. On any project he takes on, Odom seeks improvements and efficiencies. He continuously looks to engage staff in the firm to enhance their career goals and opportunities. Considered the number one thought leader at LSL CPAs LLC, Odom has worked in multiple departments and has exceeded all expectations with increased business and client relations.

LSL CPAs LLC (http://www.lslcpas.com/) is a certified public accounting and business advisory firm with offices in Orange County, Silicon Valley, and Temecula Valley, California.

Grant Jones

(http://perkinsaccounting.com/executives/grant-l-jones/)

(https://www.linkedin.com/in/grantljones)

Grant Jones, Shareholder, Perkins & Co, was presented with the 2016 Bridging the Gap in Firm Management award. Jones’s commitment to and passion for bridging the gap between firm management and technology is evident in his active participation in the Boomer Technology Circles Summit since Perks & Co joined in 2002. Currently, he is working to increase security awareness within the firm through a formalized program of baseline testing, interactive web-based training and ongoing assessment.

Perkins & Co (http://perkinsaccounting.com/) is the largest locally owned accounting firm in Portland, Oregon with more than 150 employees plus 24 shareholders. The firm is one of the most admired professional service firms in the area according to the Portland Business Journal’s Most Admired Companies vote.

Cody Page

(http://www.pscpa.com/about-us/our-people/person/cody-page)

(https://www.linkedin.com/in/harrisoncpage)

Cody Page, Chief Operating Officer, Peterson Sullivan LLP, was presented with the 201 Bridging the Gap in Technology Award.

Page led the internal Lean Billing Project and led the charge to further automation, challenging his firm to take their billing practices to the next level. Acting as the liaison between IT and the firm’s partners, he’s a key internal resource and leads the firm from a high level operational and technology perspective. He’s one of a kind in his ability to see and lead the big picture, yet appreciate the details when necessary.

Peterson Sullivan LLP (http://www.pscpa.com/) is a certified public accounting and business advisory firm based in Seattle, Washington. They are ranked among the top 10 largest CPA firms in the Puget Sound region, with more than 170 professionals and support staff.

Peterson Sullivan LLP

(http://www.pscpa.com/)

Cody Page, Chief Operating Officer at Peterson Sullivan LLP accepted the 2016 Bridging the Gap Award for Technology and Firm Management Project, an award that recognizes a firm’s project to leverage technology to accelerate the achievement of the firm’s vision and goals.

With their Lean Billing Project, Peterson Sullivan LLP applied leading edge techniques to the billing process to better automate the process, leverage responsibility and turn invoices around quicker to improve cash flow. The project was rolled out in August of 2015 and since that time, many other firms have reached out to Peterson Sullivan to learn more about what they’re doing.

 “These awards are meant to showcase the individuals and firms that are leading the charge to link business management, IT strategies, human resources, training and learning,” said Sandra Wiley, President of Boomer Consulting, Inc. “To stay ahead of the curve and become a Firm of the Future, you must have the right leaders and players in place. It’s an honor to be able to recognize some of the brightest and most influential people in accounting.”

The winners were chosen from nominations submitted by around 100 eligible firms that are either members of the Boomer Technology Circles™ or participants in the P3 Leadership Academy.

About Boomer Consulting, Inc.

Boomer Consulting, Inc. guides accounting firms to increased performance and profitability by providing forward-thinking consulting services, peer-led communities and relevant intellectual capital.  Their unique and powerful solutions target five areas critical to a firm's success: Leadership/Management, Client Development, Talent Development, Technology and Processes.  For more information, visit www.boomer.com.

 

###

Contact: Heather Robinson
Boomer Consulting, Inc.
Phone: 785-537-2358
heather.robinson@boomer.com

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The Guide to Expense Management

Posted By L. Gary Boomer & Expensify, Thursday, August 11, 2016

  

Download Full Guide HERE.

Adam Smith published his first edition of Wealth of Nations in 1776, the same year 13 American colonies declared independence from the British Empire. Amongst his other monumental economic theories was the idea that self-interest drives the best outcomes, famously asserting that “it is not from the benevolence of the butcher, the brewer, or the baker, that we expect our dinner, but from their regard to their own self interest”. Such is the case with expense reporting - it is driven by multiple parties, but the most influential is the employee who desires reimbursement as quickly as possible with the least amount of effort. Knowing this and with the advent of mobile devices, new technology, and processes, what strategies can we apply to the deeply burdensome expense reporting process to reduce the challenge of expense reporting.

