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At the Boomer Circle Summit, leadership stood out as a driving force for CPA firms’ future success. Sessions explored succession planning, manager development, and balancing growth with firm values. The takeaway: strong leadership isn’t limited to the C-suite—it’s cultivated at every level to drive stability, innovation, and sustainable growth.

At the 2025 Boomer Circle Summit, firm leaders explored how technology can drive efficiency and innovation. Sessions highlighted predictive analytics for HR and operations, building digital fluency across teams, and real-world automation use cases. Learn how aligning technology with firm strategy empowers accounting firms to become more agile, insightful, and future-ready.

Artificial intelligence is no longer a future trend—it’s reshaping accounting today. From meeting notes to tax prep, firms are finding practical ways to save time and add value. This article explores how leaders can adopt an augmentation mindset, evaluate tools with a simple ROI framework, and guide their firms through the “wild west” of AI adoption.

AI transcription tools are transforming how firms capture and share meeting notes. But adoption requires more than just flipping a switch. From gaining informed consent to safeguarding sensitive data and positioning transcription as a client value-add, firms must weigh the benefits and risks carefully. This article outlines best practices to ensure AI enhances trust and client experience.

AI is transforming how CPA firms work, but success depends on more than just adopting new tools. Without proper training, firms risk low adoption and misuse. This article explores how role-based AI training helps staff at every level—from tax and audit to administration and leadership—use AI effectively, boost ROI, and embrace continuous learning in a rapidly evolving tech landscape.

Automation can transform efficiency in CPA firms—but success starts with evaluating your existing resources. From identifying shadow IT and prioritizing repetitive tasks to leveraging underused software and creating a clear request process, this article outlines practical steps to build meaningful automations that scale across your firm.

iscover how client management software helps firms improve accounting talent retention by reducing burnout and attracting next-gen professionals.

Intapp has introduced new features to its Collaboration platform, designed to centralize communication, documents, and workflows in one Microsoft 365 hub. With tools like AI-powered email filing, real-time activity feeds, and automated engagement folders, firms can streamline operations, ensure compliance, and improve client service. See how your firm can transform collaboration and efficiency.

From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.

Accounting firms need a DMS that serves both strategy and day-to-day work. This article explains how to unlock Microsoft 365 as a scalable, secure DMS—and where Intapp Collaboration fills the gaps with automated provisioning, ethical walls, integrations, and retention—so CIOs and IT leaders can boost efficiency, governance, and client service while maximizing ROI.

Despite strong technical delivery, many accounting firm engagements stall or frustrate clients due to unclear communication, fragmented processes, and heavy workloads. This article explores insights from the Inside the Client Experience Report and outlines three practical steps firms can take to close the Client Readiness Gap, strengthen relationships, and gain a competitive edge in today’s evolving accounting landscape.

As leaders, it’s easy to fall into negative thinking that limits growth. This article outlines four practical steps to shift your mindset from obstacles to possibilities. Learn how to identify the source of discomfort, explore favorable outcomes, take action to support new beliefs, and reframe challenges as opportunities—so you can strengthen your impact and help your firm thrive.

Ten standout firms and solution providers were honored with the 2025 Boomer Visionary Awards at the Boomer Circles™ Summit. These leaders exemplify innovation, excellence, and transformative impact in leadership, talent, process, growth, and technology—shaping the future of the accounting profession.

Change doesn’t succeed because of platforms—it succeeds because of people. Learn how to empower your team with the right communication, training, and peer support to drive sustainable transformation in your firm. Discover practical steps for reinforcing change and building a firm that thrives in times of transition.

Build a future-ready workforce by developing Superworkers with the tools, skills and mindset to thrive in a tech-driven profession.

Still using spreadsheets to manage HR? Discover why it's time for your accounting firm to upgrade to an HRIS. From automating onboarding to boosting compliance and employee satisfaction, this article outlines the key benefits and what to look for in a system that supports your firm’s growth.

A filled-out form isn’t a win—what happens next is. This article shows how to turn inbound leads into real conversations with automation, lead scoring, and strategic BD alignment. Learn how marketing can own the middle of the funnel and drive meaningful growth through smarter systems and processes.

Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.

Netgain Technology launches CPA Cloud Essentials, a fully managed Azure-powered IT service tailored for accounting firms. Designed to enhance productivity and security, it delivers reliable access to critical applications, advanced cybersecurity, and flexible scaling — all in a predictable per-user model. This turnkey solution positions firms to embrace AI and automation without overburdening IT teams.

It’s not too late to make progress on your career goals before the year ends. From developing leadership skills to improving communication and work-life balance, these practical tips will help you reset and refocus for lasting professional and personal growth.

Join us at Boomer Circle Summit for a session on streamlining document management with Intapp—boost efficiency, compliance, and team collaboration.

Inclusive practices can drive better team performance in your accounting firm. Discover practical steps to build a high-performing team.

Modern accounting firms are redesigning the performance management process to drive year-round growth and engagement.

Accounting firms can choose the right AI tools by aligning technology with internal processes to identify solutions that deliver real value.