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Member Stories
Accounting Talent Retention in the Age of Modern Tools
iscover how client management software helps firms improve accounting talent retention by reducing burnout and attracting next-gen professionals.
Guest Author
Sep 114 min read
Connections, Collaborations and Takeaways from the 2025 Boomer Circle Summit
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.
Heather Robinson
Sep 32 min read
Ten Honored as Visionaries at Boomer Circles™ Summit
Ten standout firms and solution providers were honored with the 2025 Boomer Visionary Awards at the Boomer Circles™ Summit. These leaders exemplify innovation, excellence, and transformative impact in leadership, talent, process, growth, and technology—shaping the future of the accounting profession.
Boomer Consulting, Inc.
Aug 204 min read
A Practical Cybersecurity Compliance Guide for CPA Firms
Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.
Guest Author
Aug 114 min read
Netgain Launches CPA Cloud Essentials – A Turnkey Azure Solution Tailored for Growth-Minded CPA Firms
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.
Guest Author
Aug 112 min read
Insights and Epiphanies from the 1st Annual Boomer Circle Summit
Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...
Heather Robinson
Sep 3, 20243 min read
E193 - Navigating the Struggles between Outsourcing Strategy
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...
Boomer Consulting, Inc.
Aug 27, 20241 min read
Ten Honored as Visionaries at Boomer Circle™ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™
Boomer Consulting, Inc.
Aug 19, 20244 min read
E192 - The Evolution of HR Roles in M&A for Organizational Growth
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...
Boomer Consulting, Inc.
Aug 13, 20241 min read
E191 - The Process of Developing a CAAS Group
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...
Boomer Consulting, Inc.
Aug 6, 20241 min read
E189 - A CIO's Perspective on Building Buy-In
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...
Boomer Consulting, Inc.
Jul 23, 20241 min read
E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
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...
Boomer Consulting, Inc.
Jul 16, 20241 min read
E176 - Leading Like a Coach: Building Teams for Success
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...
Boomer Consulting, Inc.
Apr 16, 20241 min read
E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
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...
Boomer Consulting, Inc.
Apr 2, 20241 min read
E162 - Transitioning Into the Role of CIO
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...
Boomer Consulting, Inc.
Jan 2, 20241 min read
Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...
Boomer Consulting, Inc.
Dec 7, 20235 min read
Blending accounting and technology: The journey to CIO
Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
Boomer Consulting, Inc.
Nov 6, 20233 min read
E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
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...
Boomer Consulting, Inc.
Oct 31, 20231 min read
E153 - Improving your Staff and Client Experience through Technology
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Boomer Consulting, Inc.
Oct 24, 20231 min read
Learning from other operations professionals to support firm growth and accelerate success
Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...
Boomer Consulting, Inc.
Oct 11, 20233 min read
E151 - Measuring Success: Analyzing the Impact of Data Governance
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...
Boomer Consulting, Inc.
Oct 10, 20231 min read
E150 - Growing your Firm’s Advisory Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Boomer Consulting, Inc.
Oct 3, 20231 min read
The transformative power of community and collaboration
Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
Boomer Consulting, Inc.
Sep 21, 20233 min read
Personal growth and firmwide gains stem from building peer relationships
Michelle Crow, CEO and Owner of Varney & Associates, may have been destined for a career in accounting. When touring colleges and trying...
Boomer Consulting, Inc.
Aug 23, 20233 min read
E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Boomer Consulting, Inc.
Aug 22, 20231 min read
E142 - How Becoming a Thought Leader Can Benefit Your Firm
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...
Boomer Consulting, Inc.
Aug 8, 20231 min read
Collaborate to create innovative solutions, foster creativity and develop strong relationships
Sean Smith, Chief Marketing Officer at Schneider Downs, is used to being a right-brained person in a left-brained company. He joined the...
Boomer Consulting, Inc.
Jul 27, 20233 min read
E138 - The Crucial Role of Succession Planning in Every Firm
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...
Boomer Consulting, Inc.
Jul 11, 20231 min read
E137 - The Importance of People-Inspired Resource Management
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...
Boomer Consulting, Inc.
Jul 4, 20231 min read
E135 - Visioning and Strategic Planning with Bill Dunton
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
Boomer Consulting, Inc.
Jun 20, 20231 min read
E133 - Creating a Future-Focused Approach to Resource Allocation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
Boomer Consulting, Inc.
Jun 6, 20231 min read
E132 - The Importance of a Vision & Strategic Plan
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
Boomer Consulting, Inc.
May 30, 20231 min read
E131 - 3 Ways to Develop, Upskill and Educate in the Year Ahead
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
Boomer Consulting, Inc.
May 23, 20231 min read
PART 2: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
Boomer Consulting, Inc.
May 9, 20231 min read
PART 1: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
Boomer Consulting, Inc.
May 2, 20231 min read
E126 - The Importance of Learning and Development in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
Boomer Consulting, Inc.
Apr 11, 20231 min read
E122 - The Evolving Role of the CMO in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Boomer Consulting, Inc.
Mar 14, 20231 min read
Learning Leadership, Life Skills & Confidence with Eagle U!
Every parent wants to equip their children with the life skills and academic qualifications to become confident, responsible and...
Heather Robinson
Feb 8, 20224 min read
Chris Barnes of Howard LLP Featured in Toggle
We love it when our clients get some well-deserved attention for the amazing things they’re doing in the profession. One such example is Chr
Heather Robinson
Sep 22, 20201 min read
Leadership, talent, growth, technology and process lead to award-winning results!
How do the firm’s leaders and people stand out from the crowd and routinely deliver excellence? After working with the Abacus team for years
Heather Robinson
Sep 3, 20205 min read
Gaining the confidence to push the firm forward.
Investing in tomorrow’s leaders is absolutely critical for accounting firms. True leaders continually grow, learn, and encourage others to d
Heather Robinson
Apr 7, 20203 min read
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