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  • Top Five IT Priorities CPA Firms Should Tackle Before Busy Season
    Top Five IT Priorities CPA Firms Should Tackle Before Busy Season

    Busy season has a way of exposing every weakness in your IT environment. Systems that feel “mostly fine” in the fall can quickly become bottlenecks once deadlines compress, hours extend…

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  • Boomer Tech Circles November Recap: Strategy, AI and a Very Good Steak
    Boomer Tech Circles November Recap: Strategy, AI and a Very Good Steak

    The November 2025 Boomer Technology Circles brought together CPA firm leaders who are shaping how their organizations use technology to drive strategy. Across two days in Kansas City, one theme…

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  • The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
    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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  • From Roll-Ups to AI-Powered Platforms: How Technology and AI Are Redefining CPA Firm Value
    From Roll-Ups to AI-Powered Platforms: How Technology and AI Are Redefining CPA Firm Value

    Private equity-led consolidation is reshaping the accounting profession. Technology, once a back-office function, has become the core engine of value creation. For consolidators like Ascend Together, Springline Advisory and Platform…

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  • Why Many Accounting Firms Can’t Afford to Ignore IT Headaches Anymore
    Why Many Accounting Firms Can’t Afford to Ignore IT Headaches Anymore

    Ask most CPA firm leaders what keeps them up at night and you’ll hear about staffing, tax deadlines and client expectations. Increasingly, though, IT issues sneak into that list for…

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  • Netgain Ranked #38 on Channel Partners 2025 MSP 501 — Tech Industry’s Most Prestigious List of Managed Service Providers Worldwide
    Netgain Ranked #38 on Channel Partners 2025 MSP 501 — Tech Industry’s Most Prestigious List of Managed Service Providers Worldwide

    Annual Channel Partners MSP 501 Identifies Best of the Best in the Managed Services Industry  MINNETONKA, MN. JUNE 25, 2025: Netgain Technology, LLC, a vertically-focused premier provider of managed cloud,…

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  • The Overlooked Role of CPA IT Leadership in Private Equity Acquisitions
    The Overlooked Role of CPA IT Leadership in Private Equity Acquisitions

    Private equity (PE) is reshaping the accounting industry, injecting capital into CPA firms at an unprecedented rate. While these investments open doors to growth, scalability and operational efficiencies, they also…

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  • 2024’s Top Tech Trends for CPA Firms & What’s Next for 2025
    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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  • Strengthening Your CPA Firm’s Defense: Why a Written Information Security Plan (WISP) is Essential
    Strengthening Your CPA Firm’s Defense: Why a Written Information Security Plan (WISP) is Essential

    CPA and accounting firms face growing threats from cyber attacks and data breaches. As firms handle sensitive financial data and personal client information, it’s crucial to implement a strong defense.…

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  • Driving Innovation and Growth: Insights from the 2024 Boomer Circle Summit
    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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  • Preparing for the Upcoming Tax Season – IRS 4557 Updates
    Preparing for the Upcoming Tax Season – IRS 4557 Updates

    As the busy season approaches, CPA firms are gearing up to manage an influx of client data and tax returns. But while handling this surge in activity, it’s crucial to…

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  • Unlocking the Potential: Why CPA Firms Should Transition from VMware Horizon to Microsoft Azure Virtual Desktop
    Unlocking the Potential: Why CPA Firms Should Transition from VMware Horizon to Microsoft Azure Virtual Desktop

    In recent years, VMware Horizon has been a popular platform to provide virtual desktop infrastructure (VDI) in the CPA and accounting industry. However, since Broadcom’s acquisition of VMware, concerns about…

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