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

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...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing transactional and compliance services with higher-value consulting and advisory services helps firms tap into the potential for more profit and higher client satisfaction. Yet when we speak to accounting firm leaders from across the country, we hear a common question: "Where do we start?" Naturally, if you ask that question of four different people

For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and automation are taking on an increasing amount of work in accounting firms. However, it’s clear that clients still value things that technology can’t provide, such as empathy, nuance, and a human touch. Accountants with these skills can be augmented by technology to do more with less. But what about the other people in your firm? I’ve noticed that

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years as you are today except for the people you meet and the books you read.” Many leaders in the accounting profession are rarely seen without a book (or e-reader) in their hands, and it’s easy to see why. Books allow people to consume an enormous amount of information relatively quickly. As a voracious reader, I often share book recommendations

Right now, many IT leaders in CPA firms are looking ahead, ensuring they’re prepared for the busy season. Many firms will have interns or...

This holiday season, many of your employees may be traveling to visit family and friends, and chances are, they’re taking work devices...

Are there any clients better positioned to benefit from Client Advisory Services (CAS) than nonprofits? CAS practices provide a variety...

Advances in technology are affecting every profession, and audit is no exception. Just as the practice and management of audit were...

The solutions you use are an extension of your firm. While you can always focus on improving a single area of your business, taking a...

At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...

Technology leaders put a lot of effort and energy into time management. And while managing your time well is always a worthwhile pursuit, our time will always be limited. We cannot say yes to every project, so everything we say yes to has an opportunity cost. A strategic technology plan helps you make those hard choices and say no to some things in order to say yes to more important priorities. Identifying the important projects So how do you know which projects are essential

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or their clients. The current talent market, new technology, interest from private equity and now The Inflation Reduction Act (IRA) continue to bring more uncertainty to our profession. While resiliency is important, adaptability is required to move forward into new opportunities. Professionals and firms who have an updated vision and plan have

AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...

by Christopher Stark, President & CEO, Cetrom Cybersecurity threats continue to pose a serious risk to accounting firms. Accounting firms...

Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid technological evolution that is automating many traditional core services. The convergence of technology, networks and sensors, artificial intelligence and deep learning disrupts the profession. At the same time, these technologies present an opportunity to build upon the compliance and transactional services clients need and provide the proactive advi

How well has your firm’s technology supported your team members and clients over the past two years? Based on our conversations with clients, there have been some amazing wins, and the IT teams are getting much-deserved credit and recognition for all of their hard work. Still, virtually every firm has identified at least a few areas that could use some improvement. If your firm needs to invest in new technologies and rework processes to support new services or new ways of del