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.

February 17, 2017 

Increase Accountability in 2017

One reason our goals fall by the wayside is that we often just think about them. We internalize what we want to accomplish but don’t write it down or share it with anyone. This keeps things simple, but it also increases the chance of failure.

Jim Boomer

December 13, 2016 

Is Your Technology Meeting Client Expectations?

Too many firms are stuck in the paper age; continuing to do things the way they always have. Beyond the aversion to change is the deep-rooted belief that if they don’t send out a tangible stack of paper, the client will question the value they ...

Jim Boomer

November 17, 2016 

8 Rules for Effective Technology Management

The ongoing war for talent, coupled with the rapid advancement of technology, is fueling exponential growth in the importance of technology. It creates a challenge and an opportunity. From the challenge side, we are already being forced to do more ...

Jim Boomer

October 21, 2016 

Is Your Technology Planning Process in Alignment?

The fact that technology is part of everything we do to run our firms and serve clients is why your Chief Information Officer (CIO) or technology leader should have a seat at the management table. To truly align the technology plan, the leader ...

Jim Boomer

September 9, 2016 

Change Management in Accounting Firms

In today’s fast-paced, ever-changing environment, we must be prepared to pivot quickly. Doing things the way we’ve always done them just doesn’t work anymore. Author Alan Deutschman popularized the business catchphrase, “Change or Die.” And it’s truer than ever – remaining stagnant is a recipe for extinction. But we all know, saying you’re open to...…

Jim Boomer

August 31, 2016 

How Security Savvy Is Your Firm?

Security continues to be a top priority for firms today. Clients trust CPAs with some of their most sensitive data and it’s our responsibility to do everything possible to protect it. While most wish there was a magic bullet that would guarantee 100% ...

Jim Boomer

July 21, 2016 

Does Your Firm Have Technical Debt?

Technical debt is now a common term in the software development industry. Companies spend money assessing, controlling and “paying down” their technical debt in order to keep their products agile enough to compete in an environment where slow to market or

Jim Boomer

June 9, 2016 

Scammers Move From Phish to Whales

Whaling is a form of phishing attack where senior executives and others with access to valuable and sensitive data are sent very personal and well researched emails. The attacker may send the target an email that appears to be from someone they ...

Jim Boomer

May 13, 2016 

Is It Easy To Do Business With Your Firm?

If your firm is like most, you are constantly looking for ways to fuel growth. The fastest and easiest way to grow is by leveraging your existing client base. And to do so you need to make sure that your base is full of happy clients.

Jim Boomer

April 18, 2016 

Collaboration + Leadership = Success

The greatest leaders surround themselves with tremendous talent on their leadership team. They understand their own unique abilities and the areas where they fall short. They look for individuals who can complement their strengths and minimize their ...

Jim Boomer

March 14, 2016 

The People You Meet & The Books You Read

If you look around our profession at the most successful individuals, they all have two things in common: they are well connected and are lifelong readers. The late author and speaker, Charlie “Tremendous” Jones, used to always say ...

Jim Boomer

February 8, 2016 

The Next Generation Accounting Firm Office

Accounting firms aren’t always quick to adopt change but we can all be assured that changes will continue to come in our profession. One area in which we are seeing considerable change over the last few years is in the utilization of office space.

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