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.

December 4, 2015 

It’s Time To Smarten Up Your Conference Room

Although projector and screen setups are still quite prevalent in conference rooms across the country, we are seeing an increasing number of flat panel displays taking the place of this arrangement. Even though HD projectors are increasing in ...

Jim Boomer

November 13, 2015 

A Simple Approach to Training

While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...

Jim Boomer

September 10, 2015 

Prepare for the Remote Worker

As the number of companies offering workplace flexibility and remote work arrangements continues to grow, the likelihood that your firm will get the request to work outside the office (or already has) is quite high. Ensuring that you’re prepared for ...

Jim Boomer

July 22, 2015 

How to Retain Your Firm’s IT Superstars

Retention is a huge challenge for CPA firms across the country and most of the focus and discussion is on accounting staff. What isn’t addressed nearly enough is retaining talent in important functional areas such as IT, HR, Marketing and Training.

Jim Boomer

May 26, 2015 

Is Your Firm Ready for Automation?

The opportunities for automation created by advances in technology are greater than ever before and this is changing the expectations of clients, employees and partners about how they exchange data with your firm. It will also continue to have a major ...

Jim Boomer

May 12, 2015 

Is Your Firm Using Electronic Signatures?

So you think you’re a progressive firm, right? You’re committed to going digital and eliminating, or at least minimizing, paper. Your engagement letters are all electronic and are emailed to clients and prospects for signature.

Jim Boomer

April 17, 2015 

Security – A Balancing Act for Accounting Firms

Security has been a top priority for firms for years. It has consistently ranked at or near the top of the AICPA’s annual top technology initiatives. So why does it seem there is more chatter now on the topic than in recent years?

Jim Boomer

February 25, 2015 

The 7 Critical Skills of an Effective CIO

A well-qualified CIO can and should be a key member of your management team, yet few firms are taking full advantage of this strategic resource. By well-qualified CIO, I am referring to those IT professionals that display both acumen and potential in a va

Jim Boomer

February 6, 2015 

5 Technology Traps to Avoid

In the rapidly changing world of technology it can be hard to keep up. For this very reason we often look for shortcuts to keep us from falling behind the competition. It’s not that we don’t want to research every detail about every solution ...

Jim Boomer

December 5, 2014 

Elevate Your Thinking

Whether its technology, processes or new service lines, we, as a profession, have the tendency to follow the herd. We watch a handful of progressive firms test new or different ideas and only when they’ve had success do we jump on board and try to ...

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