Ten companies took home Boomer Visionary Awards after being honored on August 18 by Boomer Consulting, Inc., during the 2026 Boomer Circles Summit in Kansas City, Missouri. These awards honor member firms and sponsor partners in the accounting profession that demonstrate exemplary performance and innovation.
Leadership Visionary Award: LSL
LSL built its leadership strategy around a simple premise: prepare people and clients for what comes next instead of reacting to it. The firm invested in mentoring, an emerging leader business development program and modern technology platforms also being adopted by much larger firms, giving its roughly 200 team members access to the same tools and growth opportunities available across the accounting profession. That investment extends directly to clients, who gain advisors continually adapting to a changing business environment. LSL’s long-term commitment to developing future leaders before the need becomes urgent reflects a leadership philosophy built for the long term.
Talent Visionary Award: Lutz
Lutz treats investment in people as central to the firm’s identity, guided by its values of Integrity, Humanity, Brainpower, and Confidence. The firm’s internship program grew from nine interns in 2009 to more than 75 annually, feeding a homegrown talent pipeline supported by partnerships with the SkillBridge Program, Avenue Scholars, and the MCC Rapid IT Academy. A Development Lead Program pairs every team member with monthly coaching, and five levels of leadership training carry people from staff accountant through shareholder. Lutz’s engagement survey drew an 85% response rate, a 93% trust-in-leadership score and 81% overall favorability, evidence of a workforce that feels heard, informed and invested in the firm’s shared success.
Process Innovation Visionary Award: PKF O’Connor Davies
PKF O’Connor Davies redesigned how its marketing team builds proposals, replacing scattered content, spreadsheets, and individual knowledge with a standardized workflow built on approved firm content, purpose-built GPTs and Templafy’s AI assembly tools. The firm rolled out the new process in stages, assigning content owners, training pursuit professionals and gathering feedback before expanding it firmwide. The results show up directly in the numbers. RFP first-draft time dropped from 7.5 hours to 4, drafting time for other proposals fell from 6 hours to 1.6, and proposals supported per FTE climbed 24.4% in fiscal year 2026. Each completed pursuit now feeds the firm’s knowledge library, strengthening the process for the next one.
Strategic Growth Visionary Award: Aprio
Aprio’s growth reflects a deliberate, multi-year strategy rather than a single strong year. The firm completed 16 acquisitions in 2025 alone, adding more than 600 team members and establishing a presence in markets including Chicago, Boston, New York Metro, Dallas, Portland, Scottsdale, and Washington, D.C., then carried that momentum into 2026 with additional combinations across the Northeast and Mid-Atlantic. Beyond acquisitions, Aprio launched Aprio Legal, the first full-service Alternative Business Structure law firm opened by a national accounting and advisory firm in the United States, grew the Aprio Alliance to 100 member firms across the U.S. and Canada, and expanded Aprio Wealth Management to more than $5.8 billion in assets under advisement. Each move serves the goal of giving clients access to every service they need under one roof.
Technology & Innovation Visionary Award: Clark Nuber
Clark Nuber treats technology as a strategic lever for how it serves clients and develops its people. This philosophy came into focus through its adoption of Basis within its Client Accounting Services practice. The firm redesigned how CAS work moves through the organization around the new platform, restructuring roles toward exception-based review, redirecting capacity toward advisory work and building new standard operating procedures around automation. CAS net revenue grew more than 50% year over year alongside improved margins and higher capacity per team member, proof that the growth came from efficiency and better client economics rather than added headcount.
Leadership Visionary Award: Cetrom
Cetrom spent more than 25 years anticipating the accounting profession’s toughest technology challenges, from cloud adoption and cybersecurity to AI governance, and turning them into secure, accounting-specific infrastructure and support. Its accounting-centric managed services model pairs 24/7 U.S.-based support, layered cybersecurity and executive advisory guidance with a deep understanding of tax-season deadlines and confidentiality obligations. Clients report near-zero downtime, faster issue resolution and fewer IT escalations pulling partners away from client work. Cetrom SENTINEL, a firm-side redaction engine built to protect sensitive client data as firms adopt AI, extends that leadership into one of the profession’s most urgent emerging risks.
Talent Visionary Award: Trullion
Trullion built a people-first culture across three countries and three time zones, and held onto it through an active geopolitical crisis in Israel. The company earned recognition as one of America’s Best Startup Employers by Forbes and Statista for the third consecutive year, hires many CPAs and accounting professionals who lived the workflows the company set out to modernize and flew colleagues from Tel Aviv, London and New York together for a retreat in New Jersey when video calls weren’t enough. Trullion also launched its first women’s DEI group this year, now 13 members strong, to build mentorship and leadership pathways for women in technical and senior roles.
Process Innovation Visionary Award: Canopy
Canopy helps accounting firms retire the fragmented, multi-vendor tech stacks that create administrative overhead and security gaps, consolidating CRM, document management, workpapers, billing, eSignatures and workflow automation into a single platform. Dedicated U.S.-based implementation and migration teams, along with flexible onboarding paths, ease the change management that keeps many firms tied to outdated systems. Firms that switch to Canopy typically eliminate three to five redundant subscriptions, and the platform’s 99.95% uptime and monthly release cycle keep new capabilities, including AI features, arriving continuously. The result is a single operating engine that reduces administrative work and burnout while raising the standard of client service.
Strategic Growth Visionary Award: Fieldguide
Fieldguide has delivered two to three times year-over-year revenue growth across multiple consecutive years, a repeatable outcome of disciplined go-to-market execution and strong product-market fit. The company expanded from a single product into an end-to-end platform spanning engagement management, client collaboration, workpapers and documentation, and now supports nearly half of the top 100 CPA firms in the U.S., including eight of the top 10. Customers report 30% to 50% time savings and the ability to take on more complex, higher-value work without adding headcount. That’s growth Fieldguide pairs with financial discipline rather than unsustainable spend.
Technology & Innovation Visionary Award: Thomson Reuters
Thomson Reuters is advancing CoCounsel Tax & Audit through what it calls “Fiduciary-Grade AI,” technology designed to produce work that stands up to professional scrutiny, with sources professionals can verify before information reaches a client. Drawing on more than 175 years of authoritative content, including Checkpoint, IRS, FASB, GASB, AICPA, and IFRS materials, CoCounsel delivers citation-backed answers and supports workflows across research, analysis, drafting, and review. For many firms, CoCounsel has become their first successful deployment of AI, helping professionals confidently move from exploring its potential to applying it in their everyday work. Surveyed users report time savings of up to 32%, greater consistency in work quality, and faster onboarding of new professionals, all while keeping security, governance, and client data protection central to the platform.
“This year’s Visionary Award winners show what it looks like to lead the accounting profession forward, whether that means investing in a team’s next generation of leaders, redesigning a workflow around a hard problem or building a platform the profession will rely on for years to come,” said Jim Boomer, CEO of Boomer Consulting, Inc. “Leadership, talent, process, growth and technology only move the needle when firms and their partners commit to acting on them, and this year’s honorees show what that commitment looks like in practice.”
The winners were chosen from nominations submitted by hundreds of firms and solution providers in the Boomer Circles communities.
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