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Our Services

Industry Leading Solutions For Over 25 Years

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Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Our unique and powerful solutions target four areas critical to a firm's success:

Below are how our communities and services within these areas can help your firm minimize dangers, capture opportunities and optimize strengths.


Leadership

The P3 Leadership Academy. The P3 Leadership Academy focuses on developing and elevating the middle of your firm to cultivate astute leaders in the areas of people/team management, planning and processes. Contact us about The P3 Leadership Academy

Management

Strategic Planning. Our Strategic Planning process, culminating in a one-page plan, will identify your firm’s strategic objectives and set the path for firm growth. We focus on commitment, accountability, talent management and acceleration through the use of technology. Learn more about Strategic Planning

CEO Advantage. The CEO Advantage is a community of Managing Partners who act as a collaborative think tank to challenge, encourage and propel each other to a higher level of success. Learn more about The CEO Advantage

Kolbe Consulting. Our Kolbe Consulting services are an excellent resource for a firm to use as they select talent, find ways to communicate more effectively and develop future leaders. Boomer Consulting, Inc. has certified Kolbe professionals who will facilitate and develop a plan for your team. Learn more about Kolbe Consulting

The Firm Summit. The Firm Summit is a facilitated event for your firm leadership customized to meet your needs and critical issues. Our consultants will work with you to develop an event that will be educational, valuable and entertaining. Learn more about The Firm Summit


Technology

The Boomer Technology Circles™. The Boomer Technology Circles™ community will help your firm bridge the gap between technology and practice management and accelerate your progress through thought leadership and peer accountability. Learn more about The Boomer Technology Circles™

CIO Advantage. The CIO Advantage community prepares technology professionals for a seat at the management table by developing their business and IT acumen. Learn more about The CIO Advantage

The Technology Review & Plan. Our Technology Review and Plan provides your firm with a comprehensive evaluation of your IT department, including key financial metrics. Through interviews with partners, staff and technology personnel, we will lead your firm to a technology plan that supports the firm’s vision. Contact us about The Technology Review & Plan


Client Development

The CAS Transformation™. The CAS Transformation™ process will identify your firm’s strategic objectives and set the path for firm growth in client accounting and advisory services. Learn more about The CAS Transformation™

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

The EPC Method for CPAs. The EPC Method for CPAs program will provide you training, confidence and access to a first class technical evaluation process so that you can provide the answers your clients need to make objective decisions about their life insurance needs. Contact us about The EPC Method for CPAs


What Helps Strengthen These Communities & Services?

The Boomer Knowledge Network (BKN). The Boomer Knowledge Network is an online community of accounting firms that share best practices and insights while enjoying exclusive access to business tools and intelligence available only for members. Its membership encompasses thought leaders in the accounting profession with expertise in technology, practice management, human resources, training and learning and more! Contact us about The Boomer Knowledge Network (BKN)

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