Boomer Consulting

Guiding CPA Firms to Growth, Sustainable Success and Innovation

[Boomer Consulting @ThinkPlanGrow]

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: https://t.co/DwJTX8e6hF
#Accounting #Talent

[Boomer Consulting @ThinkPlanGrow]

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: https://t.co/dYZ8VtdGMW
#CPAfirm #Leadership

[Boomer Consulting @ThinkPlanGrow]

Marc Staut is excited to be speaking at AICPA Engage, June 8-11, on agentic AI and what it means for CPA firms.

Join him to explore practical AI pilots, risk guardrails and workflow opportunities firms.

Register: https://t.co/DUe2yoIpP6
#ENGAGE26 #AICPAENGAGE

[Boomer Consulting @ThinkPlanGrow]

Workforce planning is changing for firms.

“You have so many different elements here.” - Jim Boomer

Hiring is still part of the picture, but so are contractors, outsourcing, automation and AI.

Listen here: https://t.co/apY0ZGvCuC
#TalentStrategy #AccountingFirms

[Boomer Consulting @ThinkPlanGrow]

“Sequencing over stacking.” — Jacqueline Lombardo

Too many firm initiatives at once can drain focus and morale. The path forward is not less progress. It is better pacing.

Read here: https://t.co/nRHTR91Cf5
#FirmLeadership #Accounting

[Boomer Consulting @ThinkPlanGrow]

Technology is changing the math for firms.

“There's going to be a forced change here when our business model is rate times hour,” Jim Boomer said.

The next step: rethink pricing and value.

Listen here: https://t.co/XNXaHyDgJT
#AccountingFirms #Leadership

[Boomer Consulting @ThinkPlanGrow]

Tax and audit leaders are navigating AI, staffing, capacity, and service changes while trying to stay proactive.

Learn more:
👉 Tax Leader Circle: https://t.co/17HEphwpcL
👉 Audit Leader Circle: https://t.co/17HEphwpcL
🔗 Schedule a Discovery Call: https://t.co/ZTPd13fZdG

[Boomer Consulting @ThinkPlanGrow]

Recently, Marketing & Business Development Circle members shared how firms are rethinking roles, structure and growth ownership as expectations evolve.

Read here: https://t.co/RBpy9HwGis
#AccountingMarketing #BoomerCircles

[Boomer Consulting @ThinkPlanGrow]

Accounting firms need scalable L&D without adding more strain to their teams. LCvista Plus helps support learners, manage credentials and track readiness.

“talent development is the key to staying ahead of their competitors.”

Learn more: https://t.co/ZVnPjrErqB

[Boomer Consulting @ThinkPlanGrow]

Process leaders recently met in the Boomer Process Circle to discuss AI-first culture, technology-enabled scale, and smarter tool decisions.

Read here: https://t.co/ePdGJObAVF
#BoomerProcessCircle #AccountingFirms

[Boomer Consulting @ThinkPlanGrow]

Thank you https://t.co/Utkn6BeJmy for sponsoring The Boomer CAAS Circle Spring Meetings.

Your partnership supported peer networking, firm project sharing, real-time problem solving, and action planning.

Learn about the Circle: https://t.co/LgJtP62UsY
#CAS

[Boomer Consulting @ThinkPlanGrow]

Thank you Wolters Kluwer for sponsoring The Boomer CAAS Circle Spring Meetings.

Your support helped leaders focus on trends, onboarding, pricing, peer learning, and advisory growth.

Learn about the Circle: https://t.co/LgJtP62UsY
#CAS #Advisory

[Boomer Consulting @ThinkPlanGrow]

Thank you Basis for sponsoring The Boomer CAAS Circle Spring Meetings.

Your support helped CAAS leaders discuss AI use, governance, security, workflows, and team readiness.

Learn about the Circle: https://t.co/LgJtP62UsY
#CAS #AI

[Boomer Consulting @ThinkPlanGrow]

Thank you SysCloud for sponsoring The Boomer CAAS Circle Spring Meetings.

Your partnership supported discussions on AI strategy, governance, technology trends, and firm operations.

Learn about the Circle: https://t.co/LgJtP62UsY
#CAS #AccountingTech

[Boomer Consulting @ThinkPlanGrow]

Thank you Intuit for sponsoring The Boomer CAAS Circle Spring Meetings.

Your support helped leaders explore growth, client experience, modern pricing, AI adoption, and 2026 firm trends.

Learn about the Circle: https://t.co/LgJtP62UsY
#CAS #Advisory

[Boomer Consulting @ThinkPlanGrow]

Thank you IRIS Software Group for sponsoring The Boomer CAAS Circle Spring Meetings.

Your support helped CAAS leaders discuss 2026 trends, AI, pricing, onboarding, and peer-led firm growth.

Learn about the Circle: https://t.co/LgJtP62UsY
#CAS #Advisory

[Boomer Consulting @ThinkPlanGrow]

Firms are rethinking how work gets done as capacity pressures grow.

“The era of the autonomous firm has arrived.” - Canopy

A shift toward smarter workflows is already underway.

Learn more: https://t.co/I80wCtDJBm
#AccountingInnovation

[Boomer Consulting @ThinkPlanGrow]

L&D is becoming more strategic inside firms.

Arianna Campbell said, “we really aren't seeing advisory just happen externally.”

Internal advisory starts with helping people learn what matters most.

Listen here: https://t.co/WkuXy3lEjY
#LearningAndDevelopment #Leadership

[Boomer Consulting @ThinkPlanGrow]

Leaders want progress, but teams need capacity to make it stick.

Jacqueline Lombardo notes, “Every new initiative creates invisible work.”

Lead change with sequence and support.

Learn more: https://t.co/nRHTR91Cf5
#ChangeManagement #Accounting

[Boomer Consulting @ThinkPlanGrow]

Informal workforce planning can break down as firms grow.

“Our growth goals don’t align with our current talent pipeline.”

Download the resource to see how peer conversations create clearer direction.

Read here: https://t.co/RBpy9HwGis
#FirmGrowth #WorkforcePlanning