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Automation can transform efficiency in CPA firms—but success starts with evaluating your existing resources. From identifying shadow IT and prioritizing repetitive tasks to leveraging underused software and creating a clear request process, this article outlines practical steps to build meaningful automations that scale across your firm.

Discover why modernizing IT infrastructure is essential in accounting and get steps to boost scalability and improve security and operational efficiency.

Learn how to evaluate technology needs vs wants in your CPA firm, identify shadow IT, manage software bloat, and optimize your tech stack.

Artificial intelligence (AI) is one of this century's most exciting new technologies, and its use has spread like wildfire since ChatGPT was

Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for transformation can stem from various needs, from integrating the latest technology to keeping up with new regulatory demands or elevating client service levels. Yet organizational change can be difficult for your team members. Most people prefer predictability and stability in their lives—especially at work. Learning how to lead change effectively

Technology plays a pivotal role in the success of an accounting firm. Whether you are a small local practice or a Top 100 firm with locations across the country, managing your technology inventory effectively is crucial for operational efficiency, security and strategic decision-making. This article will cover some guidelines for maintaining a comprehensive technology inventory, including hardware and software assets. While we might call these “best practices,” remember your

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

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...

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