CPA firm growth: 3 questions to ask
CPA firm growth has remained relatively stable over the last few years, leading many firms to look for ways to jump start their growth to…
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Digital tax workflow: 3 myths about tax technology
When a firm wants to improve its digital tax workflow, technology improvements can make a big difference. However, a few popular myths can get in…
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Cloud-based document management: A few of my favorite things
At the heart of every firm is information. This we know. We also know that how we manage and share information is critical to the…
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Enabling a distributed workforce
Technology has transformed the modern workplace. In the not so distant past, employees did all of their work at the office because that’s where the…
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Cloud Security: A Guide for Accounting Firms
With new data threats and stories about cloud security popping up seemingly every day, many accounting professionals may feel like they spend more time protecting data than…
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How to Support Firm Management Goals through Technology
In the 2015 Market Perspectives Survey, Boomer Consulting Inc. surveyed 400 CPA firms about their technology use and overall firm management goals. The results, summarized…
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Automate Your Way to a Successful Tax Season
Does your firm’s tax workflow still look like it did in the days of old? If so, you may be risking your firm’s reputation with a process…
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The Radical Guide to Technology and Talent
As “The Radical CPA,” Jody Padar encourages other firms to look beyond the “old ways” to build a firm that will be sustainable in the…
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Integration in the Cloud: Putting All the Pieces Together
A typical accounting firm uses dozens of software solutions, and while tight integration is the ideal, it is not always possible. Mixing cloud solutions with…
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Data Security for the Accounting Firms: Is the Cloud Safe?
Protecting data is important for every business. However, in tax and accounting firms, trust forms the very foundation of your client relationships. Protecting client data is…
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