Boomer Consulting, Inc.

Innovation doesn’t start with ideas. It starts with structure. In the Innovation Workshop at the Boomer CIO Circle Fall Meeting, members collaborated on how to vet ideas, manage resources, and build better feedback loops to support firm-wide innovation. Check out the highlights: https://boomer.link/m6k #Innovation #LeadershipDevelopment #AccountingFirms #BoomerCircle

Are your firm’s marketing and business development efforts built for the future? Take 2 minutes to find out. The Marketing & Business Development Circle Readiness Assessment will show where your strategy stands and how to accelerate firm growth. Start here: https://boomer.link/75q

Innovation in client advisory thrives when collaboration is at the center. A big thank you to Zoho, CPA.com, Rightworks, and Digits for sponsoring the CAAS Circle Fall Meeting in Kansas City. Your partnership supports conversations that help firms elevate advisory services, embrace new technology, and deliver greater value to clients. 👉 Learn more about the CAAS Circle here: https://boomer.com/caasc #BoomerCircle #CAAS #ClientAdvisory #AccountingInnovation

We believe the power of community helps leaders grow faster than going it alone. Our new Tax Leader Circle, provides a space to collaborate with peers who understand the pressures of tax leadership—balancing technical demands, client expectations, and the need to innovate. Together, you’ll exchange ideas, challenge assumptions, and chart a path forward. 📍 Join Us: April 30 - May 1, 2026 | Kansas City, MO 👉 Learn More: boomer.com/tlc 🔗 Schedule a Discovery Call: https://boomer.link/dht This isn’t just another group. It’s a professionally facilitated space designed to help you lead better and move your firm further.

Technology Should Work for You—Not Create More Work Firms often invest in new tech but don’t adjust their processes to match. The result? A digital version of the same inefficiencies. The real impact comes when you integrate technology with smart process design—automating workflows, reducing bottlenecks, and creating real capacity for growth. Learn more: https://hubs.la/Q03fbQ4P0 #AccountingTech #WorkflowAutomation

Firms succeed when leaders lead with purpose. The most effective leaders are fostering accountability, clarity, and collaboration. They are creating environments where people grow and firms thrive. Explore how firms are developing leadership that drives results. 📖 Learn more: https://boomer.link/f92 ⚙️ #LeadershipDevelopment #AccountingLeadership #BoomerCircleSummit

The Process Circle Fall Meeting is underway in Kansas City. Today, members are diving into conversations on centralization trends, AI-driven process improvements, and how to evaluate the right solution providers for their firms. This community is all about sharing what works, challenging the status quo, and taking actionable ideas back to their teams. Learn more about joining the Process Circle: www.boomer.com/pc

Innovation doesn’t start with ideas. It starts with structure. In the Innovation Workshop at the Boomer CIO Circle Fall Meeting, members collaborated on how to vet ideas, manage resources, and build better feedback loops to support firm-wide innovation. Check out the highlights: https://boomer.link/m6k #Innovation #LeadershipDevelopment #AccountingFirms #BoomerCircle

Attracting and retaining top talent is one of the biggest challenges firms face today. The good news? You don’t have to figure it out alone. In her article, Future-Ready Talent Strategies: Insights from the Boomer Circle Summit, Heather Robinson shares how firms can strengthen recruitment, development, and retention practices to stay competitive. 👉 Read the full article here: https://boomer.link/2z7 #TalentStrategy #FutureReadyFirms #BoomerCircleSummit

💡 Fresh ideas can come from anywhere — and in the Managing Partner Exchange, they come straight from firm leaders. In this segment of the Boomer Briefing Podcast, hosts Jim Boomer and Marc Staut share highlights from the latest Managing Partner Circle meeting, where members presented tools and insights driving real results. From automating client accounting services to improving hiring, client qualification, and employee readiness, the exchange delivered practical takeaways every firm can use. 🎧 Listen to the full episode: boomer.link/luw 📅 Explore membership: boomer.link/366db4 #BoomerBriefing #ManagingPartners #AccountingLeadership #FirmStrategy