Guiding CPA Firms to Growth, Sustainable Success and Innovation

Kansas City
Joined March 2009
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
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Researching accounting software? Add SoftwareClarity to your information sources for practical evaluation guidance and technology updates. Stay informed: boomer.link/rxc #AccountingTechnology #Software
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Strong plans align people, priorities, and execution. Get the tip sheet: boomer.link/t23 Learn More: boomer.com/sp Schedule a Discovery Call: boomer.link/dht #FirmLeadership #Strategy
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Want accounting technology information delivered directly to your inbox? Follow software developments, explore evaluation considerations, and keep your research moving. Get updates: boomer.link/rxc #AccountingTech #CPA
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Day 1 of the Audit Leader Circle is almost a wrap in Kansas City! From rethinking performance beyond billable hours to sharing real-world wins, our members brought great ideas to the table. Thanks to everyone for the collaboration! Learn more: boomer.com/alc
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What if the right HR structure starts with the work, not the headcount? Talent Circle peers are rethinking roles and capacity for strategic impact. Read here: boomer.link/jv6 #HRStrategy #TalentLeadership
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AI adoption doesn't guarantee AI readiness. “Attendance confirms a training session happened.” — Caseware Measure what happens at the desk, not who showed up to training. Read here: boomer.link/365 #AIReadiness #AccountingTechnology
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Partners agree on strategy, but execution can stall. Boomer Talent Circle peers recently shared how training improves alignment and accountability. Read here: boomer.link/ueh #FirmLeadership
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Build better questions into your software evaluation. SoftwareClarity offers practical accounting technology insights and ideas for exploring your options. Follow here: xitter.cf/SCbyBoomer #AccountingTechnology
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What's changing in accounting? Which technologies matter? What strategies are successful firms putting into practice? Find out in the Boomer Bulletin. Subscribe and get the latest insights delivered to your inbox each month. boomer.com/bb-subscribe
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Find peers who understand your leadership challenges. “it's always thought provoking.” Fancher Sargent, CSR CPAs, on sharing ideas in Boomer Circles. Learn more: boomer.com/mpc #Leadership
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“Their ability to listen really stood out.” — Ryan Gregory Boomer Consulting helped Sorren turn many perspectives into one shared process framework across 30 offices. Read here: boomer.link/l9f #ProcessConsulting #Accounting
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For firms evaluating infrastructure, security, compliance or IT scalability, Netgain is one solution worth exploring in the SoftwareClarity marketplace. See the profile: boomer.link/xpc
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Could AI-driven efficiency create pricing pressure for audit firms? On October 28, join Boomer and Inflo to explore value-led technology adoption and opportunities for sustainable growth. Register: boomer.link/m7a #AccountingTechnology #FirmGrowth
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Your firm has the data. How can AI make it more useful? Oct. 23: Join Marc from Boomer Consulting, Dave Wyle, Barry Brown & Pete Miele of @qount_io to explore smarter KPIs and decisions. Register: boomer.link/eq1 #AccountingTech #AI
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