Guiding CPA Firms to Growth, Sustainable Success and Innovation
Kansas City
Joined March 2009
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“We thought we would jump right into process alignment. Instead, it took us a day just to get titles mapped out because every firm used different titles.” — Ryan Gregory
Alignment starts with shared language.
Learn more: boomer.link/l9f
#FirmGrowth
Not every technology development will matter to your firm.
Understanding what is changing can help you decide what deserves further research.
Get insights: boomer.link/rxc
#AccountingTech #CPA
The Managing Partner Circle meets Nov. 3–4.
Connect with peers to explore AI's impact on talent and succession planning.
Learn more: boomer.com/mpc
#BoomerCircles #AccountingLeadership
Counting campaigns is one thing. Showing revenue impact is another. Recent Marketing & Business Development Circle peers compared growth metrics, and their insights are now available.
Read here: boomer.link/f58906
#FirmGrowth
AI pricing is evolving. At the recent Boomer CIO Circle meeting, peers compared vendor pricing models and the challenges of measuring ROI. New highlights offer practical considerations for firm leaders.
Read here: boomer.link/wws
#BoomerCIOCircle #AI
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
Keep accounting technology on your radar. SoftwareClarity shares software updates and practical guidance for evaluating solutions.
Follow here: nitter.cf/SCbyBoomer
#AccountingTechnology
Profitability is harder to assess as firms rely less on billable hours. At the recent Boomer Operations Circle, peers compared contribution-margin methods. New highlights offer approaches to consider.
Read here: boomer.link/cwv
#FirmOperations #Accounting
Evidence tracing takes valuable time. On Nov. 19, join Boomer Consulting and @Suralink to explore how agentic AI can automate document matching while keeping human judgment in the process.
Register: boomer.link/v18
#AgenticAI #Accounting
New software deserves thoughtful evaluation, not an automatic yes or no.
SoftwareClarity provides practical information to support your research.
Get insights: boomer.link/rxc #SoftwareEvaluation #CPA
More status updates won't rescue a stalled initiative.
As Arianna Campbell writes, “Accountability conversations lead to decisions.”
Discuss barriers, agree on ownership and commit to the next step.
Learn more: boomer.link/1bo
#FirmLeadership #Accountability
Grow through peers “who want to see you succeed,” says Gabe Grzeskiewicz, Partner, Director of Information Systems at Porte Brown LLC.
Bring your questions to Boomer Circles.
Learn more: boomer.com/cio
#Accounting
Thank you, Canopy, for sponsoring the Boomer Process Circle Fall Meeting!
Your practice management solutions support our upcoming conversations on tax resources and firm efficiency.
Learn about the Circle: boomer.com/pc
#PracticeManagement
Strategic planning should create clarity, not just a document. Use the guide to align your vision, focus priorities and build execution discipline.
👉 Get the Guide: boomer.link/1f4c35
👉 Learn More: boomer.com/sp
🔗 Schedule: boomer.link/dht
Thank you, HubSync, for sponsoring the Boomer Process Circle Fall Meeting! Your focus on automation supports our upcoming discussions on change, workflows, and peer collaboration.
Learn about the Circle: boomer.com/pc
#AccountingInnovation
Thank you, Karbon, for sponsoring the Boomer Process Circle Fall Meeting!
Your focus on connected workflows supports our upcoming discussions on change and firm efficiency.
Learn about the Circle: boomer.com/pc
#ProcessImprovement
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
As AI changes how work gets done, building advisory judgment matters.
Learning & Development Circle peers recently shared practical training approaches in newly released highlights.
Read here: boomer.link/ius
#AdvisorySkills #LearningDevelopment
Evidence tracing takes valuable time. On Nov. 19, join Boomer Consulting and @Suralink to explore how agentic AI can automate document matching while keeping human judgment in the process.
Register: boomer.link/v18
#AgenticAI #Accounting
Better processes start with shared ideas.
Explore change management and resource planning at the Oct. 29–30 Process Circle.
Learn more: boomer.com/pc
#BoomerCircles
