What Boomer does well.
Boomer Consulting has been the CPA-firm strategic advisory standard for decades. The communities (Boomer Circle, Producer Circle), the events (Boomer Tech Summit), the contributor work in Accounting Today (L. Gary Boomer's column), and the methodology around the Five Pillars are well-known and effective. For firms wanting strategic alignment, peer benchmarking, and a multi-year transformation roadmap, Boomer ships value.
Where Boomer is the right answer.
Three patterns:
The firm that needs partner-group alignment before a build. Boomer's strength is helping a 20-partner firm reach consensus on the firm's strategic direction. Without that consensus, an AI build dies in the partner meeting before it ships. Get the consensus first; then ship the build.
The firm whose AI question is part of a broader transformation. "How does AI fit our 5-year M&A roadmap, our succession plan, our advisory growth target?" Boomer's framework answers questions at this scope. We do not.
The firm without an internal AI-literate operator. Boomer's work prepares the firm to make AI decisions. We assume the firm has already made the decision and needs the build. If your firm doesn't have someone who can read a one-page AI scope and react substantively, Boomer first; us second.
Where commissioned AI is the right answer.
Three patterns:
The firm whose strategy is set and the bottleneck is execution. If you've done the Boomer work, you know what to build. The next step is the build. Vertical commission goes from scope to working prototype in 7-10 days; advisory engagements deliver roadmaps in 12-16 weeks.
The firm with a specific named workflow + dollar figure. "Our PBC chase eats 940 partner-equivalent hours per season." That is a build problem, not a strategy problem. The CCH Axcess playbook describes what we'd ship.
The firm whose tax-prep stack is the leverage point. Custom AI on top of CCH Axcess, UltraTax, ProSystem fx, Lacerte, or Karbon. Stack-specific commission ships faster because the architecture is patterned across firms in the same vertical.
The honest read.
Many of the firms we work with have been Boomer clients at some point. Some still are. The two motions are complementary, not competitive. Boomer answers "where should we go." We answer "build the thing." Sometimes a firm needs both; sometimes one or the other; sometimes neither, in which case we both tell them so.