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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.

View sample One-Page Strategic Plan.

All good firms understand the need to conduct a strategic examination of business plans, but many neglect to incorporate a strategy inclusive of technology that promotes optimum results.

We provide partners and management with the tools to identify the firm's dangers, opportunities and strengths while offering instruction on integrating strategic, technology and marketing plans.

Along with comparing the firm's current investments and priorities with peers, we estimate potential costs relative to long-term value. We then offer direction as you shape a vision and strategy to maximize the return on your firm's technology investments utilizing a robust yet simple one-page, strategic plan.

The Strategic Plan offers direction for your firm's most vital growth initiatives. Don't move ahead without it!

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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

Sandra Wiley

Sandra Wiley, COO, is ranked by Accounting Today as one of the 100 most influential people in accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.

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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


Cancellations / Refunds
The deposit is non-refundable, however, in case of cancellation, dates may be made up within 6 months after the original contracted date.
CPE Information

Learning Objectives: Participants will recognize the positive accomplishments made by the firm and in their personal lives over the specified period; identify the key Dangers, Opportunities, and Strengths facing the firm; recognize the necessity for growth and how it will impact the selection of Strategic Objectives; formulate a Vision, Mission, and Core Values statement for the firm; develop Strategic Objectives for the firm; and develop Action Initiatives required to make progress toward these Objectives. These initiatives will be measurable and achievable activities which can be translated into individual tasks with Due Dates and Responsible Individuals and listed on individual 90 Day Game Plans.

Program Content: Sample Agenda (PDF)

Program Level: Intermediate

Field of Study: Business Management and Organization

Prerequisites: None

Advance Preparation: As agreed upon by the Firm and the Consultant

Instructional Method: Group Live

Recommended CPE Credit: Up to 11 hours for a 1 and ½ day program

Program Registration Requirements: Contact Deanna Perkins, 785-537-2358, ext 125, for the appropriate contract.

Refund/Cancellation Policy: For additional questions or complaint resolution, contact Jon Hubbard at Ph: 785-537-2358 ext 123 or email

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