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Guiding CPA Firms to Growth, Sustainable Success and Innovation

Kansas City
Joined March 2009
Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)Photo by Boomer Consulting (@ThinkPlanGrow)
The Tax Leader Circle is now in session! From measuring performance beyond billable hours to designing the tax practice of 2030, the conversations are focused on practical change. Thanks to our members for joining us! boomer.com/tlc
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The Tax Leader Circle is in session! From measuring performance beyond billable hours to designing the tax practice of 2030, the conversations are focused on practical change. Thanks to our members for joining us! boomer.com/tlc
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Join the Boomer Technology Circles, Nov. 10–13 in Kansas City. Compare AI governance, technology choices, and client experience improvements with peers facing similar challenges. Learn more: boomer.com/btc #AccountingTech #BoomerCircles
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Thank you, Firm360, for supporting the upcoming Boomer Technology Circles! Your approach to practice management connects with peer discussions on efficiency, technology priorities, and firm growth. Learn about the Circle: boomer.com/btc #PracticeManagement #BTC
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Thank you to Rightworks for sponsoring The Boomer CAAS Circle Fall Meeting. Members will explore onboarding, KPIs and technology. Rightworks provides cloud and managed IT solutions that help accounting firms connect teams, data and workflows. Learn: boomer.com/caasc
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Thank you, Inflo, for sponsoring the upcoming Boomer Technology Circles! Your data-driven audit approach supports timely discussions on technology strategy, collaboration, and quality. Learn about the Circle: boomer.com/btc #AuditInnovation #BTC
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What evidence work can AI handle, and where should people step in? Join Jim Boomer and @Suralink on Nov. 19 to explore AI-assisted evidence workflows and human validation. Register: boomer.link/v18 #AIinAccounting #FirmEfficiency
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Bring fresh perspective to your firm’s technology conversations. SoftwareClarity shares insights, software updates and ideas to help you assess your options. Follow here: xitter.gq/SCbyBoomer #AccountingTechnology
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Where should marketing's responsibility end and BD's begin? “Peers split on where marketing’s accountability ends.” Define lead and pipeline ownership before measuring ROI. Read here: boomer.link/2hn #FirmGrowth #AccountingMarketing
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Moving beyond compliance takes team alignment, not just technology. On Nov. 10, Boomer's Jon Hubbard and Brandon Allfrey of CPA.com discuss staffing and workflow changes that support advisory services. Register: boomer.link/wpn #AccountingFirms #Tax
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Thank you, CPA.com, for supporting the upcoming Boomer Technology Circles! Your focus on accounting innovation complements exchanges among firm and IT leaders on technology decisions and growth. Learn about the Circle: boomer.com/btc #FirmLeadership #BTC
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Technology research comes with a lot of questions. Get accounting technology insights and practical guidance to help you stay informed while evaluating your options. Subscribe: boomer.link/rxc #AccountingTech #CPA
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Thank you, Soraban, for sponsoring the upcoming Boomer Technology Circles! Automating tax intake and delivery connects to peer conversations about efficiency, capacity, and IT strategy. Learn about the Circle: boomer.com/btc #TaxTech #BTC
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Thank you, Caseware, for supporting the upcoming Boomer Technology Circles! Your audit technology perspective complements peer discussions on confident IT decisions, quality, and firm growth. Learn about the Circle: boomer.com/btc #AuditTech #BTC
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Thank you, Intapp, for sponsoring the upcoming Boomer Technology Circles! Governed AI is a timely topic as firm and IT leaders exchange insights on strategy, risk, and growth. Learn about the Circle: boomer.com/btc #AccountingTech #BTC
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One monthly email. Hundreds of hours of industry expertise. Articles, webinars, tools, events and practical ideas—all curated for accounting firm leaders. Subscribe today: boomer.com/bb-subscribe
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“I would say give it a try and you'll be hooked.” — Peter Anderson, CIO at Boulay Explore his perspective on joining the Boomer Technology Circle. Learn more: boomer.com/btc #BoomerCircle #AccountingLeadership
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Strategic planning should create clarity, not just another document. Get the tip sheet: boomer.link/t23 Learn More: boomer.com/sp Schedule a Discovery Call: boomer.link/dht #StrategicPlanning #AccountingFirms
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Thank you, Black Ore, for supporting the Boomer Tax Leader Circle Fall Meeting! our AI tax prep focus aligns with talks on outcomes-based performance and the future tax practice. We value your partnership. Learn about the Circle: boomer.com/tlc #TaxLeadership
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Thank you, Aiwyn, for sponsoring the Boomer Tax Leader Circle Fall Meeting! Your platform helps firms streamline work as members prepare to share projects and solve challenges. We appreciate your support! Learn about the Circle: boomer.com/tlc #TaxLeadership
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