Boomer Consulting

Faster tax research is only part of AI's value. How can firms turn that time into advisory opportunities? Join Jon Hubbard and Brandon Allfrey of CPA.com on Nov. 10 to explore AI-enabled workflows. Register: boomer.link/wpn #TaxAdvisory #AI

At the latest Marketing & Business Development Circle, peers explored how firms appear in AI-generated answers. Their first insights raise a useful question: Is your expertise represented accurately? Learn more: boomer.link/f58906 #AISearch

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: boomer.com/caasc #CAAS

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

Thank you, Intapp, for sponsoring the Boomer Managing Partner Circle! Your partnership supports conversations on leadership, firm metrics, and growth. Learn about the Circle: boomer.com/mpc #AccountingLeadership

Join the Tax Leader Circle. Meet peers Nov. 5–6 in Kansas City to explore performance beyond billable hours and the future tax practice. Compare what works and take ideas back. Learn more: boomer.com/tlc #TaxLeadership #BoomerCircles

Thank you, MYCPE ONE, for sponsoring the Boomer Managing Partner Circle! Your support helps bring leaders together to explore AI, talent, and firm growth. Learn about the Circle: boomer.com/mpc #AccountingLeadership

Keep the technology conversation going. Accounting technology insights. Software and platform updates. Practical evaluation guidance. Subscribe: boomer.link/rxc #AccountingTech #AccountingFirms

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

Every month, we share the ideas helping accounting firms lead with confidence. ✔ Expert insights ✔ Industry trends ✔ Practical resources ✔ Upcoming webinars & events Subscribe to the Boomer Bulletin. boomer.com/bb-subscribe

“We thought we would jump right into process alignment. Instead, it took us a day just to get titles mapped out because every firm used different titles.” — Ryan Gregory Alignment starts with shared language. Learn more: boomer.link/l9f #FirmGrowth

Not every technology development will matter to your firm. Understanding what is changing can help you decide what deserves further research. Get insights: boomer.link/rxc #AccountingTech #CPA

The Managing Partner Circle meets Nov. 3–4. Connect with peers to explore AI's impact on talent and succession planning. Learn more: boomer.com/mpc #BoomerCircles #AccountingLeadership

Counting campaigns is one thing. Showing revenue impact is another. Recent Marketing & Business Development Circle peers compared growth metrics, and their insights are now available. Read here: boomer.link/f58906 #FirmGrowth

AI pricing is evolving. At the recent Boomer CIO Circle meeting, peers compared vendor pricing models and the challenges of measuring ROI. New highlights offer practical considerations for firm leaders. Read here: boomer.link/wws #BoomerCIOCircle #AI

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

Keep accounting technology on your radar. SoftwareClarity shares software updates and practical guidance for evaluating solutions. Follow here: nitter.gq/SCbyBoomer #AccountingTechnology

Profitability is harder to assess as firms rely less on billable hours. At the recent Boomer Operations Circle, peers compared contribution-margin methods. New highlights offer approaches to consider. Read here: boomer.link/cwv #FirmOperations #Accounting

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

New software deserves thoughtful evaluation, not an automatic yes or no. SoftwareClarity provides practical information to support your research. Get insights: boomer.link/rxc #SoftwareEvaluation #CPA