Dec 9, 20213 minWhy CPA Firms Should Embrace Digital Transformation CPA firms must improve processes and procedures to keep growing and be successful. Modernizing the business allows them to increase their...
Dec 1, 20214 minHave You Built Your CAAS Tech Stack?by Roman H. Kepczyk, CPA.CITP, LSS BB Transforming your practice into an Advisory Machine is one of the hottest topics being discussed in...
Nov 18, 20211 minTalent is Key for Success in Client Advisory ServicesClient Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start or expand...
Nov 17, 20213 minEmpower Your Staff During an Accountant Shortage with Tax Technology Exhausted from searching for staff but coming up short? Tax technology & automation empowers staff in the midst this accountant shortage.
Oct 27, 20211 minAutomating Document Generation Beyond Engagement Lettersby Randi Kranzler, amelio, by HKMP Technologies A recent trend in business process management involves generating, routing and automating...
Oct 22, 20211 minTracking Your Firm’s Workflow Beyond Tax and Auditby Randi Kranzler, amelio, by HKMP Technologies Whether you’re performing tasks yourself or delegating them to staff, managing and...
Oct 14, 20213 minThe ROI from switching from manual to autonomous invoice processingOctober 8, 2021 Autonomous invoice processing uses AI to run the accounting process from beginning to end, which means less time and...
Sep 29, 20215 min5 Most Important Takeaways From COVID-19’s Impact on CPA Firm Operations By: Christopher Stark, President & CEO, Cetrom While the switch from in-office work life to at-home work life was abrupt, most businesses...
Sep 28, 20211 minRecruiting & Developing FP&A Talent – 4 Tips for your CAS PracticeClient Advisory Services (CAS) practices have been leading the way in growth for CPA firms for several years now. Initial data from...
Sep 27, 20211 minThe difference between autonomous invoice processing and invoice processing automationLarge enterprises spend millions to tens of millions of dollars per year on financial transaction processing and classification. They do...
Sep 14, 20213 minCPA Firm Metrics from a Client's PerspectiveOne of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
Aug 18, 20214 minKey Takeaways from our Recruiters WorkshopDoes it feel like it's getting harder to recruit great talent in your firm? It's not your imagination. Firms have struggled to find and...
Aug 16, 20213 minSocial Moments from the BTC Summit 2021In-person and virtual attendees alike are back to work after last week’s Boomer Technology Circles Summit. This annual event brings...
Mar 24, 20217 minGary Boomer Shares 5 Lessons for Accounting in 2021 - Lyle Ball, CEO and Co-Founder of Avii RespondsIn a nutshell: Think now, rather than react later The time to pause, think and log your satisfaction of workflows and processes (and the...
Jan 12, 20214 min5 Ways to Make Your Marketing Thrive in the New Yearby Heather Robinson, Marketing Manager The start of a new year is always an excellent time to reflect on what worked, what didn't work in...
Jan 12, 20215 min2020 Winners and Losers in Accounting Software Platformsby Avii “All progress starts with the truth.” -Dan Sullivan, as quoted by Gary Boomer, Nov. 2020 “Sometimes the truth is glorious – but...
Jan 5, 20212 min5 Reasons to Automate Client Data Acquisitionby Inflo Software Automated tools and techniques now play a big part in audit and tax compliance services and have increased the use of...
Dec 14, 20202 minTax Automation Can Improve Your Remote-Work SetupAccounting firms across the country were faced with moving their employees to secure and productive work-from-home setups at the...
Dec 8, 20204 minAttending a Virtual Conference? Don't Skip the Sponsor Booths!by Ryan Rinehart, Solutions Advisor Like most people, I've attended a lot of virtual conferences in the past eight months. I've seen the...
Dec 1, 20204 minAchieving Sustainable Inclusionby Heather Robinson, Marketing Manager When we look back on 2020, we’re certain people will remember the nationwide protests against...