The last few weeks have been a whirlwind - in a very good way. From the moment the news of the merger between Boomer Consulting and Flowtivity was officially released on Tuesday January 6th, my phone, email and social media accounts have been inundated with congratulations and kind words from Clients and friends around the country. I was in Newport Beach, CA at the Prime Global Tax and Assurance Conference that first week in January and had the wonderful opportunity to personally discuss the merger and the opportunity it presents with so many of my Prime Global friends. From there it was on to three different clients over the next week to participate in their rollouts from fall tax process improvement engagements (with a stop along the way in Dallas to watch my Ohio State Buckeyes win the first ever College Football Playoff National Championship…anyone who knows me well knows I had to work that in). And finally a trip to Manhattan, KS last week to spend a few days to personally connect with all my new team members and get fully transitioned technology and process-wise.
It’s been fun. And it’s only just beginning.
If I could sum up my thoughts from the past four weeks into one sentence it would be: "I absolutely made the right decision”.
First and foremost, it’s an incredible honor to be part of the Boomer Consulting team. I’ve known Gary, Jim and Sandra for about 6 years now …first meeting them at the 2009 Winning is Everything Conference. I’ve always admired the organization they had built. Within the past few years, our relationships grew and I became more involved with Boomer Consulting through presentations at various Boomer Circle meetings and the CIO Advantage workshops. I’ve known Eric Benson since 2011 when he participated in my Green Belt Class at Ohio State. He took the knowledge and tools from that class and lead incredible process improvement initiatives within Boomer Consulting. And within the past year, I’ve had the opportunity to interact with other team members. Erin Cheever and Arianna Campbell coordinated webinars. Jon Hubbard and Deanna Perkins were frequent participants at conferences I attended. Scott Morrill was "Mr. Technology” at Boomer events and always did a great job having me prepared both technology and video/microphone-wise. Sue Thiemann was always there when I had a question with a quick and responsive answer. Tina Greim has shown a great willingness and curiosity to learn and help grow the lean services.
So when it came to spending a few days in Manhattan last week it was like I was with old friends. The culture just fits. I love the open and honest strategic discussions we have. I love the fact that regardless of position and tenure, everyone’s voice is heard. I love that we are so progressive with technology and processes. And I love the fact that everyone opened up their arms to welcome me into the team.
The response from clients and industry friends has been very positive as well. Almost every comment starts with "this combination makes perfect sense…” I was pretty confident this would be the message from the marketplace, and it’s encouraging to see that validated. The Boomer Consulting – Flowtivity merger creates what I believe is an organization unlike any other in our industry. The combination of Leadership, Technology, Management and now Process into one integrated and seamless package is a great opportunity and benefit to our clients. The breadth and depth of knowledge to help CPA firms develop, grow and thrive is unparalleled.
I am incredibly blessed to be part of such a great team at Boomer Consulting and the future is very, very bright.