Guiding CPA Firms to Growth, Sustainable Success and Innovation

Kansas City
Joined March 2009
Grow through peers “who want to see you succeed,” says Gabe Grzeskiewicz, Partner, Director of Information Systems at Porte Brown LLC. Bring your questions to Boomer Circles. Learn more: boomer.com/cio #Accounting
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Thank you, Canopy, for sponsoring the Boomer Process Circle Fall Meeting! Your practice management solutions support our upcoming conversations on tax resources and firm efficiency. Learn about the Circle: boomer.com/pc #PracticeManagement
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Strategic planning should create clarity, not just a document. Use the guide to align your vision, focus priorities and build execution discipline. 👉 Get the Guide: boomer.link/1f4c35 👉 Learn More: boomer.com/sp 🔗 Schedule: boomer.link/dht
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Thank you, HubSync, for sponsoring the Boomer Process Circle Fall Meeting! Your focus on automation supports our upcoming discussions on change, workflows, and peer collaboration. Learn about the Circle: boomer.com/pc #AccountingInnovation
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Thank you, Karbon, for sponsoring the Boomer Process Circle Fall Meeting! Your focus on connected workflows supports our upcoming discussions on change and firm efficiency. Learn about the Circle: boomer.com/pc #ProcessImprovement
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What evidence work can AI handle, and where should people step in? Join Jim Boomer and @Suralink on Nov. 19 to explore AI-assisted evidence workflows and human validation. Register: boomer.link/v18 #AIinAccounting #FirmEfficiency
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As AI changes how work gets done, building advisory judgment matters. Learning & Development Circle peers recently shared practical training approaches in newly released highlights. Read here: boomer.link/ius #AdvisorySkills #LearningDevelopment
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Evidence tracing takes valuable time. On Nov. 19, join Boomer Consulting and @Suralink to explore how agentic AI can automate document matching while keeping human judgment in the process. Register: boomer.link/v18 #AgenticAI #Accounting
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Better processes start with shared ideas. Explore change management and resource planning at the Oct. 29–30 Process Circle. Learn more: boomer.com/pc #BoomerCircles
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Researching accounting software? Add SoftwareClarity to your information sources for practical evaluation guidance and technology updates. Stay informed: boomer.link/rxc #AccountingTechnology #Software
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Strong plans align people, priorities, and execution. Get the tip sheet: boomer.link/t23 Learn More: boomer.com/sp Schedule a Discovery Call: boomer.link/dht #FirmLeadership #Strategy
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Want accounting technology information delivered directly to your inbox? Follow software developments, explore evaluation considerations, and keep your research moving. Get updates: boomer.link/rxc #AccountingTech #CPA
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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: boomer.com/alc
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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: boomer.link/jv6 #HRStrategy #TalentLeadership
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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: boomer.link/365 #AIReadiness #AccountingTechnology
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Partners agree on strategy, but execution can stall. Boomer Talent Circle peers recently shared how training improves alignment and accountability. Read here: boomer.link/ueh #FirmLeadership
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Build better questions into your software evaluation. SoftwareClarity offers practical accounting technology insights and ideas for exploring your options. Follow here: xitter.cf/SCbyBoomer #AccountingTechnology
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