The Missing Piece of Your M&A Plan: Merging Process & Technology
Firm leaders often overlook a critical aspect of uniting two firms: integrating processes and technology.
Amanda Wilkie
Consultant
Amanda Wilkie is a Consultant at Boomer Consulting, Inc. has a computer science background, butshe’s not your average geek. With two decades of technology experience, Amanda has spent 15 years driving change and process improvement through innovative technology solutions in accounting firms of all sizes. She has held strategic leadership positions in firmsranging from Top 50 to Top 10, including her most recent role as CIO of a Top 30 firm.Amanda is recognized as a technology expert in the accounting profession and regularly speaks and writes on blockchain, cryptocurrency and their impact on the profession. She is both a Certified Project Management Professional (PMP), Lean Six Sigma Green Belt, Certified Blockchain Solution Architectand a Microsoft Certified Solution Associate (MCSA).
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Advisory
The Crucial Role of Communication in Change Management
Often, firms make the mistake of waiting until the 11th hour to start communicating change. This approach leads to rushed messaging, unaddressed concerns and a lack of buy-in.
Firm Management
Cyber Insurance Changes to Plan for in 2022
No modern firm can operate without some risk of a cyber-attack or data breach. And most firm leaders understand the importance of carrying cyber liability insurance.
Benefits
Must-Have Tools and Resources for Work-From-Home
By now, most of us have settled into the routine of remote work. But based on the conversations we've had with our clients over the past few months, there's still a need to establish minimum technology requirements for remote workers.
Digital Currency
4 Keys to Successful Technology Planning
Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...
Digital Currency
4 Keys to Successful Technology Planning
Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...
Firm Management
Creating a Data Culture
CPA firms possess an incredible amount of data, and the tools allowing them to use that data are increasingly available. However, firms need a plan for using those tools to provide value to clients and create value for themselves.