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2015 QB Connect

Boomer Consulting at QB Connect

Tuesday, November 3, 2015

1:45 - 2:45

Large Firm Talk Series (Part 2)


This session includes two “talks” designed specifically for larger, full service CPA firms, and focuses on strategic responses CPAs need to deploy around changing client expectations, technological disruptions, and the modernization and revitalization of client account services through data automation.

Part 2 includes two thought leader presentations:

  • Lean Six Sigma and the Accounting Practice: Perfecting and systemizing processes to increase productivity and profitability
  • Elevating Advisory Services: Selecting the right technology, talent and technique



Arianna Campbell
Consultant & Project Manager
Boomer Consulting, Inc.

Jon Hubbard
Consultant & Director of Bus. Dev.
Boomer Consulting, Inc

Supporting Materials

Sample Menu of Services


Sample Client Questionnaire


The Producer Circle™ offers a unique opportunity to leverage the expertise of top consultants, learn from peers and develop relationships with leading solution providers in the area of client advisory services. Members assist one another with decision making, holding one another accountable and developing a road map for success.
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The Advisory Services Edge by L. Gary Boomer


Gary Boomer's newest book is a transcript of an interview walking through the challenges and strategies of shifting from compliance to higher value advisory services. It is based on our experience of helping dozens of our clients and it is a quick read and one that will contribute to your success and make you future ready.

"I think most of us know that CPAs are conservative people. They are successful people and change is not easy for them, just like it is not easy for others in other professions. But CPAs have a responsibility to the public. They are next to physicians. They are the number one trusted business adviser; opportunities as well as responsibilities go along with that.

"I want to take the opportunity to focus on why I think people in our profession need to change, how they can change..."

L. Gary Boomer

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Online or PDF version:


Delivering Better Client Service through Lean Six Sigma


"There are two common misconceptions regarding process improvement initiatives.  First, some people believe you can’t be more efficient without negatively impacting quality. This couldn’t be farther from the truth.  I’ve written substantially about this in the past and it’s a core topic we discuss in all of our client organizations.  Efficiency and quality are not mutually exclusive.  In fact, one should lead to the other if your process improvement initiative is done correctly..."
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by Dustin Hostetler
Lean Six Sigma Master Black Belt


The Flowtivity Process is a dynamic solution to an age old problem, finding and eliminating inefficiencies within CPA firms.   We apply a proprietary blend of Lean Six Sigma, Project Management and Workflow/Constraint Management principles to accounting processes; eliminating non-value added steps, improving flow of work, and building quality into every process so that CPA firms can maximize the value of their work and improve their bottom lines.
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Thank you for your Interest!

As a reward for completing this much of your research we'd like to offer you an opportunity to attend a Producer Circle meeting as our guest. If you have a high interest in joining this community, please submit an application for a Golden Ticket. We intend to select at least one Golden Ticket winner each year, entitling them to attend their first Producer Circle meeting without charge!
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