top of page

Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.


Preparing Your CPA Firm for the Future With Automation and Integration
Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...
Aug 1, 20231 min read
Â
Â


5 Strategies to Improve Your Recruiting Results
There's no one "right" recruiting strategy. Every firm will succeed with different strategies because firms have different cultures and...
Jul 27, 20233 min read
Â
Â


Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
Jul 25, 20233 min read
Â
Â


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...
Jul 25, 20231 min read
Â
Â


The Future of Technology in Accounting: 2023 Trends
If your existing team doesn’t have the expertise to build the solution internally, you will need to invest in custom development. This...
Jul 20, 20231 min read
Â
Â


Systems Thinking: The Key to Successful Technology Decisions in CPA Firms
Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...
Jul 11, 20233 min read
Â
Â


Which Comes First: Technology or Process?
It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in...
Jul 11, 20233 min read
Â
Â


Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications
CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...
Jul 11, 20233 min read
Â
Â


E136 - Get to Know Erin Shively
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...
Jun 27, 20231 min read
Â
Â


Focusing on Ideal Clients
In uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...
Jun 22, 20233 min read
Â
Â


The Future of Technology in Accounting: 2023 Trends
Your firm might consider building software to address a specific problem within a department. Your IT department is accustomed to...
May 25, 20231 min read
Â
Â


Improve Your Email Communication with Video
Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...
May 24, 20233 min read
Â
Â


Avii Announces Significant Uplifts to Financial Modules In Avii Workspace for Accounting Firms
SILICON SLOPES, Utah, May 8, 2023 - Avii, a leading provider of accounting software, today announced enhanced Financial Modules within...
May 8, 20233 min read
Â
Â


Including Your Solution Provider in Your Processes
What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products...
May 4, 20233 min read
Â
Â


What Is Business Transformation?
As a leader in your firm, you're responsible for transforming your organization for the future. However, understanding what business...
May 2, 20233 min read
Â
Â


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 26, 20233 min read
Â
Â


What Drives Your Technology Decisions?
Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools...
Apr 13, 20233 min read
Â
Â


Does Your Firm Need a Project Manager? Yes!
The complexity and rate of change in the accounting profession today require firms to juggle multiple projects throughout the year:...
Apr 3, 20233 min read
Â
Â


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
Â
Â


The Path to Automation
As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to...
Mar 21, 20233 min read
Â
Â
bottom of page
