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The Producer Circle

 

What is The Producer Circle™ from Boomer Consulting, Inc. on Vimeo.

 

The Producer Circle™ is a community of business and IT savvy thought leaders focused on providing improved client accounting service and achieving firm growth and profitability by leveraging technology and the cloud.

This selective peer network is for Client Accounting Service practice leads and the technology professional that will be supporting them as they transform their practices from an ancillary transactional service to a primary profit center providing higher value-add services and make your firm a most trusted business advisor to your clients. Leverage the expertise of other leading firms through facilitated discussions, peer networking and ongoing collaboration through our online community, the Boomer Knowledge Network.

Primary Objectives

  • Develop a community of business and IT savvy CPAs servicing the SMB market
  • Bridge the gap between client accounting and consulting services
  • Deliver new client driven services by leveraging technology and the cloud
  • Assist in the naming, packaging and pricing of those services
  • Assist in the development of the delivery team based upon the required unique abilities
  • Assist with change management efforts within your firm so you are ready to respond in today’s pull economy
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When and Where?
Who Should Attend?
Interested?

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Highlights

Some highlights include:
  • Hand-selected group limited to 25 members
  • Facilitated collaboration format
  • Peer networking with other firms with similar goals
  • Sharing of peer metrics and best practices
  • Member presentations and panels to share real-world experiences
  • Exclusive member area available only to Producer Circle members on the Boomer Knowledge Network
Facilitators

Jim Boomer

Jim Boomer, CIO, is 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.

Full Biography

L. Gary Boomer

L. Gary Boomer is CEO of Boomer Consulting, Inc. He is recognized by the accounting profession as the leading authority on technology and firm management. Gary has been ranked by Accounting Today as one of the 100 most influential people in accounting for over ten years running. His innovative strategies chart a transformation road map that results in increased revenue, goal-oriented personnel and business growth.

Full Biography

About Our Sponsors
We are pleased to offer our clients value-added opportunities to engage with exceptional and proven partner organizations. Our screening process ensures that only those firms that offer authentic value and worthwhile services will engage with our clients and members. We know you depend on us to offer only the best in consulting services and value-added communities, and we require nothing less from the sponsors with whom we partner.

AccountantsWorld

We give accountants the tools, resources, and support they need to add value to their core services, strengthen their client relationships, boost their productivity, and thrive. Now accountants are empowered to fight competing forces that are invading their turf—the core accounting and payroll services—and do what's in their and their clients' best interest. To learn more visit www.accountantsworld.com.


Intuit Inc.

Intuit Inc. creates business and financial management solutions that simplify the business of life for small businesses, consumers and accounting professionals. Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier to manage small businesses and payroll processing, personal finance, and tax preparation and filing. Mint.com provides a fresh, easy and intelligent way for people to manage their money, while Demandforce® offers marketing and communication tools for small businesses. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants. More information can be found at www.intuit.com.



Tallie

Tallie provides a comprehensive expense management workflow for accountants with its automation, administrator controls, and policy alerts. This mobile-enabled solution simplifies and accelerates the painfully manual expense report process by automatically capturing, categorizing and processing expense transactions and integrating seamlessly with leading accounting systems. Tallie's native integrations with industry leaders such as QuickBooks, Bill.com and SmartVault meet the growing need by companies, accounting firms and Business Process Outsourcing (BPO) for a system-wide cloud-based ecosystem. More information can be found at www.usetallie.com.



Bill.com

Automate your Payables, Receivables and Cash Flow.

  • Get Organized — Slash your payables time by 67%
  • Get Paid — Rake in receivables twice as fast
  • Get Ahead — Go paperless! Control cash flow from your mobile device
  • Learn more by visiting www.bill.com.


CPA.com

CPA.com is the technology subsidiary of the American Institute of Certified Public Accountants (AICPA), the world's largest member organization representing the accounting profession. The company helps firms position for success within the digital transformation that is revolutionizing the competitive landscape. Learn more by visiting www.cpa.com.


Intacct

Our sole focus is on building amazing professional-strength financial management and accounting applications that fit into your existing business infrastructure and integrate well with the key applications you use to run your business—giving you the freedom to choose and deploy the best applications for each of your departments. Learn more by visiting www.intacct.com.


Xero

Xero is online accounting software for small business that let’s you share access to your latest business numbers with your team, accountant and bookkeeper – so everyone is up to speed. It’s fast and simple to work together in the cloud, so you can make smart business decisions when it matters most – right now. Visit www.xero.com to find out more.


Cancellations / Refunds
The fees for this program are non-refundable.
CPE Information

Learning Objectives: Learn new management skills and improve your ability to direct the functions of planning, people and processes through Professional Facilitation, Individual Coaching, Individual Firm Projects, Networking with Peers and Bench Marking.

Program Level: Update

Instructional Method: Group Live and Group Internet Based

Prerequisites: No prerequisite courses, advance preparation or experience is required for admittance to this conference.

Recommended CPE Credit: Up to 10 hours

For additional information regarding administrative policies such as complaint or refund, please contact Sue Thiemann at sue.thiemann@boomer.com or by phone 888-266-6375.

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