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E309 - What happened in the Fall Technology Circles Meetings
Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Mark Staut share highlights from the latest Technology Circle meetings, where tech and firm leaders dug into what’s changing—and what’s coming next. They cover top security concerns, the rapid growth of AI use cases across the firm, and the surge of new tools in practice management and audit. Jim and
Feb 31 min read


The Evolving Role of Project Management in CPA Firms
The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively...
Feb 6, 20243 min read


How to Manage and Prioritize a Heavy Workload
Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...
Sep 19, 20234 min read


Introducing the Boomer Circle Summit
Boomer Consulting's peer communities started in 1999 with just one group: the Boomer Technology Circle. Over the years, our communities...
Aug 29, 20233 min read


Social Moments from the BTC Summit 2023
Our Boomer Technology Circles and Boomer Process Circle members have returned to their firms after our most recent Boomer Technology...
Aug 28, 20232 min read


Peer Communities Aren't a Solo Sport
TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You...
Mar 21, 20234 min read


3 Security Best Practices for 2022
Cybercriminals are targeting tax firms at increasing rates – and it isn’t just the big firms that are targets of these attacks. In 2017,...
Dec 15, 20214 min read


3 Levels of Redundancy for Disaster Recovery & Business Continuity
As we've seen many times in the past few years, disaster recovery plans are crucial to an accounting firm's ability to recover from any...
Mar 17, 20214 min read
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