top of page

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


Best Practices for Managing Technology Inventory in Your Firm
Technology plays a pivotal role in the success of an accounting firm. Whether you are a small local practice or a Top 100 firm with...
Oct 31, 20233 min read


Avii Workspace Solves Automated Engagement Letters for Accounting Firms
Are you tired of the time-consuming and cumbersome process of managing engagement letters in your accounting firm? With Avii Workspace™,...
Oct 31, 20233 min read


Fast Track Innovation: Automation, Compliance and Centralized Cloud Storage
Within the professional services industry, there is a greater need than ever to find innovative solutions to products, services, and...
Oct 31, 20236 min read


Learning from other operations professionals to support firm growth and accelerate success
Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...
Oct 11, 20233 min read


Preparing Tomorrow's Leaders: Fast-Tracking Talent to Partnership
For today's firm leaders, one of the most pressing challenges isn't just attracting talent, but also holding on to them and preparing...
Oct 10, 20233 min read


Embracing Change: Rebranding and Marketing Your Firm for the Future
In today's rapidly evolving business landscape, accounting firms are undergoing significant transformations to adapt to the changing...
Oct 10, 20233 min read


How to Start a Learning & Development Department in Your Firm
Not long ago, creating a dedicated learning and development role in a CPA firm was unheard of. Most firms simply put someone in charge of...
Oct 10, 20235 min read


Cultivating the Advisory Accountant
The accounting profession is undergoing a major shift. With automation and artificial intelligence (AI) taking over many routine tasks,...
Oct 10, 20233 min read


IT Pre-Tax Season Checklist
As the next tax season approaches, CPA firms face unique challenges and opportunities. Addressing common and unexpected IT issues is...
Oct 9, 20234 min read


The transformative power of community and collaboration
Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
Sep 21, 20233 min read


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...
Sep 19, 20233 min read


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...
Sep 19, 20234 min read


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...
Sep 19, 20233 min read


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...
Sep 19, 20234 min read


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, 20233 min read


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, 20234 min read


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, 20234 min read


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, 20233 min read


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, 20234 min read


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, 20235 min read
bottom of page
