E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
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Articles, Blogs and More...
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- Jul 11
- 3 min
Embracing AI: A How-To Guide for Firm Leaders
Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.
- Jul 11
- 3 min
Crafting AI Guidelines for CPA Firms: A Thought Leadership Approach
Artificial intelligence (AI) is one of this century's most exciting new technologies, and its use has spread like wildfire since ChatGPT was
- Jun 11
- 4 min
The Role of Artificial Intelligence in HR
Artificial intelligence (AI) is quickly transforming every area of an accounting firm, and human resources (HR) isn’t immune. HR leaders...
- Mar 26
- 1 min
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
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...
- Mar 20
- 4 min
SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
ANN ARBOR, Mich., March 20, 2024 — SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83%...
- Mar 19
- 1 min
Part 2: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
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...
- Mar 12
- 1 min
Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
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...
- Feb 27
- 3 min
The Power of Learning & Development in 2024
Based on my conversations with talent and learning and development (L&D) leaders from firms across the country, the profession is finally...
- Feb 6
- 3 min
Revolutionizing Learning and Development: Harnessing AI and Avatars for Upskilling
The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to...
- Dec 19, 2023
- 1 min
E161 - The Evolution of Growth Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jim...
- Aug 29, 2023
- 4 min
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 8, 2023
- 4 min
AI’s Impact on Audits
by UpLink AI has the potential to dramatically improve both the speed and the quality of audits, but auditor judgment is still central....
- Jul 25, 2023
- 5 min
Future-Proofing Your Content Creation Plan for Your Accounting Firm in the Age of AI
The rise of artificial intelligence (AI) is revolutionizing various industries, including marketing. As an accounting firm, it is crucial...
- Jul 25, 2023
- 1 min
E140 - Leveraging AI Disruption: Five Game-Changing Advantage for Results Leaders in Accounting
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...
- May 31, 2023
- 3 min
Artificial Intelligence Now Integrated into UpLink’s PBC Software
May 31, 2023 - UpLink, a leading provider of document request and management software for accountants and auditors, is excited to...
- Apr 26, 2023
- 3 min
Modeling a Better Mindset Around AI
If you’re in the accounting profession, chances are you’ve heard that artificial intelligence (AI) will impact your job in fantastic and...
- Apr 11, 2023
- 5 min
5 Growth Trends for 2023
In accounting, staying on top of current trends and looking for ways to leverage them as part of your firm strategy is crucial. Each...
- Sep 20, 2022
- 4 min
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...
- May 12, 2021
- 4 min
4 Questions to Ask When Evaluating How Firm Technology Drives Customer Retention
by Conarc Some firms are consistently focused on employee retention and mindful of the technology that they can use to keep good...
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