Firm Management March 11, 2026
Beyond the Exit Plan: Designing Succession Around Vision and Continuity
Intentional succession starts with the lived, operational vision that shows up in how you lead, invest, promote, and make tradeoffs.
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.
Firm Management March 11, 2026
Intentional succession starts with the lived, operational vision that shows up in how you lead, invest, promote, and make tradeoffs.
Firm Management May 20, 2025
By harmonizing project management, process management and change leadership, your firm can manage change and leverage it as a catalyst for innovation and growth.
Firm Management April 1, 2025
Leaders are always looking at managing capacity to allow their firms to thrive in the face of shifting client expectations, evolving technology and a competitive labor market.
Advisory September 5, 2024
According to the AICPA’s CAS Benchmark Survey, CAS practices have experienced double-digit growth each year since 2018, and there is still room to grow.
Advisory April 10, 2024
The accounting profession is struggling to deal with a talent shortage. Fewer students are selecting accounting as a major, and those who do often opt for careers outside of public accounting.
Firm Management August 10, 2023
With small steps in every company size or budget, we can create a better workplace environment that promotes trust, respect, understanding, empathy, collaboration and prosperity.
Firm Management April 19, 2023
As a leader in your firm, you likely have ambitious goals to impact your clients' bottom lines and grow your firm.
Firm Management September 5, 2022
Being a leader right now isn’t easy. It can be challenging to recognize how employees want to work and make their wishes a reality while serving clients and meeting firm goals.
Technology May 13, 2022
Running a modern firm is a team sport. So if you want to increase your capacity and capability to get these projects done successfully, you need to hire a project manager.
October 4, 2021
We live in a digital world. And yet, the marketing plans of many accounting firms are still analog. They spend thousands of dollars on printed brochures and rely on referrals and word of mouth to scale and grow.
September 13, 2021
Unless something drastic changes in tax law or financial regulations, your clients will continue to need tax returns and financial statements. These continue to be profitable areas in an accounting firm, even as advisory services take up a growing ...
April 6, 2021
We see signs of people returning to the office. You may connect via video conference with a client, peer or solution provider and see their office space behind them rather than a home office. Maybe you’re back in the office yourself. It’s not exactly a “return to normal” but a gradual shift into the new...…