Boomer Consulting, Inc.

10/29/2026

The Managing Partner Circle meets November 3–4 in Kansas City. Discover how this peer community helps accounting firm leaders navigate change and drive growth.

Balancing daily demands with long-term priorities isn't easy. Connecting with peers who share those challenges brings valuable perspective and practical solutions.

This meeting will explore how AI is reshaping talent development and succession planning, along with new ways to measure firm success. Participants will exchange ideas and identify strategies to bring back to their firms.

Learn more about the Managing Partner Circle: https://www.boomer.com/mpc

10/29/2026

“The ability to connect marketing investment to meaningful business outcomes is increasingly important when communicating with firm leadership.”

That idea came through in the latest Marketing & Business Development Circle meeting, where peers compared ways to connect campaigns and pipeline activity with revenue.

Reporting activity is one thing. Showing where it contributes to growth is another.

The insights shared by members offer a starting point: identify the outcomes leadership values, then examine what your current reporting misses.

Explore more: https://boomer.link/f58906

10/28/2026

Operations leaders recently came together at the Boomer Operations Circle to explore how firms measure success as technology and AI change the way work gets done.

Billable hours remain familiar, but they don't always capture the full value delivered to clients or the profitability behind the work.

Peers shared approaches ranging from changing revenue forecasting methods to exploring subscription billing. Their newly released insights offer practical ideas for rethinking performance measures at your firm.

Explore highlights: https://boomer.link/cwv

10/28/2026

Keeping up with software updates is one part of evaluating technology. Considering their relevance to your firm is another.

SoftwareClarity brings together accounting technology insights, software updates and practical guidance for exploring solutions.

We’re here to help you build your understanding and ask useful questions as you consider your options. Follow along.

Follow here: https://www.instagram.com/scbyboomer

10/28/2026

Arianna Campbell writes: “You can’t hold people accountable for something they interpret differently.”

When leaders discuss accountability, the conversation often centers on missed deadlines or incomplete initiatives. But the real challenge may begin with how expectations are communicated.

Without a shared understanding of success, even capable teams can struggle to deliver consistent results. Before introducing another dashboard or performance measure, define the outcome, establish clear ownership and agree on what success looks like.

Accountability starts with clarity, not additional oversight.

Explore Arianna Campbell's approach to strengthening accountability across your firm: https://boomer.link/1bo

Accountability isn't about adding more meetings, dashboards or deadlines. It's about creating clarity, assigning ownership and ensuring people have the authority to deliver. Discover practical ways accounting firm leaders can identify accountability gaps, align expectations and build consistent foll...

10/27/2026

Learning alongside peers can give you fresh perspective on the challenges facing your firm.

For Gabe Grzeskiewicz, Partner, Director of Information Systems at Porte Brown LLC, that starts with people “who want to see you succeed,” and a willingness to share what they know.

Boomer Circles bring that experience into peer discussions where you can ask questions, compare approaches and consider your next steps. Explore the community through a discovery call to learn how participation could support your growth.

Learn more: https://www.boomer.com/cio

10/27/2026

What can a healthy forest teach us about growing the next generation of leaders?

Walk through a forest and you'll see mature trees providing stability and protection alongside young saplings representing renewal and the future. Accounting firms need that same balance between established leaders and emerging talent.

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

That means creating the conditions where leadership can take root. Connect experienced and emerging leaders, encourage the exchange of wisdom and give people meaningful opportunities to develop their own judgment and confidence.

Explore how to cultivate leadership by choice, not by chance: https://boomer.link/7wj

Leadership capacity doesn’t appear when you suddenly need it. Learn how to build an environment where established and emerging leaders grow intentionally, knowledge transfers across generations, and leadership development becomes part of how work gets done.

10/27/2026

Your firm’s strategy should do more than sit in a document.

It should help your people understand direction, make better decisions and build momentum around the work that matters most. That starts with alignment, but it depends on clear ownership, consistent follow-through and measurement that supports your priorities.

“Even the best strategy fails without execution.”

Use the Guide to Strategic Planning to build alignment around your vision, focus your strategy and create the discipline needed to execute.

👉 Get the Guide to Strategic Planning: https://boomer.link/1f4c35
👉 Learn More: https://www.boomer.com/sp
🔗 Schedule a Discovery Call: https://boomer.link/dht

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10/26/2026

Developing advisory skills takes more than technical training. As AI changes how work gets done, firms are finding new ways to help team members build the judgment and confidence needed to advise clients.

At the recent Boomer Learning & Development Circle meeting, peers shared approaches ranging from bite-sized consulting lessons to case-based training and immersive advisory programs.

These newly released highlights offer practical ideas you can adapt to help your people develop skills that support your firm's future.

Explore highlights: https://boomer.link/ius

10/26/2026

AI is helping accounting firms complete audits more efficiently. But are clients experiencing more value as a result?

Research from Inflo involving 2,000 U.S. businesses reveals that clients want more than faster audits. They're looking for meaningful insights, less disruption and stronger collaboration with their auditors.

Join Jim Boomer, along with Maximus Belmega and Alexandra Papoutsis, CPA, from Inflo Limited on October 28 as we explore how audit firms can move beyond efficiency to create greater client value through technology, data and professional judgment.

Discover how a value-led approach can strengthen client relationships and support sustainable firm growth.

Register here: https://boomer.link/m7a