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30. Revenue Replacement: A New Approach to Growth & Client Filtering

ID: 58590
Thursday October 26, 2023 1:00PM - 2:15PM

- Discuss approaches to identify your target client(s) and core packages of services. 

- Walk through building a business development and client intake process 

- Dive into messaging and creating a marketing strategy that attracts the right leads


James Boomer
Jim Boomer, Shareholder and CEO of Boomer Consulting, Inc., is an expert on managing technology within an accounting firm. He serves as the director of the Boomer Technology Circles and the CIO Circle. He also acts as a strategic planning and technology consultant and firm adviser to CPA firms across the country. Accounting Today called him a “thought leader who can help accountants create next-generation firms.” Jim is a prolific writer with a monthly column in The CPA Practice Advisor and has been published in a number of industry publications including Accounting Today, the International Group of Accounting Firms and several state society publications. Prior to joining Boomer, Jim worked for BearingPoint and Arthur Andersen Business Consulting in Phoenix, AZ and San Francisco, CA. Throughout his career, Jim’s projects have focused on IT strategy and implementation, including knowledge management, document management, workplace collaboration and corporate portals projects. He has experience with several e-Business and Business Intelligence technologies, and his previous client list includes several Fortune 500 companies. Awards and Recognitions 2012 - 2022 Top 100 Most Influential People in Accounting 2009 - 2022 IPA Most Recommended Consultants 2008 - 2015 CPA Practice Advisor’s “40 Under 40” CPA Practice Advisor’s Top 25 Thought Leaders 2015 - 2018 Chair of AICPA TECH+ Conference Steering Committee AICPA TECH+ Conference Steering Committee 2016 AICPA IMTA Standing Ovation Recognition 2011 AICPA Leadership Academy Graduate of the KSCPA’s "20 Under 40” Leadership Program 2011 - 2013 AICPA CITP Credential Committee 2018 Chair of KSCPA Board of Directors 2012 - 2014 and 2016 - 2018 KSCPA Board of Directors Kolbe Jim Boomer is a highly practical thinker who is willing to try new ideas but is careful to count the cost ahead of time. Though he is an innovator who enjoys promoting alternatives, Jim reviews all relevant evidence and abides by established processes. His creativity and imagination permit him to turn abstract ideas into reliable solutions. Unique Abilities Jim might rightly be categorized as a diplomat. He allows for and entertains different positions, paying close attention to what others say while offering his own point of view with kindness. He is a quick learner who is adept at simplifying complex issues to devise solutions and works to keep team members communicating effectively. Jim is also a business tactician with keen oversight of technology's impact on the company. Personal Jim holds a bachelor’s degree in Accounting and Management Information Systems from Kansas State University in Manhattan, Kansas and a Master’s in Business Administration from the University of Texas at Austin in Austin, Texas. He and his wife, Mary, live in Prairie Village, KS with their son, Miles, and daughter, Larren.