Streamlining Your Workday: Tools and Processes to Help Busy Professionals Take Control
Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're...
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Blog
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Sandra Wiley, Shareholder
- Sep 6
- 3 min
Developing the Client Advisory Professional
More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...
Boomer Consulting, Inc.
- Aug 28
- 2 min
Social Moments from the BTC Summit 2023
Our Boomer Technology Circles and Boomer Process Circle members have returned to their firms after our most recent Boomer Technology...
Guest Author
- Aug 24
- 3 min
An Inadequate Talent Pool: How alliantgroup Helps CPAs Better Serve Their Clients
The accounting world faces an impending obstacle: a shrinking talent pool for Certified Professional Accountants (CPAs). Firms have found...
Amanda Wilkie
- Aug 22
- 3 min
5 Steps to Prepare for Technology Planning Season
In our deadline-driven profession, certain times of the year are off-limits for technology changes. Accounting professionals are busy...
Guest Author
- Aug 14
- 1 min
Technology for the Lifecycle of a Growing Firm
Which comes first in your firm: technology or process? The answer is both. Most firm leaders recognize that technology is the engine that...
Marc T Staut, Shareholder
- Aug 9
- 3 min
Supporting Engagement & Culture with Technology in a Hybrid Firm
How we work has changed dramatically in many firms over the last few years. While some professionals continue to work in a traditional...
Guest Author
- Aug 8
- 1 min
NEW RELEASE - Creating a Frictionless Environment in Your Firm
As a leader in your firm, you understand the importance of investing in growth. Whether you’re a small boutique firm or a larger,...
Guest Author
- Aug 8
- 4 min
AI’s Impact on Audits
by UpLink AI has the potential to dramatically improve both the speed and the quality of audits, but auditor judgment is still central....
Guest Author
- Aug 7
- 2 min
Make it rain: Growing your business with PracticePro 365
Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating...
Guest Author
- Aug 2
- 4 min
How Cloud Hosting Fuels Talent, Consolidation, and Data Security in Today's Business Landscape
In the dynamic business landscape of 2023, accounting and CPA firms face pressing challenges that require innovative solutions to drive...
Boomer Consulting, Inc.
- Aug 1
- 1 min
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...
Jacqueline Lombardo
- Jul 27
- 3 min
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...
Guest Author
- Jul 20
- 1 min
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...
Guest Author
- Jul 17
- 3 min
5 Practical Steps to Protect Your Firm from Cyberattacks
It’s a fact: this year your firm will be in more danger of falling victim to cybercrime than it was last year. And although the topic can...
Sandra Wiley, Shareholder
- Jul 10
- 4 min
Is Your Firm’s Partner Compensation Structure Holding You Back?
Compensation—particularly partner compensation—often leads to considerable debate in most firms. The discussion has only become more...
L. Gary Boomer, Shareholder
- Jun 22
- 3 min
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...
Jim Boomer, Shareholder
- Jun 7
- 3 min
My Takeaways from ExpensiCon 2023 in Italy: A First-Class Experience
As a consultant for the accounting profession, attending conferences is an essential part of my career. In May 2023, I had the privilege...
Boomer Consulting, Inc.
- Jun 7
- 1 min
2023 Most Powerful Women in the Accounting Profession
We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...
Jim Boomer, Shareholder
- Jun 6
- 3 min
Next Up: Succession Planning at All Levels
Often, firm leaders discuss succession planning, they focus on the partner level. Which managers can they see leading the firm when the...
Guest Author
- May 31
- 1 min
NEW RELEASE - Preparing Your CPA Firm for the Future With Automation and Integration
Are you ready to take your CPA firm into the future? As a firm leader, you’re likely feeling pain on several fronts, from talent...
Guest Author
- May 25
- 1 min
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...
Guest Author
- May 23
- 4 min
Add Sales Tax Compliance Referrals to Your Practice’s Revenue Strategy
If there’s one thing that’s constant, it’s change. That’s certainly true when it comes to taxes. Rates, rules, treaties, and industry...
L. Gary Boomer, Shareholder
- May 22
- 3 min
Improve Partner Meetings, Improve Performance
Practically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...
Jim Boomer, Shareholder
- May 16
- 3 min
Exciting Things to Look Forward to at ExpensiCon 2023 in Italy
ExpensiCon is this week and will take place in Puglia, Italy, from May 18 to 22, 2023. This invite-only retreat for accounting...
