Ten Honored as Visionaries at Boomer Circles™ Summit
- Boomer Consulting, Inc.
- 8 minutes ago
- 4 min read
Kansas City, MO – August 19, 2025—Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2025 Boomer Circles™ Summit in Kansas City, Missouri. These awards honor member firms and sponsor partners in the accounting profession that demonstrate exemplary performance and innovation.
Leadership Visionary Award: Baldwin CPAs
The partner group at Baldwin CPAs has transformed its leadership approach by integrating employee feedback at every level. Expanding their Leadership Group to include Senior Managers and HR, along with creating the employee-led BE Committee, ensures strategic decisions reflect day-to-day realities. These initiatives drove a 50% reduction in turnover, boosted employee satisfaction with growth opportunities by 97%, and fostered a culture of empowerment and accountability. Recognized as a ClearlyRated Best of Accounting award winner with client satisfaction well above average for the accounting profession, Baldwin CPAs exemplifies a leadership culture that serves, teaches and uplifts.
Talent Visionary Award: Schellman
Schellman’s people-first approach fuels innovation and growth. In 2024, the firm added five new services, expanded globally and enhanced third-party risk management capabilities through strategic acquisition. Programs like the Schellman Pathways Mentorship Program, revamped onboarding and employee-led CARES initiatives foster engagement and development. With certifications like CREST accreditation and a commitment to diversity and inclusion, Schellman continues to lead with a culture of continuous improvement and responsiveness to employee and client needs.
Process Visionary Award: Sorren
Born from the unification of community-based firms, Sorren pioneered a collaborative model for mergers in the accounting industry. Leveraging Boomer Consulting’s tools and methodologies, the firm undertook a comprehensive integration of assurance processes, aligning workflows, roles and titles across offices. The result is improved efficiency, reduced burnout and stronger unity across the organization, proving that mergers can be co-created rather than imposed from the top down.
Growth Visionary Award: Springline Advisory
Springline Advisory is building a “big, small firm” that preserves local client relationships while offering the resources of a national firm. In just over a year, it united six firms, expanded services and launched initiatives like the Keystone Partner Summit and Go-To-Market Series to unify leadership and service delivery. By focusing on cultural fit and long-term vision, Springline achieves sustainable growth while maintaining quality and client intimacy.
Technology & Innovation Visionary Award: Adams Brown
Adams Brown’s in-house IT team partners with client service professionals to build purpose-built tools that save time, improve data governance and enhance client service. From automating e-filing processes to developing BI tools for data accuracy and custom apps for engagement letter management, these initiatives saved over 8,000 hours in the past year and created scalable, repeatable solutions tailored to the firm’s needs.
Leadership Visionary Award: HubSync
Under CEO John McGowan’s leadership, HubSync grew from a focused product to a comprehensive AI-powered platform supporting every phase of the tax engagement lifecycle. McGowan’s people-first approach and commitment to innovation built a global, motivated team that delivers continuous improvements at an unmatched pace and positions HubSync as a trusted partner in modernizing the accounting profession.
Talent Visionary Award: Wolters Kluwer
Wolters Kluwer’s culture of innovation drives talent engagement and development through initiatives like Code Games, the Global Innovation Awards and InnovateHub. These programs encourage cross-functional collaboration, creativity, and the creation of solutions that deliver measurable value. By aligning talent strategy with business goals, Wolters Kluwer empowers employees to lead change and fuel innovation.
Process Visionary Award: Caseware
Caseware delivers transformative audit technology that meets firms where they are—desktop, cloud or hybrid. Tools like the OnPoint Suite, LeaseJava, Extractly, Validate and AiDA streamline workflows, enhance compliance and integrate seamlessly with other systems. These innovations deliver significant efficiency gains for clients, proving Caseware’s commitment to impactful, practical solutions. SafeSend's dedication to improving data collection, extraction and classification processes enhances the client and firm experience and sets a new standard in the profession.
Growth Visionary Award: Firm360
Firm360’s all-in-one practice management platform replaces fragmented systems with a unified solution that streamlines operations, boosts profitability and improves client service. With deep integrations, automated workflows and white-glove onboarding, Firm360 helps firms of all sizes achieve measurable operational improvements and faster cash flow—cementing its role as a growth catalyst in the profession.
Technology & Innovation Visionary Award: Basis
Basis is the first AI platform purpose-built for accounting firms, deploying AI agents to perform end-to-end accounting workflows with high accuracy. By shifting accountants from “doers” to “reviewers,” Basis reduces prep time, improves review quality and combats burnout. With a dedicated in-house AI research team and backing from industry-leading investors, Basis redefines what’s possible in accounting workflow automation.
“The Boomer Visionary Awards celebrate organizations that actively shape the future of the accounting profession,” said Sandra Wiley, President of Boomer Consulting, Inc. “This year’s winners prove that when leadership, talent, process, growth and technology come together with intention, the results are transformative for firms, their people and their clients.”
The winners were chosen from nominations submitted by hundreds of firms and solution providers in the Boomer Circles™ communities.
About Boomer Consulting, Inc.
Boomer Consulting, Inc. provides consulting services to hundreds of the highest-performing CPA firms. Their unique and powerful solutions target five areas critical to a firm’s success: Leadership, Talent, Technology, Process and Growth. For more information, visit www.boomer.com.
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Contact: Heather Robinson
Boomer Consulting, Inc.
Phone: 785-537-2358