Guiding CPA Firms to Growth, Sustainable Success and Innovation
Joined March 2009
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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
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Erin McCormick’s pick is the Embroidered Pocket Notebook for Women. It is small, easy to carry, and perfect for capturing personal and professional thoughts on the go.
“I always have my small notebook/journal with me in my purse.”
Take a look: amzn.to/4nmaEAk
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Dashboards work best when they guide action, not just track activity.
Jon Hubbard notes, “Not every measurable item deserves dashboard space.”
Learn more: boomer.link/a8ce2a #KPIs #Accounting
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Growth roles are changing, and peers in the Marketing & Business Development Circle are sharing what they are learning from active participation.
Learn more: boomer.link/hni
#BusinessDevelopment #FirmGrowth
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Erin Shively recommends Orbiting the Giant Hairball by Gordon McKenzie for anyone looking to protect creativity and original thinking at work.
“It’s a quick, insightful read."
Take a look: amzn.to/4wlTXJD
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One-off tech decisions can solve today’s issue and create tomorrow’s complexity.
Marc Staut writes, “Each decision makes sense in isolation, but collectively they compound your architecture problem.”
Read here: boomer.link/s03
#TechStrategy #AccountingFirms
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Audit leaders recently came together in the Boomer Audit Leader Circle to share new insights on AI, workflow modernization, and leading teams through change.
Read here: boomer.link/cpk
#AuditLeadership #BoomerCircles
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AI agents become clearer when leaders see how peers are applying them.
Jim Boomer: “Now I'm thinking of all kinds of ways I could build an agent there.”
Listen here: boomer.link/hxu
#AccountingFirms #AI
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AI is changing how prospects choose firms. Heather Robinson explains, “the game is no longer about visibility. It’s about being chosen.”
Learn more: boomer.link/3gq #AccountingMarketing #AI
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Peer conversations can help firm leaders find practical ideas faster.
Frank shared that partners at the Tax Leader Circle offered solutions, lessons learned, & perspective “in the first hour.”
📍 Join Us: Nov 5-6, 2026 | Kansas City, MO
👉 Learn More: boomer.com/tlc
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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
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Innovation isn’t optional—it’s expected.
The Audit Leader Circle gives you the space, tools & relationships to transform your practice & stay ahead.
📍 Oct 22-23, 2026 | Kansas City
🔗 boomer.link/4u8
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AI is reshaping tax work. As the Boomer Tax Leader Circle highlights note, “AI is compressing the time it takes to do compliance work.”
Read here: boomer.link/ld0
#TaxLeadership #AIinAccounting
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⚠️ Warning: Clicking this link may result in purchasing multiple books.
Our team shared some of their favorite reads, and we turned them into a curated recommendation page for fellow lifelong learners.
See what's on our bookshelf: boomer.com/books
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Operational benchmarks are only useful when firms know what they’re comparing.
Jim Boomer said, “are we measuring apples to apples?”
Hear how the Operations Circle explored firm ratios and better questions for leaders.
Listen here: boomer.link/slv
#FirmOperations
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Change fatigue is not always resistance.
Jacqueline Lombardo explains, “A successful rollout is not adoption.”
Support your managers before the next launch.
Learn more: boomer.link/rdd
#CPA #Leadership
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Recently, Operations Circle members shared how firms are turning scattered SOPs into clearer systems that support people, processes, and AI readiness.
Read here: boomer.link/hni
#BoomerCircles #FirmOperations
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Peers in the Boomer Process Circle shared how structured process design can help firms connect strategy to daily execution.
Learn more: boomer.link/7kf
#ProcessImprovement #FirmLeadership
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The future of accounting is being shaped right now.
Skills are shifting. Expectations are rising. The gap is real.
“Technology alone will not close the gap. Leadership and talent will.” — Gary Boomer
Read here: boomer.link/f2b
#Accounting #Talent
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Recently, Boomer Managing Partner Circle peers shared practical insight on AI, metrics, talent and client experience. Use the new highlights to learn, connect and apply.
Read here: boomer.link/bgk
#CPAfirm #Leadership
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