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by Todd Eyolfson More and more accounting practices are turning to the cloud for improved efficiency, cost savings and collaboration...

AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. We're thrilled to be...

How well has your firm’s technology supported your team members and clients over the past two years? Based on our conversations with...

SILICON SLOPES, Utah, September 27, 2022—Today, Avii launched Core and Enhanced Core versions of the Avii Workspace, providing accounting...

Sally, or to be precise SALY, (Same As Last Year) has been a much loved friend of accounting firms the world over for the last 100 years....

Accounting portals and the resulting client experience are more important than ever. Over the past two years, your clients likely spent...

The modern business owner must inhabit two worlds: the present, where they react to daily crises or problems, and the future, where they...

Many CPA firms are risk-averse, but are you so risk-averse that you’re missing value-added opportunities? Technology is rapidly changing...

Leadership is more than just having authority over others. To be an effective leader, you must positively influence your team and the...

Accounting firms are in business to turn a profit and provide a return to their partners. To do that, they need to serve clients. To...

Accountants are used to stress. Often, the job involves months of heavy workloads and working long hours. Add a global pandemic, changing...

Content is a highly effective way to capture and nurture leads. The more relevant content your firm creates, the more trust you build...

Technology has fundamentally changed the way people communicate at home and work. Many of us can remember when we primarily communicated...

We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...

Welcome to our first Boomer Briefing Pubcast, where we grab a pint and have an unscripted conversation about the CPA profession. This...

What would your firm be without its people? While they may not appear on any balance sheet, people are your firm’s greatest asset....

What do you want your firm and your team to be, do, create and experience over the next five years? If you’re like most firm leaders,...

Years ago, a Top 100 firm wanted to replace their existing document management system. After evaluating the available options on the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...