Giving your people the skills and confidence to lead teams to greater performance.

"The need for project management skills is increasing due to the expanding complexities in the areas of client management, staff management, partner management and overall workload demands."

Arianna Campbell, Director, Boomer Consulting, Inc.

 
1. Complete Interest Form

Provide us with basic information regarding your firm and your firm's interest in project management training.

2. We Connect

One of our Solutions Advisors and an industry leading consultant will review your form and will reach out to schedule a short call to discuss your needs.

3. Create a Game Plan

You will have clarity on your firm's process improvement initiative and a plan to allow you to focus and take action.

4. Our Guarantee

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.

"Participants will learn practical, effective strategies that focus on decreasing turnaround time and delivering a high level of internal and external client service."
Arianna Campbell, Director, Boomer Consulting, Inc.

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

 
What makes Boomer's Project Management for
CPA Firms so different?

Most CPA firms understand that effective management of projects and engagements is crucial to client satisfaction, growth and profitability. However, many have struggled to find the right training, tailored to a CPA firm, to develop their leaders in this area. 

We know how hard it can be to manage multiple and competing priorities and have helped many firms become better at doing so. When your leaders have the skills and confidence to manage effectively, the entire firm performs at a higher level.

 

Boomer's Project Management for CPA Firms focuses on helping in-charges/managers better manage the four competing priorities at their levels - managing up to partners, managing down to their team, managing out to the client, and managing their own workload. This training helps your in-charges/managers better manage these priorities within the context of audit, tax, accounting and consulting projects.
 

When you leverage Boomer's Project Management for CPA Firms, you will:

  1. Receive focused, specific and practical project management skills. 
     

  2. Improve profitability on engagements.
     

  3. Enhance engagement and client communication.
     

  4. Have happier and more satisfied in-charges/managers, leading to improved retention and firm bench strength

Now more than ever, CPAs need project management skills to deal with expanding complexities in the areas of client management, staff management, partner management and overall workload demands. Schedule a Project Management for CPA Firms session today. 

 

Why? Because your rising leaders need to develop the skill set crucial to staying on top in a successful firm.

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

 

Site Title

What You Get With

Project Management For CPA Firms

  • Enhanced Project and Engagement Management skills to improve productivity and client service.
     

  • Confidence to lead teams to greater performance.
     

  • Improved communication strategies to all key stakeholders.
     

  • Development of skill sets crucial to successful mid-level and upper-level practitioners in CPA firms.

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

CPE Information

The Boomer

Project Management For CPA Firms

Trainer

 
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Overland Park, Kansas

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