Course ID: FPOS

The Boomer Advantage: 5 Pillars of a Successful Firm

Most accounting firms miss out on an enormous amount of revenue growth and increased profitability because they don’t have a clear roadmap that focuses on the most crucial aspects of their business. In this course, you’ll learn about The Boomer Advantage, a unique model that focuses on the five areas critical to a firm’s success and future-readiness: Leadership, Talent, Technology, Process, and Growth.​

Learning Objectives

  • Identify the five pillars and why focusing on these areas is better than concentrating on billable hours
  • Describe how to use these pillars and start setting your firm up for the future

Major Topics

  • Leadership: Meaningful work; Hands-on management; Positive work environment; Alignment and vision; Specialization
  • Talent: Why talent is so crucial in the profession today; Why firms need to implement initiatives to improve recruitment and retention, promote collaboration, and expand employee engagement; Organizational design with culture and engagement in mind.
  • Technology: IT planning and prioritization; Cloud vs. on-premises; Vendor relationships; The Internet of Things (IoT) 8 Blockchain; Robotic Process Automation (RPA)
  • Process: Areas of the firm that can benefit from process improvement – it’s not just compliance work! ; Overview of the DMAIC model; Intersection of process and technology; A focus on consistency; Continuous Improvement as a strategy; Process calls to action
  • Growth: CRM System; Revenue quarterback; Firm wide process; Marketing Automation; Sales Training

Advanced Preparations


Who Should Attend

Anyone working in a firm environment

Fields of Study

Business Management & Organization




Boomer Consulting, Inc.

CPE Credits




This course is available for your group as:


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