Consulting Services

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Boomer Consulting Services have enabled firms of all sizes to transition from being good firms to becoming great firms. We have earned renown across the accounting industry for our timely, in-depth advice and instruction. And because each firm has different expectations, we offer an array of services to meet each one. Below we offer a capsule of each.

Also, watch a capsule interview below as Gary Boomer and Scott Heintzelman of McKonly & Asbury LLP discuss some of the crucial aspects of building a successful training and learning program—a cornerstone tenet of our consulting services.

The Firm Summit

Climbing to the summit is a positive, visionary event, and that is what we want the firm to experience – a strategic thinking event!  A firm's planning session is vitally important to its success, and Boomer is there to help you make progress on the objectives that are most important to your firm. We then provide direction in leveraging your resources and team to take your firm to its next level.

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The Strategic Review & Plan

Technology presents unique management challenges, and implementing it successfully does not depend on technical expertise alone. Of equal importance is how your firm manages technology as a resource. The Strategic Review™ helps you first identify your firm's dangers, opportunities and strengths. We then help you shape a vision and strategy to maximize the return on your firm’s technological investments utilizing a Strategic Plan.

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The Technology Plan and Review

The Technology  Review will help you precisely identify the most critical areas for your firm to grow. Once completed, we will help you develop a Technology Plan perfectly suited for your goals and needs. The best firms understand that technology is the accelerator for high performance. If your firm doesn’t have a Technology Plan, now is the time to act.

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The Team Integrator

Great firms continually strive to maximize each employee's contribution and potential. The goal of The Team Integrator event is to help your firm bridge any unforeseen gaps in understanding between staff and management. During sessions throughout this one-day event, we will help your team clearly define individual responsibilities, management's expectations and the firm’s strategic plan.

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The Kolbe Index™

Have you ever wondered why two successful people approach the same job differently?  Boomer Consulting, Inc. offers the Kolbe Index™ — a unique and exciting tool that provides firms with the power to build on each employee's natural strengths while assisting with some of the most difficult HR Challenges.

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The Right-Hire Program

Boomer Consulting, Inc.’s Right-Hire Program provides the tools and expertise to help you successfully find the best and brightest. Whether it is finding a managing partner, a tax manager, or a new IT director—we can help with our proven system.

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The Firm Coach

The best teams have a great coach to provide discipline and confidence. You can face your challenges on your own, but it takes longer, and frequently there is conflict that ends up costing more in lost time and people. Boomer Consulting, Inc. will become your firm’s personal coach with an ongoing customized program to identify issues facing your firm, develop strategies for making positive changes, and hold partners accountable.

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The Paperless Transition

Paper reduction is one of the biggest goals of nearly all professional service firms. To do this efficiently and effectively, firms need a thorough—yet clear—plan of action. Boomer Technology Consultants guide you through key decisions required to reduce paper and gain productivity.

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