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.

January 28, 2013 

Has Your Firm Accessed the Power of the Crowd

CPA firms across the country continue to look for innovative ways to market their services, people and organizations as a whole. And branding and design are often important components to successfully executing an effective marketing strategy.

Jim Boomer

December 18, 2012 

Accountability – The Key to Firm Success

An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.

Jim Boomer

November 26, 2012 

Is CRM Part of Your Firm’s Strategy?

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.

Jim Boomer

November 8, 2012 

Align IT Strategy with the Firm Vision

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:

Jim Boomer

October 1, 2012 

A Seat at the Management Table

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.

Jim Boomer

July 31, 2012 

Have You Accessed the Crowd?

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...…

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