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Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
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- 7 days ago
- 3 min
10 Steps for Developing Firm-Wide Metrics for Process Improvement
It's crucial to track the right metrics in your firm so you can make informed decisions about people, processes and technology.As...
- 7 days ago
- 4 min
How to Create Policies for Expense Reimbursement and Company Credit Cards
Every business needs sound accounting policies and procedures. While accounting firms often help clients identify the guidelines they...
- 7 days ago
- 3 min
3 Tips to Develop Fresh Content Ideas
Like many firm marketers, we're always looking for fresh ideas to inspire our content marketing strategy. Many businesses struggle to...
- 7 days ago
- 4 min
How to Manage and Prioritize a Heavy Workload
Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...
- Aug 29
- 3 min
Introducing the Boomer Circle Summit
Boomer Consulting's peer communities started in 1999 with just one group: the Boomer Technology Circle. Over the years, our communities...
- Aug 29
- 4 min
Building Critical Thinkers in Your Firm
In every firm, there are at least two levels of thinkers. There's the strategic level – the people who see the big picture and where the...
- Aug 29
- 4 min
Practical Uses & Policies for Using Generative AI in an Accounting Firm
In the accounting profession, it's critical to stay ahead of the curve when it comes to technological advancements shaping how you do...
- Aug 29
- 3 min
Evolving Performance Management: Emphasizing Career Focus
Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...
- Aug 29
- 4 min
Surviving the Skills Shortage in the U.S.: A Guide to Thriving
The skills shortage is a critical issue facing businesses worldwide, and those that fail to address it may struggle to achieve their...
- Aug 29
- 5 min
Executing a Successful Automation Strategy by Unifying BPM and RPA
In today's dynamic business environment, organizations are constantly seeking ways to optimize their operations, improve efficiency, and...
- Aug 29
- 4 min
Building a connected ecosystem: Integrating APIs for seamless accounting workflows (H1)
Like many industries, the accounting profession is in the midst of profound change. The impetus behind this transformation is...
- Jul 25
- 4 min
Bridging the Generational Gap with Business Development
There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm...
- Jul 25
- 3 min
Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
- Jul 25
- 3 min
Evolving Your Service Offerings: Moving from Compliance to Advisory
The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...
- Jul 25
- 5 min
Future-Proofing Your Content Creation Plan for Your Accounting Firm in the Age of AI
The rise of artificial intelligence (AI) is revolutionizing various industries, including marketing. As an accounting firm, it is crucial...
- Jul 11
- 3 min
Systems Thinking: The Key to Successful Technology Decisions in CPA Firms
Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...
- Jul 11
- 3 min
Which Comes First: Technology or Process?
It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in...
- Jul 11
- 3 min
Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications
CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...
- Jul 11
- 3 min
Understanding the Vital Roles and Responsibilities of a Data Privacy Officer (DPO)
In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries...
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