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Elevating the Admin Role in Your Firm
For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...
Jan 31, 20233 min read


Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jan 23, 20234 min read


Creating a 5-Step Business Development Process
Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...
Jan 16, 20233 min read


The Trusted Advisor’s Reading List
One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years...
Jan 5, 20234 min read


Tax Automation Tools that Provide a 5-Star Client Experience
How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...
Jan 4, 20233 min read


The Secret to Effective Communication? Know Your Audience
Communicating effectively with your team and clients is a crucial skill for any accounting and advisory professional. So often, when we...
Dec 20, 20224 min read


7 Steps To Achieve Sustainable Inclusion
In recent years, diversity and inclusion have received more attention in accounting firms, but they’re issues our profession has been...
Dec 14, 20223 min read


How to Improve Your Remote Audits with Automation
Advances in technology are affecting every profession, and audit is no exception. Just as the practice and management of audit were...
Dec 9, 20221 min read


The Top Benefits of Cloud-based Accounting
by Todd Eyolfson More and more accounting practices are turning to the cloud for improved efficiency, cost savings and collaboration...
Dec 6, 20223 min read


Preparing Your Team for an Environment of Constant Change
Keeping up with the pace of change is challenging for firms of all shapes and sizes. Technology and changing client demands create...
Dec 6, 20223 min read


Technology for the Lifecycle of a Growing Firm
The solutions you use are an extension of your firm. While you can always focus on improving a single area of your business, taking a...
Dec 1, 20221 min read


5 Steps to Virtually Onboard New Employees Successfully
At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...
Nov 28, 20224 min read


4 Ways to Market Your Firm on a Small Budget
During tough times, one of the first things many firms do is trim their marketing budget. While marketing is undoubtedly an easier place...
Nov 17, 20223 min read


Building a Better Future for Your Firm
Look back at the past few years. What has changed? Of course, we can all point to many personal and professional changes. The real...
Nov 2, 20223 min read


5 Ways to Adapt Your Recruitment Strategy for Remote Talent
At a time when 96% of firm leaders say they’re taking steps to grow the business in the next three to five years, the ability to attract...
Oct 19, 20224 min read


Cloud Solutions vs. In-house or Local IT Providers
by Christopher Stark, President & CEO, Cetrom Cybersecurity threats continue to pose a serious risk to accounting firms. Accounting firms...
Oct 14, 20224 min read


Keys to Making the Leap to Trusted Business Advisor
Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid...
Oct 4, 20223 min read


Reflect, Reassess and Reset
How well has your firm’s technology supported your team members and clients over the past two years? Based on our conversations with...
Sep 29, 20224 min read


What technology will have the biggest impact on how accountants do their jobs?
When I speak at accounting conferences, one question that comes up quite often is what technology will have the biggest impact on how...
Sep 20, 20224 min read


Promoting secure collaboration with cloud-based technology: Key takeaways from the 2022 BTC Summit
From August 14 to August 17, Boomer Consulting held the 2022 Boomer Technology Circles (BTC) Summit, an annual event that brings together...
Sep 14, 20223 min read
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