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From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.

Accounting firms need a DMS that serves both strategy and day-to-day work. This article explains how to unlock Microsoft 365 as a scalable, secure DMS—and where Intapp Collaboration fills the gaps with automated provisioning, ethical walls, integrations, and retention—so CIOs and IT leaders can boost efficiency, governance, and client service while maximizing ROI.

Despite strong technical delivery, many accounting firm engagements stall or frustrate clients due to unclear communication, fragmented processes, and heavy workloads. This article explores insights from the Inside the Client Experience Report and outlines three practical steps firms can take to close the Client Readiness Gap, strengthen relationships, and gain a competitive edge in today’s evolving accounting landscape.

Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.

Netgain Technology launches CPA Cloud Essentials, a fully managed Azure-powered IT service tailored for accounting firms. Designed to enhance productivity and security, it delivers reliable access to critical applications, advanced cybersecurity, and flexible scaling — all in a predictable per-user model. This turnkey solution positions firms to embrace AI and automation without overburdening IT teams.

Join us at Boomer Circle Summit for a session on streamlining document management with Intapp—boost efficiency, compliance, and team collaboration.

Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...

Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...