Consultant to CPAs, Accounting Firms & I.T. Professionals; also: Strategic Planning, Management

Kansas City, MO
Joined March 2009
AI success will not come from tools alone. Gary Boomer says, “The firms that thrive in the age of AI will not be the ones with the best technology.” Learn more: boomer.link/363 #AI #Leadership
1
1
64
Dashboards should show where your team stands and where to focus next. Jon Hubbard notes, “The best dashboards act as mirrors and maps.” Learn more: boomer.link/a8ce2a #KPIs #Accounting
16
Technology can no longer sit apart from firm strategy. Marc Staut writes, “That model is obsolete.” Bring leadership, operations and technology into the same conversation. Read here: boomer.link/s03 #FirmLeadership #TechStrategy
15
Refinement often drives better results than more activity. “Industry-specific strategies help firms move beyond compliance and into more meaningful advisory relationships.” — Jon Hubbard Focus supports scalable growth. Read here: boomer.link/bp3 #Advisory
23
Traditional planning struggles to keep up with AI. “The pace of AI advancement requires leaders to rethink how they approach transformation.” — Marc Staut Iterate. Adjust. Repeat. Learn more: boomer.link/60ac6b #AccountingFirms #AI
15
Accounting firms need innovation, but implementation capacity matters. Jacqueline Lombardo notes, “Most firm leaders are familiar with technical debt.” Operational debt deserves the same attention. Learn more: boomer.link/rdd #Accounting #Leadership
19
AI is changing how firms think about capacity and performance. New Boomer Managing Partner Circle highlights share how peers are evaluating metrics now. Read here: boomer.link/bgk #AIinAccounting #FirmMetrics
19
Growth adds complexity to L&D. @LCvista Plus helps firms “extend their capacity” and scale learning programs without adding headcount. Read here: boomer.link/hgy #FirmGrowth #LearningAndDevelopment
18
Now announcing a new peer experience for leaders building future-ready practices. “Tax and audit leaders are being asked to rethink how their teams deliver services and create value.” – Jon Hubbard Learn more: boomer.link/c7q
12
Sustainable advantage depends on how quickly your team improves. “In today’s environment, the greatest competitive advantage a firm can develop is the ability to learn, adapt and grow faster than the pace of change around it.” — Bart Nichols Read here: boomer.link/bk5
20
“Value protection is the discipline of ensuring the value the firm creates translates into the revenue the firm receives.” - Jon Hubbard Read here: boomer.link/lmo #FirmLeadership
19
Your stack is what you use. Your architecture is how it works together. Marc Staut writes, “Architecture is how all those tools connect, communicate and support each other as a system.” Learn more: boomer.link/s03 #AccountingTech
9
CAAS growth needs clear pricing, strong scope management and better client alignment. Join firm leaders May 28-29 in Kansas City for practical discussion on pricing models, profitability and delivery. Learn more: boomer.com/caasc #CAS #AccountingFirms #Pricing
31