Tap into the Power of a Peer Network

In many firms, this tax season was the hardest in recent memory. Sweeping changes to tax laws, a redesigned Form 1040, explaining unexpected tax bills to clients and the longest government shutdown in history converged to create a challenging and stressful tax season for many professionals. It’s times like these when we need to look outside of our own organizations for new ideas and best practices. That’s where joining a peer community can push you beyond your existing limits and offer a fresh perspective on the five areas critical to your firm’s success.


What takes a firm from good to great? Many firms have found the secret lies in efficient and effective processes that optimize value from a client’s point of view. Yet in a landscape of rapidly advancing technology and evolving client expectations, it can be challenging to stay on the forefront of Lean processes without accessing experience and expertise from outside your firm.

The Boomer Lean Circle is a peer community of individuals focused on becoming change agents in their organizations. The network helps its members discover lessons learned and best practices for building a culture of continuous improvement, plan for success and hold each other accountable to pushing forward on their goals to gain a sustainable competitive advantage.


Talent is the life-blood of any organization, and it’s especially crucial for an accounting firm’s success. Talent leaders need to implement initiatives to improve recruitment and retention, promote collaboration and expand engagement in employees.

Perhaps you’ve joined other HR networking organizations but found that the talent issues in a CPA firm are vastly different than those in many other industries. The Boomer Talent Circle is a peer network of talent professionals from other accounting firms who can give you better insight into what has and hasn’t worked for firms in our profession. With that knowledge, you can gain confidence in your decisions while discovering new ideas to implement and being aware of pitfalls to avoid. The people you meet in a true peer network will become trusted, lifelong friends and allies that you can lean on throughout your career as you become a better leader and transform your firm into an employer of choice.


Leading an accounting firm can be a struggle, even with a strong partner group. You know you need to shape your firm for the future and lead your team, but it can be difficult to tell whether you are on the right track.

The Boomer Managing Partner Circle is a network of accounting firm leaders who share ideas and concepts from different perspectives. The Boomer NextGen Leader Circle is a community of the accounting profession’s next-generation leaders, including managers, supervisors, new partners and C-suite talent, who come together to share knowledge, experiences and insight to become better managers and leaders.

In these communities, you’ll find that although your peers may come from different parts of the country, offer various services, and focus on different niches, many of the problems they face are the same. Sharing what works and what doesn’t work in a trusted, non-competitive environment helps you develop your own leadership skills, improve your firm’s performance and plan for the future.


Accounting firms often struggle because their IT leaders and firm leaders attend different conferences and events, hear different messages and as a result, face obstacles in getting in alignment.

The Boomer Technology Circles is a community of firm and IT leaders who support each other in making smarter management and technology decisions to reduce risk, save time and money and improve firm strategy. The Boomer CIO Circle is a community of accounting firm CIOs who help one another align firm strategy and technology as well as develop leadership skills beyond technology.

When firm and IT leaders share knowledge, best practices and learn about the latest technologies and innovations, individuals and firms perform at a higher level.


Most firm leaders know that to remain relevant and grow in the future, they need to shift their focus from compliance services to offer more consulting and advisory services to their clients. But it’s difficult to know where to start in the creation of new services while helping your team develop the mindsets, skillsets and toolsets to grow in this direction.

The Boomer Business Transformation Circle is a community of advisory services leaders who share their knowledge, best practices and lessons learned along the path to growing advisory services in their firms. The power of a peer network will help you fast track your progress and increase confidence that your firm is making sound decisions that will accelerate your success.

No matter your focus, it’s what you don’t know you don’t know that costs you a lot of time and money. When you invest your time, effort and energy in growing relationships within a network of your peers, you can quickly identify where you are lagging behind, where you are on the right path and where your firm is leading the pack.

You’ll discover a number of advantages when you step outside your own four walls and start networking with leading CPA firms from across the country. The core principle of all of our communities is that professionals who share best practices and lessons learned are best-prepared for the future and benefit the most from the rapid changes in the profession.

So which peer network is right for you?