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A CPA Firm’s Simplified Guide to Cybersecurity Compliance
Compliance expectations for CPA firms are rising, with both the Internal Revenue Service (IRS) and the Federal Trade Commission (FTC) outlining clear standards for how firms should manage and safeguard…
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Boomer BTC Summit 2023: CPA Firms Accelerate Azure Adoption & Workflow Automation
This week Boomer hosted their annual BTC Summit in Kansas City, bringing key CPA industry thought leaders and change agents across their Process and Technology Circles. The hot topic on…
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How Innovation Is Helping to Streamline M&A Activity and What the Future Looks Like
M&A activity has been on the rise in public accounting over the past few years. In particular, large public accounting firms are increasingly acquiring firms that have complementary client niches…
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How Netgain is Enabling CPA Firms to Execute Their Aggressive M&A Plans
According to Deloitte, corporations and private equity firms spent an unprecedented $5 trillion on mergers and acquisitions in 2021. We have seen this trend first-hand from our clients and other…
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Takeaways from the Boomer Consulting BTC Summit 2022
Wow, what a week. The Netgain Fintech team attended a well-organized and executed Boomer Consulting’s BTC Summit 2022 event at a fantastic new location, the Loew’s Hotel in Kansas City’s…
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AICPA Engage 2022 Conference – An Overview from a Technology Provider’s Perspective
It was great to be back in person at AICPA’s Engage Conference last week in Las Vegas! As a provider to the CPA profession, I was excited to see the…
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The 80/20 Rule: Balancing Innovation with Operational Execution
Traditional client satisfaction metrics (CSAT, NPS) provide useful insights into value created by managed services providers (MSP), but they are not the most important metric. Instead, the question that we…
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Tax Season 2022 Planning – Spotlight on Communications
With tax season 2022 fast approaching, how are you doing with final stretch preparations? While many core processes will be repeated with the deftness and confidence that only years of…
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How CPA Firms Can Capitalize on the Value of Microsoft’s Power Platform
Microsoft’s Power Platform is a low-code platform or set of tools that provides a way to create applications, data visualization, workflow, and automation in an accessible and familiar environment –…
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2021 CPA Firm Trends Key Takeaways from a Summer of Discussions
This summer has been a whirlwind of meetings and conferences, most of them in person as a refreshing change. As the COVID Delta Variant threatens to send us backward in…
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Optimize Your CPA Firm for M&A Growth Transactions
Originally published November 9, 2020, by Kate Krupey, Netgain Consultant and President of CoreBlue Advisory, LLC at www.boomer.com. As CPA firms look at their future, many are considering how mergers…
