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

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.

Accounting firms can improve efficiency and collaboration by aligning scheduling, capacity planning and communication across departments.

Tracking key behavioral indicators (KBIs) helps your firm drive growth by measuring the actions that influence performance, not just the outcomes.

Accounting firm leaders can unify processes and earn buy-in from legacy teams post-acquisition using key behavioral strategies.

Accounting firms can define ideal client profiles (ICPs) to sharpen marketing, drive growth and align products and services with profitable clients.

CPA firms can use personality assessments like Kolbe and appreciation languages to improve team dynamics and decision-making.

This Highlight Reel shares top takeaways from the Boomer Operations Circle—trends, tools, and strategies for firm growth in 10 minutes or less.

This Highlight Reel shares top takeaways from the Boomer Marketing & Business Development Circle—trends, tools, and strategies for firm growth in 10 minutes or less.

Firm360 Unveils New Look, Same Mission: Purpose-Built Software for Accounting Firms

This Highlight Reel shares top takeaways from the Boomer Talent Circle—trends, tools, and strategies for firm growth in 10 minutes or less.