Data is more useful when it helps clients make decisions. Peers are discussing how dashboards and reporting can support clearer advisory conversations.
Read here: boomer.link/7pc
#AdvisoryServices #DataAnalytics
AI is moving beyond automation. Gary Boomer explains, “The breakthrough is not that AI can read an invoice.” It is about business-process impact.
Learn more: boomer.link/363 #AI #Accounting
Transformation depends on execution. Jacqueline Lombardo says firms need to be “most honest about what it asks of the people responsible for carrying it.”
Learn more: boomer.link/rdd
#TechnologyStrategy #Accounting
“The agents handle the latency crisis: monitoring, alerting, explaining, and acting in real time.” — Gary Boomer
Define accountability before scaling automation.
Read here: boomer.link/ecq
#AgenticAI #FirmOperations
AI adoption is not just a technology conversation. It is a leadership decision.
Cetrom describes SENTINEL as “a firm-side redaction engine.”
Learn more: boomer.link/mca
#AI #AccountingFirms
Dashboards need balance. Jon Hubbard notes, “KPIs without KBIs encourage short-term optimization, while KBIs without KPIs reward effort without outcomes.”
Learn more: boomer.link/a8ce2a #KPIs #Accounting
Before adding another solution, ask the deeper question.
“Are we solving a symptom, or are we addressing the underlying architectural gap?”
Read here: boomer.link/s03 #TechStrategy #AccountingFirms
Implementation improves when firms define ownership, expectations, and the next practical step.
Read here: boomer.link/jyl
#TechnologyImplementation #AccountingTech
The latest Audit Leader Circle highlights share how peers are testing AI for review notes, controls and workpaper support with clearer workflows.
Read here: boomer.link/cpk
#AuditTechnology #BoomerCircles
Managing compliance across IRS and FTC guidelines?
This guide shows how to align both without starting from scratch.
🔗 boomer.link/83e
#CPA #Cybersecurity
“The answer will always be no, you cannot go a year without change.” — Jacqueline Lombardo
That is why firms need to lead change, not just launch it.
Read here: boomer.link/rdd
#ChangeManagement #CPA
Technology, talent and process decisions are increasingly connected.
New Circle highlights share peer insight on building systems that support growth.
Read here: boomer.link/bgk
#FirmOperations #CPAfirm
AI search is narrowing the window to earn attention. Heather Robinson notes, “That buffer is disappearing.”
Learn more: boomer.link/3gq #AI #AccountingFirms
Workflow changes from AI affect more than speed. “AI is compressing the time it takes to do compliance work, which changes the economics of tax.”
Read here: boomer.link/ld0
#AIinAccounting #TaxLeadership
Staying current takes intentional filtering.
See how Managing Partner Circle peers are using tools like Notebook LM to manage information overload.
Learn more: boomer.link/bgk
#TechnologyStrategy
Technology requests need a decision framework. Recent Process Circle insights show why fit, ownership, and adoption matter after purchase.
Learn more: boomer.link/7kf
#FirmOperations #AccountingFirms
I’m excited to be speaking at AICPA Engage, June 8-11, on agentic AI and what it means for CPA firms.
Join me to explore practical AI pilots, risk guardrails and workflow opportunities across tax, audit, and advisory.
Register: boomer.link/qic
#ENGAGE26 #AICPAENGAGE
Technology change needs capacity planning. Jacqueline Lombardo notes, “The firms that build sustainable capacity for transformation won't be the ones with the most ambitious change agendas or the longest AI tool list.”
Learn more: boomer.link/rdd
#AccountingTech
Professional readiness takes structure. @LCvista notes that developing skilled talent is “hard, thoughtful work,” especially as L&D demands grow.
Read here: boomer.link/hgy
#ProfessionalReadiness #AccountingFirms
AI-first cultures require more than new tools.
New Boomer Managing Partner Circle highlights share how peers are connecting technology, scale and leadership.
Read here: boomer.link/bgk
#AIinAccounting #Leadership