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3 Skills That Require Zero Talent
Three skills that require zero talent and can help you become more valuable in your career.
Dec 19, 20244 min read


E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Dec 17, 20241 min read


E206 - Get to Know Leda Sedlock
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Dec 10, 20241 min read


Accountants need a modern document management system
The following was originally published in AIT's Portrait . Accountancy firms realise the importance of technology in helping them...
Dec 5, 20244 min read


Automation Doesn’t Replace Communication
Communication is integral for any accounting firm, no matter the size. Without clear internal and external communication, chaos is bound to occur. That’s why it’s essential to remember that while we might use automation to facilitate communication, automation will never replace communication. Internal communication Many firms use an automated workflow solution that allows reviewers to enter review notes for preparers and track those review notes as they are addressed or resol
Dec 4, 20243 min read


Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market
October 15, 2024 The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance...
Dec 4, 20244 min read


E205 - Get to Know Derek Olsen
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Dec 3, 20241 min read


E204 - Get to Know Chris Rochford
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 19, 20241 min read


The Rise of Growth Leaders: Shaping the Future of Accounting Firms
Learn how growth leaders drive strategy, client experience, and sustainable growth in accounting firms with the right mindset, skills, and t
Nov 18, 20243 min read


7 Strategies to Market Your Client Accounting and Advisory Services
Explore our Client Accounting and Advisory Services (CAAS) to gain strategic financial insights, streamline operations, and achieve growth.
Nov 18, 20244 min read


How to Build a Sales-Minded Culture
Build a sales-minded culture where all team members spot growth opportunities, build trust, and connect clients to your firm's services.
Nov 18, 20243 min read


Benchmarking Your Firm’s Metrics: How to Leverage Insights for Growth
Benchmarking helps firms assess key metrics, compare performance, and leverage peer insights to drive growth and strategic improvements.
Nov 18, 20244 min read


Entigrity merges with MYCPE and rebrands as MYCPE ONE: A Comprehensive Hub for CPA & Accounting Firms
A strategic move towards creating an ecosystem for the accounting industry offering a unified suite of services - Staffing, CPE, Learning...
Nov 13, 20243 min read


E203 - Get to Know Hailey Hilbert
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 12, 20241 min read


E202 - All Things the Boomer Knowledge Network
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 5, 20241 min read


Prioritizing Technology Initiatives
Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.
Oct 28, 20244 min read


Incorporating Artificial Intelligence into Continuous Improvement
CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.
Oct 28, 20244 min read


Taking a Long-Term View of Your Technology Budget
Learn how to take a long-term approach to technology budgeting while maintaining flexibility to adapt to future business needs.
Oct 28, 20244 min read


How to Evaluate Technology Needs vs. Wants
Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.
Oct 28, 20244 min read


AI in Tax and Accounting: What It Actually Does and Why You Should Use It
Discover how AI revolutionizes tax and accounting by automating tasks, enhancing client collaboration, and addressing staffing shortages.
Oct 28, 20242 min read
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