Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Jim Boomer is the CEO of Boomer Consulting, Inc. He is the director of the Boomer Technology Circles ™ and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser in the areas of performance and risk management. In addition, Jim is leading a new program, The Producer Circle, in collaboration with CPA2BIZ and the AICPA. Jim was selected for the 2011 AICPA Leadership Program and the inaugural class of the KSCPA’s "20 Under 40” Leadership Program. He has been named to The CPA Technology Advisor’s "Forty Under Forty” and "Top 25 Thought Leaders” lists multiple times.

April 16, 2019 

Creating Structure Around Innovation

The innovation process within firms is often chaotic and uncoordinated if it exists at all. While it’s true that innovation is messy, leaders cannot expect to merely tell people the goal is to be innovative and expect amazing things.

Jim Boomer

March 10, 2019 

Work Is About Results, Not Location

The first thing many people do when they wake up is reach for their smartphone. In fact, your smartphone probably is your alarm clock. But we also use it to send and receive email, check our calendar and so much more. Before we officially sit down ...

Jim Boomer

January 29, 2019 

Mindset is the Differentiator

When you embark on a new technology initiative, you may focus on choosing the right software or working with the right consultant. These things are essential, but what really makes or breaks a project occurs before any of these decisions are made.

Jim Boomer

December 17, 2018 

Got Bots?

When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.

Jim Boomer

November 19, 2018 

5 Keys to Success in Value Pricing

Value pricing is a way of billing a client for services provided based on the value of the service (or advice) instead of the number of hours spent. Consider one of your clients calls for tax advice on how to structure a real estate transaction.

Jim Boomer

October 14, 2018 

IT Planning for Mergers & Acquisitions

A common issue firms run into when acquiring a new firm is under-licensing. The firm being purchased may be completely under-licensed in certain software programs. Non-compliance can be costly in terms of fees and penalties – running into the tens of ...

Jim Boomer

September 1, 2018 

Client Accounting Services – What Is It, Really?

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Jim Boomer

July 10, 2018 

The State of Accounting Firm Succession

According to the 19th Annual Rosenberg Practice Management Survey, for firms in the $2 million to $10 million category, 65.5% of partners are over the age of 50. Among sole practitioners and smaller firms, the percentage is 71.1%.

Jim Boomer

June 13, 2018 

The Ideal Hire? Sometimes it’s Not an Accountant

As I’ve written about previously, many firms are expanding into technology consulting, either by buying an existing technology consulting firm or building it from scratch. So it’s no surprise that one of the major skillsets for non-accountant hires is ...

Jim Boomer

May 21, 2018 

Convenience vs. Security in the Internet of Things

Any device that communicates and can be accessed via the internet based upon its IP addresses plays a role in your firm’s security. This obviously includes mobile devices, but it may also include copiers, printers, thermostats, televisions, motion ...

Jim Boomer

April 13, 2018 

How GDPR Will Impact U.S.-Based Firms

If you pay attention to overseas regulations, the term GDPR has probably entered your consciousness. But what is it exactly? More importantly, can it potentially impact U.S.-based firms?

Jim Boomer

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half