Boomer Consulting

Guiding CPA Firms to Growth, Sustainable Success and Innovation

[Boomer Consulting @ThinkPlanGrow]

Day 1 of the Audit Leader Circle is almost a wrap in Kansas City!
From rethinking performance beyond billable hours to sharing real-world wins, our members brought great ideas to the table.
Thanks to everyone for the collaboration!

Learn more: https://t.co/Ozv8eyLiNZ

[Boomer Consulting @ThinkPlanGrow]

We're excited to share that SoftwareClarity was nominated for CPA Practice Advisor's 2026 Innovation Awards! 🎉

🏆https://t.co/gBvzTNY4Hj

Explore SoftwareClarity: https://t.co/2VrlxV42S3

#SoftwareClarity #AccountingTechnology #InnovationAwards

[Boomer Consulting @ThinkPlanGrow]

What if the right HR structure starts with the work, not the headcount?

Talent Circle peers are rethinking roles and capacity for strategic impact.

Read here: https://t.co/163kkKnZj1
#HRStrategy #TalentLeadership

[Boomer Consulting @ThinkPlanGrow]

AI adoption doesn't guarantee AI readiness.

“Attendance confirms a training session happened.” — Caseware

Measure what happens at the desk, not who showed up to training.

Read here: https://t.co/StixBFrS8S
#AIReadiness #AccountingTechnology

[Boomer Consulting @ThinkPlanGrow]

What are employees telling AI that they aren't telling HR?

Jacqueline Lombardo highlights why firms need to understand AI conversation privacy, retention and access.

Learn more: https://t.co/ZXyPa2s3zt
#AIgovernance #AccountingFirms

[Boomer Consulting @ThinkPlanGrow]

Partners agree on strategy, but execution can stall. Boomer Talent Circle peers recently shared how training improves alignment and accountability.

Read here: https://t.co/VCc0UiAUdE
#FirmLeadership

[Boomer Consulting @ThinkPlanGrow]

Build better questions into your software evaluation. SoftwareClarity offers practical accounting technology insights and ideas for exploring your options.

Follow here: https://t.co/IZGmedXmwd
#AccountingTechnology

[Boomer Consulting @ThinkPlanGrow]

What's changing in accounting? Which technologies matter? What strategies are successful firms putting into practice?

Find out in the Boomer Bulletin.

Subscribe and get the latest insights delivered to your inbox each month.

https://t.co/c5695pWSWG

[Boomer Consulting @ThinkPlanGrow]

A healthy forest needs mature trees and young saplings. Your firm needs both, too.

“The opportunity is to create an environment in which all of them can grow.” — Bart Nichols

Learn more: https://t.co/YRQbGzorwo
#Leadership #TalentDevelopment

[Boomer Consulting @ThinkPlanGrow]

Find peers who understand your leadership challenges.

“it's always thought provoking.” Fancher Sargent, CSR CPAs, on sharing ideas in Boomer Circles.

Learn more: https://t.co/rjIf5tzbHi
#Leadership

[Boomer Consulting @ThinkPlanGrow]

“Their ability to listen really stood out.” — Ryan Gregory

Boomer Consulting helped Sorren turn many perspectives into one shared process framework across 30 offices.

Read here: https://t.co/11nw64tTOS
#ProcessConsulting #Accounting

[Boomer Consulting @ThinkPlanGrow]

AI can improve efficiency, but how will future leaders develop judgment?

MYCPE ONE reminds us: “Simply providing access to AI tools isn't enough.”

Build skills alongside technology.

Learn more: https://t.co/pveTTLjWGm
#Accounting #AI

[Boomer Consulting @ThinkPlanGrow]

For firms evaluating infrastructure, security, compliance or IT scalability,

Netgain is one solution worth exploring in the SoftwareClarity marketplace.

See the profile: https://t.co/Nrz7gjBhsb

[Boomer Consulting @ThinkPlanGrow]

Could AI-driven efficiency create pricing pressure for audit firms?

On October 28, join Boomer and Inflo to explore value-led technology adoption and opportunities for sustainable growth.

Register: https://t.co/zFOMoYZCYW
#AccountingTechnology #FirmGrowth

[Boomer Consulting @ThinkPlanGrow]

Your firm has the data. How can AI make it more useful?

Oct. 23: Join Marc from Boomer Consulting, Dave Wyle, Barry Brown & Pete Miele of @qount_io to explore smarter KPIs and decisions.

Register: https://t.co/7I8qMrLugO
#AccountingTech #AI

[Boomer Consulting @ThinkPlanGrow]

Partner agreement is a starting point, not the finish line.

Talent leaders are exploring how to turn decisions into consistent leadership across the firm.

Learn more: https://t.co/163kkKnZj1
#TalentStrategy #AccountingLeadership

[Boomer Consulting @ThinkPlanGrow]

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: https://t.co/LgJtP62UsY #CAAS

[Boomer Consulting @ThinkPlanGrow]

Faster audits don't always mean greater client value.

Join Boomer and Inflo on October 28 to explore how AI, data and professional judgment can strengthen client relationships.

Register: https://t.co/zFOMoYZCYW
#AuditInnovation #AI

[Boomer Consulting @ThinkPlanGrow]

Thank you to Madras Accountancy for sponsoring The Boomer CAAS Circle Fall Meeting.

Members will discuss onboarding, talent and capacity.

Madras provides customized staffing and accounting solutions for CPA firms.

Learn more: https://t.co/LgJtP62UsY #CAAS

[Boomer Consulting @ThinkPlanGrow]

Thank you, Caseware, for sponsoring The Boomer Audit Leader Circle Fall Meeting!

Your support will help audit leaders share ideas on technology, advisory opportunities, and firm innovation.

Learn about the Circle: https://t.co/Ozv8eyLiNZ
#AuditInnovation