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The AI Readiness Conversation Your Firm Should Be Having Instead
AI readiness isn’t about adding more tools. New research shows that accounting firms with connected systems are far more prepared to put AI to work. Before investing in your next AI solution, take a closer look at the operational foundation already in place.
4 days ago3 min read


Why Your Best Clients Need a Relationship Manager
Your best clients may work with several teams across your firm, but who owns the overall relationship? A defined relationship manager can connect service lines, improve the client experience, strengthen retention and create a more intentional approach to growth.
Sep 144 min read


From SEO to AEO: Is Your Firm Ready to Be the Answer?
AI is changing how prospective clients research accounting firms and evaluate expertise. Learn how Answer Engine Optimization builds on SEO and how the ANSWER framework can help your firm strengthen its authority, visibility and credibility in AI-driven search.
Sep 144 min read


Growth by Design: Growth Takeaways from the Boomer Circle Summit
Growth doesn’t automatically create a better firm. Explore key takeaways from the Boomer Circle Summit on choosing the right clients, creating stronger client experiences and measuring the growth that actually makes your firm more valuable.
Sep 103 min read


Habits, Not Headcount: Talent Takeaways from the Boomer Circle Summit
AI is changing more than how work gets done. Takeaways from the 2026 Boomer Circle Summit highlight why firms need to rethink upskilling, early-career development and employee trust as AI becomes part of everyday work.
Sep 83 min read


Built, Not Assumed: Leadership Takeaways from the Boomer Circle Summit
Leadership capacity doesn’t happen by accident. Takeaways from the 2026 Boomer Circle Summit explore succession planning, independence, accountability and what leaders must build today to prepare their firms for what’s next.
Sep 34 min read


The Discipline of Reinforcement: Process Takeaways from the Boomer Circle Summit
Process improvement doesn’t stick because of a strong kickoff. Explore lessons from the Boomer Circle Summit on building accountability, creating capacity and reinforcing change so better ways of working become part of how your firm operates.
Aug 283 min read


Foundations First: Technology Takeaways from the Boomer Circle Summit
AI success isn’t about finding the next tool. Technology conversations at the 2026 Boomer Circle Summit focused on the foundations firms need to turn AI investments into results, including clean data, clear governance, strategic alignment and a culture that supports adoption.
Aug 264 min read


Ten Honored as Visionaries at Boomer Circles™ Summit
Boomer Consulting recognized ten firms and solution providers with 2026 Boomer Visionary Awards, celebrating standout leadership, talent, process innovation, strategic growth and technology across the accounting profession.
Aug 185 min read


Boomer Consulting Launches SoftwareClarity to Help Accounting Firms Make Confident Technology Decisions
Boomer Consulting launches SoftwareClarity, a new platform that helps accounting firm leaders explore, understand and compare 300+ technology solutions in one profession-focused resource.
Aug 173 min read


The AI Question Changed, But Firms Are Missing It
Accounting firms are investing more in AI, but many still can’t prove the return. The next challenge isn’t adoption—it’s measurement. Firm leaders need better metrics for tracking capacity returned, financial impact and client outcomes to understand what AI is actually giving back to the firm.
Aug 103 min read


Permissioning for AI Tools: The Access Control Question You Need to Ask
As AI tools gain access to firm and client data, access controls matter more than ever. Explore how least privilege, audit trails and clear governance can help firms adopt AI without creating unnecessary risk.
Aug 105 min read


From Hiring More to Designing Better: The End of the Headcount Reflex
Hiring alone won't solve today's tax talent shortage. Learn why leading firms are redesigning workflows, leveraging AI and automation, and rethinking how work gets done to improve capacity, reduce burnout, and create sustainable growth.
Jul 134 min read


The Pipeline Problem Is Real, But It’s Not the One You’re Thinking Of
Accounting firms often blame the talent shortage on recruiting, but the bigger challenge is retaining and developing the people they already have. Discover why leadership, culture, and intentional career development are the real solutions to building a stronger accounting firm talent pipeline.
Jul 134 min read


You Can’t Automate Change Leadership
Technology implementations and process improvements don't fail because of bad systems—they fail because people aren't ready to change. This article explores why successful transformation depends on leadership, buy-in and adoption, and how firms can build change as a lasting organizational capability rather than a one-time initiative.
Jun 154 min read


From Workflow to Intelligence: How AI Is Rewiring Firm Operations
Many firms are using AI to speed up tasks, but the real opportunity is much bigger. This article explores how AI is transforming firm operations by embedding intelligence into workflows, improving decision-making, revealing process insights, and helping leaders create more efficient, scalable, and data-driven organizations.
Jun 154 min read


Value Protection is Not Optional
Accounting firms work hard to create value through stronger services, technology investments and talent development. But many firms still struggle to capture the full value of that work. This article explores why pricing discipline and centralized billing are becoming essential strategies for protecting profitability, improving realization and supporting long-term firm growth.
May 115 min read


The Firms That Will Lead the Future of Accounting
What will separate the accounting firms that thrive from those that struggle in the years ahead? This article explores why leadership, continuous learning and peer collaboration—not just technology—will define the future of the profession and help firms adapt to rapid change.
May 115 min read


Boomer Consulting Launches Tax & Audit Leader Circles to Accelerate Growth and Innovation for Firm Leaders
Boomer Consulting introduces new Tax and Audit Leader Circles designed to help firm leaders navigate change, adopt innovation, and transform traditional services into high-growth advisory practices.
May 52 min read


You Haven’t Transformed Your Audit Practice; You Just Digitized It
Most firms haven’t transformed their audit practice—they’ve just digitized it. Real transformation requires rethinking pricing, performance, leverage, and leadership. This article outlines where firms get stuck and what audit leaders must address to build a future-ready practice.
Apr 204 min read
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