Boomer Consulting @ThinkPlanGrow
Guiding CPA Firms to Growth, Sustainable Success and Innovation boomer.com Kansas City Joined March 2009-
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Client onboarding can set the tone for the whole relationship. Boomer CAAS Circles peers are sharing how firms can reduce friction, clarify scope and improve handoffs. Read here: boomer.link/hni #CAAS #AccountingFirms
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Strategic planning should create clarity, not just another document. Get the tip sheet: boomer.link/t23 Learn More: boomer.com/sp Schedule a Discovery Call: boomer.link/dht #StrategicPlanning #AccountingFirms
Top client relationships need more than strong service. Jon Hubbard: “we need to be able to have truly high-level services for those A-level clients” Listen here: boomer.link/vbu
“AI transformation is not a technology project. It is a leadership project.” — Gary Boomer For firm leaders, AI progress starts with ownership, direction and people. Learn more: boomer.link/363 #AI #Leadership
CAAS leaders recently came together to share what is working in onboarding, scope management, pricing, and AI. The new highlights turn peer discussion into practical next steps. Read here: boomer.link/7pc #CAAS #AccountingFirms
AI is not just changing audit work. It is pushing firms to rethink process, pricing and talent. Jim Boomer: “technology and AI are going to require a transformation of the business model” Listen here: boomer.link/70o #Audit #AI #Accounting
Firm leaders need space to generate ideas, talk through innovation and bring practical steps back to their teams. Lauren Smith of Abacus! shared that value through Boomer Talent Circle. Learn more: boomer.com/tc #BoomerCircles #Talent #AccountingFirms
Experienced peers help make the conversation stronger. Sean Smith, Chief Marketing Officer, Schneider Downs, values Boomer for “the seniority of the people who are involved.” Learn more: boomer.com/mbdc #BoomerCircles #AccountingMarketing
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
Audit leaders recently discussed how scheduling affects capacity, development and burnout risk inside the Boomer Audit Leader Circle. Read here: boomer.link/hni #AuditLeadership #BoomerCircles
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
Jon Hubbard recommends 1500 Coaching Questions by Sean McPheat because it helps him prepare for conversations with clients and teams. “Having great questions is often better than having the right answer.” Take a look: amzn.to/4fiUpC5
Derek Olsen recommends The War of Art by Steven Pressfield. “Fear doesn't go away. The warrior and the artist live by the same code of necessity, which dictates that the battle must be fought anew every day.” Read more: amzn.to/4e0GChn
Tax leaders recently came together to discuss AI, advisory capacity and the pressure of the traditional busy season model. Read here: boomer.link/hni #TaxLeadership #BoomerCircles
AI can help firms move faster, but client data still needs protection. John Carley of Cetrom notes, “Accounting firms are being told to adopt AI and to protect client data…” Learn more: boomer.link/mca #AccountingFirms #AI #DataProtection
Change fatigue grows when people feel change is happening to them. Jim Boomer: “if we pause, we're gonna get passed by.” The shift is to make individuals part of the change. Listen here: boomer.link/slv #ChangeManagement #FirmLeadership
“The dashboard factory served our profession well for decades. But the decision window is closing.” — Gary Boomer CPA firms need faster paths from data to client action. Read here: boomer.link/ecq #AccountingTechnology #AI
Managing partners need clarity as firm priorities shift. New Boomer Managing Partner Circle highlights share what peers are discussing and applying now. Learn more: boomer.link/bgk #AccountingLeadership
Growth is available for many firms. The question is whether the structure can support it. Jon Hubbard: “how are we structuring our organization to properly support that growth.” Listen here: boomer.link/slv #FirmGrowth #Accounting
New managing partners often face questions that feel bigger when handled alone. Michelle Crow of Varney & Associates shares how Boomer Circles helped her see other leaders face similar challenges. Learn more: boomer.com/mpc #AccountingLeadership #BoomerCircles
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