Guiding CPA Firms to Growth, Sustainable Success and Innovation
Kansas City
Joined March 2009
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Before your next leadership meeting, make sure you're caught up.
The Boomer Bulletin keeps you informed with the latest articles, industry trends, events and resources designed for accounting firm leaders.
Subscribe today: boomer.com/bb-subscribe
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A busy growth team isn't the same as an effective one. Heather Robinson notes, “The technology is improving quickly, but the real shift is cultural.” Measure outcomes, not just activity.
Read here: boomer.link/z3a
#FirmGrowth #CRM
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Shape peer learning around your priorities.
Jennifer Kircher, Firm Administrator, Gelman LLP, values Boomer Circles asking: “what would you like to hear for the next time you're coming?”
Learn more: boomer.com/oc
#BoomerCircles
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“What we built 16 or 18 months ago isn’t perfect anymore. But it’s a great foundation, and we want to keep improving it.” — Ryan Gregory
Strong processes create a foundation for continuous improvement.
Learn more: boomer.link/l9f
#ProcessImprovement #Capacity
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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
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 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
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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
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Your firm has its own priorities. Your technology research should reflect them.
Stay informed about accounting technology while you consider what deserves a closer look.
Sign up: boomer.link/rxc #FirmLeadership #CPA
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Faster tax research is only part of AI's value. How can firms turn that time into advisory opportunities?
Join Jon Hubbard and Brandon Allfrey of CPA.com on Nov. 10 to explore AI-enabled workflows.
Register: boomer.link/wpn
#TaxAdvisory #AI
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If you're looking for practical ideas—not just headlines—the Boomer Bulletin is built for you.
Each issue features actionable insights from Boomer consultants, new resources and opportunities to help your firm stay ahead.
Subscribe here: boomer.com/bb-subscribe
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“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
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Features are part of software evaluation. So are the questions behind them.
Get practical guidance for researching accounting technology and software solutions.
Subscribe: boomer.link/rxc
#SoftwareEvaluation #FirmLeadership
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Automation is changing how accounting professionals learn.
Jim Boomer: “don't try to figure it all out before you move.”
Start evolving your training now.
Learn more: youtu.be/2C8t5cBHcoE
#Accounting #TalentDevelopment
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Thank you, Abacus, for supporting the upcoming Boomer Technology Circles! Your AI-powered tax preparation technology connects to peer discussions on smarter workflows, efficiency, and IT strategy.
Learn about the Circle: boomer.com/btc
#TaxAutomation #BTC
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Thank you, CygnusAI, for sponsoring the upcoming Boomer Technology Circles! Your focus on connected systems and automation adds perspective to peer discussions on IT strategy and efficiency.
Learn about the Circle: boomer.com/btc
#AccountingTech #BTC
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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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