L. Gary Boomer

Midsized CPA firms can leverage algorithms for operational excellence across multiple service lines and functions.

This strategy allows firms to scale rapidly, control overhead, and expand their impact without increasing what they own.

One way to stay ahead of changes in the profession is to leverage peer networks for access to expertise, insights, and collaborative opportunities.

Traditional talent development models rely on in-house staff and struggle to keep pace with the changes accounting firms face.

A "massively transformative purpose" offers a shared vision — it's a north star to align every firm member toward a shared goal that transcends traditional success metrics.

Adopting ExO attributes isn't just a way to boost profits; it's a pathway to attract top talent and engage clients looking for forward-thinking solutions.

Artificial intelligence is transforming how firms manage tax returns, communicate with clients and handle administrative tasks.

One of the biggest differences between the two models is the ability to sustain success and stay future-ready, especially in today's disruptive environment.

Firm leaders face the twin challenges of managing current operations while positioning themselves for future growth.

Cybercriminals are constantly devising new ways to infiltrate your systems, putting your client's confidential information at risk.