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.


Accounting Talent Retention in the Age of Modern Tools
iscover how client management software helps firms improve accounting talent retention by reducing burnout and attracting next-gen professionals.
Sep 114 min read


Connections, Collaborations and Takeaways from the 2025 Boomer Circle Summit
From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.
Sep 32 min read


Ten Honored as Visionaries at Boomer Circles™ Summit
Ten standout firms and solution providers were honored with the 2025 Boomer Visionary Awards at the Boomer Circles™ Summit. These leaders exemplify innovation, excellence, and transformative impact in leadership, talent, process, growth, and technology—shaping the future of the accounting profession.
Aug 204 min read


A Practical Cybersecurity Compliance Guide for CPA Firms
Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.
Aug 114 min read


Netgain Launches CPA Cloud Essentials – A Turnkey Azure Solution Tailored for Growth-Minded CPA Firms
Netgain Technology launches CPA Cloud Essentials, a fully managed Azure-powered IT service tailored for accounting firms. Designed to enhance productivity and security, it delivers reliable access to critical applications, advanced cybersecurity, and flexible scaling — all in a predictable per-user model. This turnkey solution positions firms to embrace AI and automation without overburdening IT teams.
Aug 112 min read


Insights and Epiphanies from the 1st Annual Boomer Circle Summit
Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...
Sep 3, 20243 min read


E193 - Navigating the Struggles between Outsourcing Strategy
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...
Aug 27, 20241 min read


Ten Honored as Visionaries at Boomer Circle™ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™
Aug 19, 20244 min read


E192 - The Evolution of HR Roles in M&A for Organizational Growth
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...
Aug 13, 20241 min read


E191 - The Process of Developing a CAAS Group
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...
Aug 6, 20241 min read


E189 - A CIO's Perspective on Building Buy-In
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...
Jul 23, 20241 min read


E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
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...
Jul 16, 20241 min read


E176 - Leading Like a Coach: Building Teams for Success
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...
Apr 16, 20241 min read


E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
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...
Apr 2, 20241 min read


E162 - Transitioning Into the Role of CIO
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...
Jan 2, 20241 min read


Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...
Dec 7, 20235 min read


Blending accounting and technology: The journey to CIO
Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
Nov 6, 20233 min read


E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
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...
Oct 31, 20231 min read


E153 - Improving your Staff and Client Experience through Technology
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Oct 24, 20231 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
bottom of page
