A community of advisory services leaders helping one another develop the mindset, skillset and toolset for growing advisory services in their firms.
"It's very difficult to do something in the advising space all on your own without the shared knowledge of other firms."
Tyee Carr, Shareholder, McDonald Jacobs P.C.
1. Complete Application
In less than 5 minutes, you can submit your member application. This helps us start to determine if you'll benefit from the community.
2. We Connect
One of our Solutions Advisors and an Industry Leading Consultant will review your application and will reach out to schedule a short call to discuss your application and membership investment.
3. Get Registered
Once it's determined you'll benefit from being a member, our Solutions Advisor will assist you in getting registered for your first meeting.
4. Our Guarantee
We know it's a commitment to join a community. If after attending your first meeting you don't believe you are a good fit, we'll refund your remaining membership fees.
“Knowledge sharing with other firms has allowed us to see that there are different ways to do things. We've received great ideas from the other member firms."
Allen Cave, Shareholder, Hartmann, Blackmon & Kilgore P.C.
What makes the Boomer Business Transformation Circle™
Most CPA firms are interested in providing high-value advisory services to their clients. However, not only is it difficult to know where to start, it's also difficult to continually grow, evolve and create new services. As a result, many CPA firms fail to transform from trusted technical advisors to trusted business advisors. The Boomer Business Transformation Circle™ helps firms develop the right mindset, skillset and toolset for growing in the area of advisory services.
We know how challenging it can be to grow your firm's advisory services niche and have helped many firms do so. And when you have the confidence and clarity, supported by an action plan, your firm can make sound client advisory services decisions.
The Boomer Business Transformation Circle™ brings together advisory services leaders from firms around the country to share knowledge, best practices and lessons learned. In addition, there are hand-selected solution providers that act as full members of the community allowing you to build trusted relationships and leading new technologies and learn about the leading technologies that will accelerate your success. Members meet twice a year and stay connected between meetings via an online community platform.
When you join the Boomer Business Transformation Circle™, you will:
Learn in a trusted, non-competitive environment that encourages sharing of lessons and best practices from real-life experiences from peers in similar positions at some of the profession’s top firms.
Gain confidence your firm is making sound decisions while discovering which new ideas to implement and which pitfalls to avoid. You will benefit from knowing what has and hasn't worked for other firms.
Have access to top experts and solution providers that are dedicated to
helping you and your firm increase margins and productivity.
Build trusted, lifelong, personal and professional relationships resulting in a strong network of peers to lean on throughout your career and as your firm grows and evolves.
Plan for success and be held accountable as your strive to push your firm forward.
Now more than ever, CPA firms need to tap into the power of a peer network to fast track their progress and increase confidence in the client advisory services sphere. Join the Boomer Business Transformation Circle™ today.
Why? Because your clients and the future of your firm depend on it.