#BoomerBlog

November 11, 2019

Today, many accountants spend the bulk of their time on preaccounting tasks that their clients leave unfinished – tracking receipts, logging mileage, and submitting expenses. In this white paper, Expensify reveals how to make preaccounting more manageable for your clients (and month-end close less of a headache for you!) through automated expense reportin...

The cloud was once a mysterious product only embraced and implemented by the most forward-thinking CPA firms. Today, most CPA organizations are aware of the cloud and how migrating a legacy IT ecosystem over to it can deliver tremendous benefits across a wide array of areas.     


The cloud is no longer mysterious and futuristic; it’s best practi...

November 11, 2019

Choosing new software is a complex, yet necessary part of managing your firm. This is a topic that our team spends a lot of time working on and finding ways to make improvements. I recently had the opportunity to discuss best practices when vetting new applications with some experts in the field. The discussion revolved around the pain of making a firm-wi...

November 5, 2019

Get the Holidays Started with a Gift to Yourself
 

As the holiday season gets into full swing, audit professionals can get a jump on the celebrations by attending Audit Talks – LIVE Fall 2019 (a virtual conference) on December 3rd and 4th. Coming on the heels of the first Audit Talks – LIVE, this complimentary 2-day online conference promises to educate as...

October 17, 2019

Marketing can be a challenge for any accounting firm, especially if your budget is small. The good news is that your marketing budget doesn’t need to be huge to have a big impact. Here are five ways to market your services on a small budget. You don’t need to have a big marketing budget to generate new business. Get potential clients to notice you by pick...

October 17, 2019

Marketing is a crucial part of growing a firm. While many firms have successfully marketed their traditional service lines, they’re finding the same tools and methods that worked for audit and tax don’t work for advisory and consulting services. To help fast track your success, I’ve compiled this list of five marketing tools that every advisory and consu...

October 17, 2019

What is community engagement? Penn State’s Center for Economic and Community Development defines community engagement as seeking “to better engage the community to achieve long-term and sustainable outcomes, processes, relationships, discourse, decision-making or implementation.”

That definition is a pretty good fit for the Boomer Circle communities. In a...

October 17, 2019

As firms work to increase efficiency and improve their processes, one traditionally inefficient process which often gets overlooked is expense reporting. Almost half of all organizations in the U.S. still rely on manual, receipt-and-spreadsheet-based solutions, and of those who have deployed expense software, many still use a solution which isn’t optimize...

Cyber security threats are constantly evolving, but in the last nine months, a calculated and vicious new strain of attack has emerged; sophisticated enough to take down large business organizations.

At Vigilant, we’ve been seeing sophisticated new threat actors that operate in a very systematic way to actually dismantle an organization.  These threat acto...

October 16, 2019

Expensify adds CPE credits to accountant training and certification program

Accountants can now earn 2 CPE credits for passing Expensify’s free introductory training and certification course “Getting Started with Expensify” at university.expensify.com. The course is built for any accountant who wants to onboard and manage clients in Expensify. Beyond CPE c...

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