Arianna Campbell, Shareholder
- May 4
- 3 min
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...
Marc T Staut, Shareholder
- Apr 26
- 3 min
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...
Amanda Wilkie
- Apr 13
- 3 min
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...
Sandra Wiley, Shareholder
- Apr 3
- 3 min
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:...
Guest Author
- Apr 3
- 3 min
3 Things to Keep in Mind When Switching to E-Invoicing
by: Claire Scott Invoicing will always play a part in professional life. But for many accountants, this process takes up a...
Sandra Wiley, Shareholder
- Mar 15
- 4 min
When Leaders Don’t Lead
At a recent Boomer Leadership Academy session, there was a lot of discussion about what happens when leaders don’t lead. Some of the...
Sandra Wiley, Shareholder
- Feb 28
- 4 min
Motivating & Engaging the Next Generation of Firm Leaders
Ask any partner in an accounting firm what’s keeping them up at night, and many will answer it’s retaining their staff—especially the...
Guest Author
- Feb 21
- 4 min
5 Things to Consider if you are Frustrated with your Current Accounting Software
Now that your firm is in the middle of tax season, you know what’s working and what’s not working with your accounting software. How does...
L. Gary Boomer, Shareholder
- Feb 20
- 3 min
Getting Started with Advisory Services
Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...
Jim Boomer, Shareholder
- Feb 9
- 4 min
Leveraging Collaborative Intelligence in HR
Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...
Arianna Campbell, Shareholder
- Jan 31
- 3 min
Elevating the Admin Role in Your Firm
For the past several years, everyone has been talking about “robo-accountants.” Artificial intelligence (AI), machine learning and...
Guest Author
- Jan 23
- 4 min
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jon Hubbard, Shareholder
- Jan 16
- 3 min
Creating a 5-Step Business Development Process
Do new business prospects slip through the cracks? Do you deliver proposals and never hear another word? Do people in your firm resist...
Marc T Staut, Shareholder
- Jan 5
- 4 min
The Trusted Advisor’s Reading List
One of our favorite quotes at Boomer Consulting, Inc. comes from Charlie “Tremendous” Jones: “You will be the same person in five years...
Guest Author
- Jan 4
- 3 min
Tax Automation Tools that Provide a 5-Star Client Experience
How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...
Jim Boomer, Shareholder
- Dec 20, 2022
- 4 min
The Secret to Effective Communication? Know Your Audience
Communicating effectively with your team and clients is a crucial skill for any accounting and advisory professional. So often, when we...
Heather Robinson
- Dec 14, 2022
- 3 min
7 Steps To Achieve Sustainable Inclusion
In recent years, diversity and inclusion have received more attention in accounting firms, but they’re issues our profession has been...
Boomer Consulting, Inc.
- Dec 9, 2022
- 1 min
How to Improve Your Remote Audits with Automation
Advances in technology are affecting every profession, and audit is no exception. Just as the practice and management of audit were...
Guest Author
- Dec 6, 2022
- 3 min
The Top Benefits of Cloud-based Accounting
by Todd Eyolfson More and more accounting practices are turning to the cloud for improved efficiency, cost savings and collaboration...
Sandra Wiley, Shareholder
- Dec 6, 2022
- 3 min
Preparing Your Team for an Environment of Constant Change
Keeping up with the pace of change is challenging for firms of all shapes and sizes. Technology and changing client demands create...
Boomer Consulting, Inc.
- Dec 1, 2022
- 1 min
Technology for the Lifecycle of a Growing Firm
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...
Jacqueline Lombardo
- Nov 28, 2022
- 4 min
5 Steps to Virtually Onboard New Employees Successfully
At Boomer Consulting, we’ve been an entirely virtual company for years, so working and collaborating didn’t change much for our team...
Heather Robinson
- Nov 17, 2022
- 3 min
4 Ways to Market Your Firm on a Small Budget
During tough times, one of the first things many firms do is trim their marketing budget. While marketing is undoubtedly an easier place...
Amanda Wilkie
- Nov 2, 2022
- 3 min
Building a Better Future for Your Firm
Look back at the past few years. What has changed? Of course, we can all point to many personal and professional changes. The real...
Sandra Wiley, Shareholder
- Oct 19, 2022
- 4 min
5 Ways to Adapt Your Recruitment Strategy for Remote Talent
At a time when 96% of firm leaders say they’re taking steps to grow the business in the next three to five years, the ability to attract...
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