Boomer Consulting, Inc.

09/08/2026

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 ex*****on.”

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

*****on

09/08/2026

Compliance can be more than a safeguard. It can help your firm make better decisions faster.

The article highlights how manual intake, conflicts searches and independence checks can create unnecessary friction when firms are trying to pursue the right clients and opportunities.

“The compliance process did not get looser. It got smarter.” — Intapp

With governed AI embedded into compliance workflows, Intapp shows how firms can maintain rigor while reducing manual work and giving teams better information at the point of decision.

Explore more:https://boomer.link/ni7

Accounting firms can’t afford to let compliance slow growth. See how governed AI can streamline client intake, conflicts clearance and risk decisions while maintaining the controls firms need to grow with confidence.

09/07/2026

Expectations shape how people grow, but they only help when everyone understands what they mean.

At the latest Boomer Learning & Development Circle meeting, members recently came together to discuss a challenge many firms face. They want stronger accountability, clearer development paths and more consistent promotion decisions, but vague language can get in the way.

As one peer concern surfaced in the discussion, “We say we want accountability, but no one agrees on what ‘good’ actually looks like.” That insight points to a practical need: leaders need shared definitions they can use in real performance, hiring and development conversations.

Clear expectations make growth easier to discuss and apply.

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

09/07/2026

The accounting profession doesn't slow down—and neither should you.

Each month, the Boomer Bulletin delivers practical insights, upcoming events, new resources and the trends shaping future-ready firms.

Subscribe today: https://www.boomer.com/bb-subscribe

09/04/2026

A strong strategic plan should do more than sit in a folder.

It should help your people understand where the firm is going, how decisions are made, and what priorities deserve focus. Without that clarity, ex*****on slows and resources get stretched.

“Even the best strategy fails without ex*****on.” That is why ownership, timelines, accountability, and regular follow-through matter.

Use the tip sheet to build alignment, focus your strategy, and create discipline around ex*****on.
👉 Get the tip sheet: https://boomer.link/t23
👉 Learn More: https://www.boomer.com/sp
🔗 Schedule a Discovery Call: https://boomer.link/dht

*****on

09/04/2026

Strong succession planning starts long before a leader decides to step back.

Heather Robinson writes, “Current leaders must name successors before a retirement forces the question, do the personal work of letting go, build the operating discipline independence requires and model the accountability a firm wants to see.”

That means developing leadership capacity continuously. Identify potential successors, create opportunities for them to grow and make transition planning part of the firm’s normal leadership conversations.

See what this means for your firm:
https://boomer.link/c98

Leadership capacity doesn’t happen by accident. Takeaways from the 2026 Boomer Circle Summit explore succession planning, independence, accountability and what leaders must build today to prepare their firms for what’s next.

09/04/2026

We’re excited about the launch of SoftwareClarity, a new resource created for the accounting profession.

Technology choices continue to expand, and professionals need an easier way to understand the marketplace before deciding which solutions deserve further evaluation.

“We wanted this to be a resource for the entire accounting profession,” Jon Hubbard explains.

SoftwareClarity brings accounting-focused software information together in one place to help make that exploration easier.

Take a closer look: https://boomer.link/xxi

Boomer Consulting announced the launch of its new SoftwareClarity platform, touted as a centralized software marketplace specifically for CPAs, available to everyone as a free resource.

09/03/2026

At the latest Boomer Operations Circle meeting, members shared what they are seeing inside their firms as technology, staffing changes, and AI reshape how knowledge is captured and used.

For firm leaders, the challenge is not just creating SOPs. It is making sure people can find the right information, trust that it is current, and apply it when processes change. Peer-to-peer learning helps leaders pressure-test ideas before they commit time and resources.

These newly released highlights show how Operations Circle members are learning from active participation, connecting around real firm challenges, and applying practical steps to make documentation more scalable.

See what peers are sharing:
https://boomer.link/hni

09/03/2026

SoftwareClarity has launched, and we’re excited to share a new resource designed to help accounting professionals navigate their technology options.

For many firms, the first challenge is simply understanding what is available. As Jim Boomer explains, “One challenge has remained constant: Firms spend too much time trying to understand what's available before they can evaluate what truly fits their needs.”

SoftwareClarity gives firms a more centralized place to begin that research and focus their attention on finding the right fit.

Learn more: https://boomer.link/xxi

Boomer Consulting announced the launch of its new SoftwareClarity platform, touted as a centralized software marketplace specifically for CPAs, available to everyone as a free resource.

09/03/2026

AI is helping firms change how work gets done. Now leaders need a clearer way to measure what those changes are producing.

Without a baseline, it can be difficult to tell whether faster work is creating more capacity, better client outcomes or stronger financial results.

“In most cases, the technology exceeds expectations. The failure came earlier, when you skipped defining what success looks like before the purchase order went through.” — Marc Staut

Defining success before making the investment gives you something meaningful to measure afterward.

Continue reading: https://boomer.link/79e

Accounting firms are investing more in AI, but many still can’t prove the return. The next challenge isn’t adoption—it’s measurement. Firm leaders need better metrics for tracking capacity returned, financial impact and client outcomes to understand what AI is actually giving back to the fir...