Guiding CPA Firms to Growth, Sustainable Success and Innovation
Kansas City
Joined March 2009
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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
“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
AI can improve efficiency, but how will future leaders develop judgment?
MYCPE ONE reminds us: “Simply providing access to AI tools isn't enough.”
Build skills alongside technology.
Learn more: boomer.link/6cx
#Accounting #AI
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
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
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
Partner agreement is a starting point, not the finish line.
Talent leaders are exploring how to turn decisions into consistent leadership across the firm.
Learn more: boomer.link/jv6
#TalentStrategy #AccountingLeadership
Thank you to Pacific Accounting & Business Services for sponsoring The Boomer CAAS Circle Fall Meeting.
Members will discuss capacity and onboarding. PABS provides outsourced accounting services that help CPA firms expand capacity.
Learn: boomer.com/caasc #CAAS
Faster audits don't always mean greater client value.
Join Boomer and Inflo on October 28 to explore how AI, data and professional judgment can strengthen client relationships.
Register: boomer.link/m7a
#AuditInnovation #AI
Thank you to Madras Accountancy for sponsoring The Boomer CAAS Circle Fall Meeting.
Members will discuss onboarding, talent and capacity.
Madras provides customized staffing and accounting solutions for CPA firms.
Learn more: boomer.com/caasc #CAAS
Thank you, Caseware, for sponsoring The Boomer Audit Leader Circle Fall Meeting!
Your support will help audit leaders share ideas on technology, advisory opportunities, and firm innovation.
Learn about the Circle: boomer.com/alc
#AuditInnovation
Thank you, Wolters Kluwer Tax & Accounting, for sponsoring The Boomer Audit Leader Circle Fall Meeting!
Your support will help audit leaders explore performance, advisory growth, and peer collaboration.
Learn about the Circle: boomer.com/alc
#AuditLeadership
Thank you to GR8 Global for sponsoring The Boomer CAAS Circle Fall Meeting.
Members will discuss talent and firm performance.
GR8 Global helps accounting firms build offshore teams across tax, audit, accounting and operations.
Learn more: boomer.com/caasc
Thank you to Qount for sponsoring The Boomer CAAS Circle Fall Meeting.
Members will explore AI, automation and scalable workflows.
Qount offers an AI-native practice management platform designed to bring firm workflows into one system.
Learn: boomer.com/caasc
Thank you to CPA.com for sponsoring The Boomer CAAS Circle Fall Meeting. Members will explore performance, technology.
CPA.com connects firms with technology, resources and strategies for the digital age.
About: boomer.com/caasc
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
What is changing across accounting software and platforms?
Stay connected to developments that may be relevant to your firm with the SoftwareClarity newsletter.
Get updates: boomer.link/rxc #AccountingTechnology #FirmLeadership
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
The accounting profession doesn't slow down—and neither should you.
Each month, the Boomer Bulletin delivers practical insights, upcoming events, new resources and the trends shaping future-ready firms.
Subscribe today: boomer.com/bb-subscribe
“Even the best strategy fails without execution.” Use the guide to connect priorities, ownership and follow-through across your firm.
👉 Get the Guide: boomer.link/1f4c35
👉 Learn More: boomer.com/sp
🔗 Schedule: boomer.link/dht
#FirmLeadership
