May 13, 20214 min7 Tips for Running a Successful WebinarIn today’s accounting profession, it’s not enough to simply tell potential clients your firm is the best and your people have the...
May 12, 20214 min4 Questions to Ask When Evaluating How Firm Technology Drives Customer Retentionby Conarc Some firms are consistently focused on employee retention and mindful of the technology that they can use to keep good...
Apr 16, 20214 minBuilding Better Solution Requirements: Why, Who and Howby Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...
Apr 14, 20211 minE24 - How Firms Need to Rethink the Role of ITWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 24, 20217 minGary Boomer Shares 5 Lessons for Accounting in 2021 - Lyle Ball, CEO and Co-Founder of Avii RespondsIn a nutshell: Think now, rather than react later The time to pause, think and log your satisfaction of workflows and processes (and the...
Mar 17, 20213 minWhy Is Innovation So Difficult?Innovation is a priority in most CPA firms today, but it's also a challenge. According to McKinsey, 84% of executives recognize that...
Mar 17, 20214 min3 Levels of Redundancy for Disaster Recovery & Business ContinuityAs 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 9, 20211 minE19 - How to Deliver Consulting Services VirtuallyWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 9, 20201 minPlanned Enhancements & New Offerings for SafeSend Returns UsersServe clients in a contactless way, while elevating their experience and moving your firm forward! New Client Experience in SafeSend...
Nov 9, 20204 minOptimize Your CPA Firm for M&A Growth Transactions By Kate Krupey, Netgain Consultant and President of CoreBlue Advisory, LLC As CPA firms look at their future, many are considering how...
Nov 9, 20203 minAugmenting through Technology, Data and Digital WorkingIt is vital the opportunity presented by technology is embraced, now. In the long term, it feels fruitless to try to compete with...