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.
November 26, 2012
Client relationships are the lifeblood of any accounting firm and should be maintained in an efficient, organized system. Too often, firms relay on a number of disparate back office systems to manage this critical information resulting in redundancy, inconsistency and missed opportunities.
November 19, 2012
IT strategic planning and budget are crucial concepts for IT leaders to understand when communicating with partners.
November 8, 2012
Keeping up with the changing landscape of technology is challenging and more so when you don’t have the proper IT governance structure in place. What exactly is IT governance and how should a firm go about it? Let’s start with the AICPA’s definition of IT Governance:
October 29, 2012
As more and more firms assess whether the cloud is the right strategy for them, one of the first areas that is often looked at is backup.
October 1, 2012
A far too common myth in many CPA firms is that you must be a CPA to manage and understand the firm. This is simply not true and is costing firms a lot of time and money while reducing their ability to compete today and into the future.
September 27, 2012
The leadership in firms across the country is aging, and most are concerned with where the next wave of leaders will come from.
August 31, 2012
Consumer technologies such as the iPad and iPhone are driving the use of electronic signatures using tools like DocuSign and Adobe EchoSign.
August 29, 2012
Talent development should always be a top priority! When we talk to firms across the country, most would agree. Unfortunately, the actions of many firms the last few years have not supported this sentiment.
July 31, 2012
Branding and design can be the most intimidating and resource draining areas of business development. Projects such as these have a tendency become delayed and over budget. Branding and design effects lead generation and is vitally important to the image of the firm so this area can’t be ignored. No longer do firms need to...…
July 13, 2012
We recently held our spring meetings for the Boomer Technology Circles program and I heard some alarming discussions related to training & learning in CPA firms. And, I heard it enough to worry that we might be facing a not so positive trend. Firms were discussing a topic that we were attacking 5-7-10 years ago...…
June 26, 2012
The role of IT professionals in tax & accounting firms is changing. More and more firms have either moved to the cloud or are preparing to make the leap.
