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AI Mistakes and Guardrails Every CPA Firm Needs During Busy Season
Once AI is in use, even in limited ways, the conversation shifts quickly. It is no longer about whether AI can help. It is about how easily it can create…
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Where AI Can Actually Help CPA Firms During Busy Season
Once firms align on why AI needs a different approach during busy season, the next question is inevitable. Where can it actually help? The answer is not everywhere, and that’s…
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The CPA Roll-Up’s AI Window, Part 3: Making the Multiple: The AI Playbook for PE-Backed CPA Platforms
You’ve seen why AI is the catalyst and why the window is still open. Now it’s time to quantify the payoff and show how to capture it. Private equity sponsors…
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The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
If AI is the catalyst for the next breakout accounting platform, why hasn’t anyone built the unicorn yet? After dozens of private equity deals since 2020 and nearly every firm…
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Driving Enhanced Exit Multiples in CPA Roll-Ups: How Tech Integration Impacts IRR and Mitigates Deal Risks
Executive Summary The Pace of Consolidation Is Only Increasing PE-backed consolidation in the accounting profession is accelerating, with platforms acquiring regional and niche CPA firms at an unprecedented pace. But…
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The CPA Roll-Up’s AI Window, Part 1: The Window Is Open – For Now
Private equity firms have poured billions into accounting roll-ups, chasing the industry’s long-promised “unicorn.” Yet despite 90-plus transactions since 2020, no platform has broken out. The next 24 to 60…
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Demystifying AI: What CPA Firms Need to Know
AI is no longer a futuristic concept—it’s here, and organizations are already finding ways to integrate it into their daily operations. For CPAs, AI presents both opportunities and challenges, sparking…
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2024’s Top Tech Trends for CPA Firms & What’s Next for 2025
As we close out 2024, one thing is clear: the role of technology in accounting isn’t slowing down—it’s only gaining momentum. From the transformative impact of AI to cyber security…
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Driving Innovation and Growth: Insights from the 2024 Boomer Circle Summit
The 2024 Boomer Circle Summit was a whirlwind of insightful discussions, groundbreaking ideas, and a celebration of innovation within the accounting industry.
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Five Insights from Our Experience Using Microsoft 365 Copilot
In its rush to translate GenAI into reality, Microsoft has applied Copilot terminology to practically all its GenAI offering–from Azure to GitHub to Office. This blog focuses squarely on Microsoft…
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Charting Your Path: A Technology Roadmap to a Modern CPA Firm Webinar
A practical guide for how CPA firms can progress towards a digital, frictionless, and intelligent future. Dive into an enlightening session with Netgain’s CPA Practice Leader, Kate Krupey, and Boomer’s…
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The Automation Advantage
Automation is no longer a buzzword, and spurred by the global pandemic, firms of all sizes are discovering the importance of moving away from manual, labor-intensive tasks. Resiliency, speed, productivity,…