 

This Guide focuses on Five Objectives:

 

1.   Reduce the time and costs associated with entering, managing, documenting, reconciling, and paying travel and operational expenses.

2.   Improve the processes and workflow for both employees and their firms with real-time report management.

3.   Improve the experience for vendors and business partners.

4.   Leverage mobile technology to enhance digital documentation and workflow.

5.   Integrate – not just link – expense management into the company’s accounting ecosystem (Practice Management, General Ledger, and Document Management).

 

These objectives are a reality today due to the exponential growth of processing power, bandwidth and digital storage. We are all familiar with Moore’s Law, part of what is more recently Ray Kurzweil’s Law of Accelerating Returns. Let me demonstrate with a question, most of you will answer incorrectly, because we are trained to think linear and local rather than exponential and global.


How much money will you have at the end of a 31-day month if you start with one cent and double it every day? You have 15 seconds to answer.

My guess is most of you were considerably under the correct answer of $10,737,418.24. Go ahead…do the math yourself. At 28 days you will have $1,342,177.28. Initially the results are deceptive and then disruptive.

Disruptive technology should make you think about how you are going to automate as many processes as possible, especially key processes that add little or no value to your services. More importantly it should make you think about your current business model and technology ecosystem. Are you future ready and do you want to continue to compete in a rapidly changing world? After-the-fact data (especially paper) is no longer adequate and too expensive to manage. Businesses need real-time information and decision making wisdom, now!

This Guide will help you expedite the process of automating one of the most time consuming and arduous tasks accountants and employees face – expense reporting. And by the way… the software was designed to help employees drive this process so you are assured of their acceptance and buy in. Receipt documentation is easy to capture via the camera on your mobile phone, easy to submit reports along with the required policies and procedures provide employees timely reimbursement. Using the principles of Lean Six Sigma (Define, Measure, Analyze, Improve, and Control), accounting and the back office can meet the challenge and streamline their expense reporting processes.

Enjoy the Guide, it is a quick read by design and especially take note of the One-Page Action Plan in the appendix. It will quickly start your firm, business or organization on your road to success and future readiness.

 

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Guide to Using Lean Six Sigma to Make Software Decisions

Posted By cPaperless - SafeSend Returns, Tuesday, August 09, 2016

  

Download Full Guide HERE.

The Perfect Storm..... of Opportunity

A tax department leader taped a fortune to the back of her monitor. She would often point to it when someone would enter her office and say; “Houston, we have a problem!”  The fortune states; “problems are just opportunities dressed in work clothes”. This fortune rings true in today’s ever changing world, especially for CPA firms. Many predict that technology and automation will revolutionize the compliance work firms have counted on as their bread and butter.
Clients see how technology has changed their personal lives. Remember the computers used by NASA during the journey to the moon? There is now more computing power in the palm of your hand! Your clients’ expectations have changed and your firm must deliver faster, cheaper, better and easier! You have invested in various technologies and trained staff members on how to best use it. Yet, the same question persists; do I have the right technology and is my team sufficiently trained on how to use it? Your internal structure, the changing landscape of technology and your clients’ view of technology create the perfect storm. 

SafeSend Returns Software
Tax returns have historically been delivered to taxpayers in paper mailed through the US Postal service. Recent polls indicate that over 75% of tax returns are still delivered this way. However, the process of printing, collating, assembling and mailing a paper tax return is both time consuming and expensive. For a simple return it can take 10 minutes, and for a complex return it can take hours. The cost of the paper, folder, postage, and envelopes is easily $10-$15, let alone the labor to complete the task. Then after you deliver it, you will be unpleasantly surprised to find out how much time you spend chasing your clients to get the signed 8879 back, and to collect your tax preparation fees. Then every quarter you have to go through it all over again with estimated payments. This entire process is a huge problem that exists in almost every tax and accounting firm. To compound the problem, taxpayers are becoming more dependent on mobile capabilities to complete their tasks. 

