Keeping Client Data Safe in an Increasingly Mobile World

By Michael Webb, Chief Technology Officer, SmartVault Mobile has become a way of life, and with the proliferation of advanced devices, it’s easier than ever to work on the go. SaaS-based applications in combination with mobile technologies enable you to deliver client documents while sitting at the airport, process a client’s payroll from home, and … Continue reading

3 Tips to Reach Your Audience with Email Marketing

Email is still one of the most effective marketing tools because it’s the only tool that allows you to push your message directly in front of the people who have asked for it. Once you’ve worked on building your permission-based email marketing lists, you’re ready to start delivering interesting and relevant email content to your … Continue reading

Are Your Excel Spreadsheets Accurate? Are You Sure?

Introduction Microsoft Office Excel is a cornerstone tool for most business professionals. We use it for everything from financial reporting and analysis to budgeting and forecasting to tracking project statuses and all things in between, even including our Holiday shopping lists. Given our personal and professional dependence on this tool, maybe we should take a … Continue reading

5 Tools to Boost Your Social Media Productivity

Managing your social media accounts may not be difficult, but it certainly is time-consuming. In order to stay at the forefront of people’s minds, you need be posting consistently, responding to messages, and inserting yourself in relevant conversations. To save yourself some time and effort, the following 5 tools can help you automate, monitor, and … Continue reading

If I Buy an iPad , Can I Ditch My PC?

If I buy an iPad, do I still need my PC? As I travel around the country teaching courses about the iPad, I’m frequently asked this question. So my objective with this article is to help you better understand the role the iPad and other tablets are beginning to play in business, as well as … Continue reading

Excel-Based Dashboards

Excel-based dashboards are powerful and here to stay.  For many years, this was a bit of a dark art.  While there are some very clever tricks in creating dashboards in Excel, dashboards are not difficult to learn. Dashboards became popular a number of years ago.  George B. Blake is credited for realizing that long paper … Continue reading

The Dollars and Sense Behind CPA Mobile Websites

By: Madison Miner As a CPA in Colorado you’ve probably noticed how attached your clients are to their mobile phones. Busy consumer and business clients rely on their phones to communicate and search for local businesses any spare moment they can find. Mobile phones are ingrained into our daily lives. And the rise in mobile … Continue reading

Reducing Fraud With Technology

Introduction The statistics are everywhere and they are startling – fraud continues to run at epidemic levels, not only in the United States, but also across virtually all countries. In fact, according to the Association of Certified Fraud Examiners 2012 Report to the Nations on Occupational Fraud and Abuse, the typical organization loses approximately 5% … Continue reading

Remote Working: 4 Keys to Success

By Arianna Campbell, Boomer Consulting Almost two years ago when I found out that my family was relocating because of my husband’s job, I was extremely disappointed at the thought of leaving the Boomer Consulting team. I was thrilled when I was offered the opportunity to continue my current position from my new location. This … Continue reading

Align Marketing And Technology To Improve Your Firm

By Eric Benson Marketing and internal technology have, in the past, been two departments that were adversarial in many companies.  The gap was easy to define.  Marketing was full of art professionals who used feel to improve the image of the firm.  Technology was full of logic minded, security and data focused professionals that were … Continue reading