Providing the clarity needed to align business platforms
with operational goals and strategic objectives. 

"Right from the outset, the Envision Process allowed us to quickly establish what was important to the project and just as importantly, what was irrelevant. The process has proved a constant source of reference, ensuring we remain on track and deliver the outcomes most important to the practice."

Adam Irwin, Chief Operating Officer, Pitcher Partners Sydney

1. Complete Interest Form

Provide us with basic information regarding your firm and your firm's project needs.

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 needs.

3. Create Game Plan

You will have clarity on your firm's most critical objectives and a plan allowing you to focus and take action.

4. Implement & See Results

A great plan doesn't mean much without implementing and taking action. We will guide you to ensure you take the most direct path to seeing the results you want.

or contact Megan Schottler at 888-266-6375 or Email

“Envision has improved our focus, enabling the firm to have the freedom to think creatively about how to achieve the results required and overcoming barriers to success.  It has helped the teams align themselves not just to their own departmental and personal goals but to the goals of the organization."
Paul Desmond, Head of Information and Systems, Saffery Champness LLP
What makes the Boomer Envision process so different?

When it comes to implementing new business platforms, many CPA firms experience a real sense of frustration and confusion over options being considered and fear making the wrong choice. This creates a state of inertia that often puts vendors largely in control of what is being presented against the backdrop of perceived needs. The Boomer Envision Process provides firms with a clear vision and a focus on operational goals and strategic objectives.


We know how hard it can be to get clarity on what a firm needs, and have helped many top performing firms achieve that. It begins with identifying WHY the initiative to change exists and defining the principal project goals and priorities. When you take the time to establish a shared vision against which vendors will be assessed, you ensure that control over the project remains with the firm rather than the vendor.


The Boomer Envision Process has been refined by working with hundreds of CPA firms over the last two decades. The process helps to create a common focus and language within the project team. Using this framework, your firm is able to identify areas of focus and priorities, which in turn helps define the project scope and subsequent conversations with leadership and the firm at large.


Your firm will benefit from our facilitators specializing in the accounting profession and bringing the experience and knowledge of what other leading CPA firms are doing. We are experts in building consensus and managing the many different dynamics that are present during platform selection and implementation. 


When you leverage the Boomer Envision process, you will:


  1. Build consensus and achieve buy-in for selecting and implementing financial, document management, practice management, CRM and other business critical platforms.

  2. Understand the blind spots with existing platforms and areas of focus to improve adoption.

  3. Gain clarity and design strategies to facilitate the success of a project.

  4. Increase firm-wide collaboration and value and value resulting in your entire firm focusing on the right objectives at the right time.

  5. Benefit from decades of thought leadership and experience in facilitating technology decisions for hundreds of leading CPA firms.


Now more than ever, CPA firms need to invest in technology that supports firm vision and strategic objectives. Schedule your Envision Process today.


Why? Because implementing business critical platforms provide a competitive advantage and are essential to your firm’s future success.


or contact Megan Schottler at 888-266-6375 or Email

What You Get With The Boomer Envision Process
  • Firm-wide consensus and buy-in for selecting and implementing new platforms

  • A customized approach tailored to your firm

  • Experience from over two decades of thought leadership and working with hundreds of CPA firms

  • Clarity on what your firm needs and alignment with operational goals and strategic objective

  • A clear strategy to facilitate the success of the project

or contact Megan Schottler at 888-266-6375 or Email

CPE Information

Marc Staut

Chief Innovation & Technology Officer


Envision Process


Brian Coventry

Principal & Consultant

Need more details?

We are here to assist. 

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Overland Park, Kansas

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