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6 Secrets to Practice Management Success

Posted By Office Tools, Tuesday, August 09, 2016

Practice Management  has come a long way in the last decade. With an ever increasing number of software applications coming on the market promising to take you to administrative nirvana—and an increasing majority of firms implementing them in some form—the pressure has never been greater to take the plunge. But with a dizzying array of options it can be hard to know where to start. We’re going to look at six facets of firm activity that can greatly benefit from some practice management best practices and recommendations. 

Click HERE to link to full article.

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The Engaged Employee - Work and Life Integration - Episode 9

Posted By Heather Robinson, Friday, July 22, 2016

Part 9 of 10. Sandra Wiley's podcast on The Engaged Employee –  Work and Life Integration

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #9 – Work and Life Integration –  Work and life integration into engagement.

 

Tags:  employee  Sandra Wiley 

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The Engaged Employee - The Technology Connection - Episode 8

Posted By Heather Robinson, Thursday, July 07, 2016

 Part 8 of 10. Sandra Wiley's podcast on The Engaged Employee –  The Technology Connection

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #8 – The Technology Connection –  The technology connection when it comes to engaging employees.

  • Engage, keep, retain your talented employees.
  • Technology as it effects the connection to people within your firm

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Shifting The Paradigm - a TSheets Whitepaper

Posted By Heather Robinson, Monday, June 20, 2016

Shifting The Paradigm

What Successful CPAs Are Doing Differently in the New World of Accounting

 

 

"There's little debate that the accounting world has changed dramatically through emerging technology. However, while the availability of apps that automate tedious workflows and connect accountants to clients in new ways seems to be a tide that raises all ships, the gap between high- and low-performing CPA firms is wider than ever, begging the question: What are successful CPAs doing differently in today's fast-paced, brave new world?

Is using a specific set of apps the earmark of today's successful CPA firm? Is it a minute-or-less client response time on Facebook or Twitter? Is it investing in an intuitive, functional client portal? Is it adding new revenue streams to compete and maintain relevance?

The answer, surprisingly, is all of these things—and none.

Adopting the newest app or growing your fan-base on social media isn't the linchpin that will transform your business. However, emerging technology does present a unique opportunity for accountants to undergo a true paradigm shift that will mean the difference between mediocrity and success in the new world of accounting.

So, what are successful CPAs doing differently?

1. Taking a Client-Centric Approach

2. Embracing Technology

3. Specializing and Partnering

 

Read the Complete TSheets Whitepaper HERE

Tags:  CPAs  Information Technology  TSheets  whitepaper 

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The Engaged Employee - Dealing with Difficult People - Episode 6

Posted By Heather Robinson, Thursday, June 16, 2016

 Part 6 of 10. Sandra Wiley's pod cast on The Engaged Employee –  Dealing with Difficult People


10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #6 – Dealing with Difficult People –  How to engage employees, through dealing with difficult people. If we do not take care of dealing with those difficult people around us, the engage people will become disengaged.

  • Deal with the Actively Disengaged
  • Improve the Non-engaged
  • Keep Engaged People Engaged
  • Difficult Conversations Guide – Tackle difficult conversations with this how-to guidance.

 

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The Engaged Employee - Culture of Community - Episode 5

Posted By Heather Robinson, Marketing Manager, Thursday, June 02, 2016

Part 5 of 10. Sandra Wiley's pod cast on The Engaged Employee –  Culture of Community

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #5 – Culture of Community –  as we engage employees in our firm. Engage employees - Pull them into our fold - Make them feel like they are connected with everything about the firm.

·       Community Service Questions – Use these sample questions to identify the right-fit organization for the firm to engage with.

·       Community Service Tips – Explore these ideas to get started in community involvement.

Tags:  community  culture  Sandra Wiley  the engaged employee 

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The Engaged Employee - Embrace Remote Work Arrangements - Episode 4

Posted By Heather Robinson, Marketing Manager, Thursday, May 26, 2016

Part 4 of 10. Sandra Wiley's pod cast on The Engaged Employee – Embrace Remote Work Arrangements

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey


Initiative #4 – Embrace Remote Work Arrangements – to help in engaging employees.

     ·  Flexibility Toolkit –Embrace work arrangements that meet the changing needs of employees.  Customize the policy template to fit your firm’s needs.

     ·  Remote Team Building & Culture – Create a remote employee culture that is destined for success.

     ·  Essential Habits for Working Remotely – Give remote employees essential tips for working remotely under a flexible work arrangement.

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