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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...

Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...

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...

CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple departments, it's easy to become burdened with an unnecessarily complex technology stack that leads to inefficiencies and redundancies. In this situation, replacing major technology applications may be high on the priority list. The goal is to reduce complexity and consolidate applications across the organization to improve productivity and stre

In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries and even some U.S. states have enacted consumer privacy protection laws, and it can be challenging to navigate through the vast amount of information available on data privacy. Appointing a Data Privacy Officer (DPO) can help your firm protect sensitive data and ensure compliance with evolving regulations. What is a Data Privacy Officer? A

Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is reliable, accurate and secure. However, knowing how best to structure your data governance team can be difficult. Building a team that works well together can be tricky because each member brings unique skills and expertise but also needs to work within the firm's vision and budget. In this post, we explore how you can build an effective dat