Boomer Consulting, Inc.

What Boomer Consulting, Inc. does

Boomer Consulting, Inc. is a privately held professional services and education firm founded in 1996 in Kansas City, Missouri, that serves CPA and accounting firms across five practice areas: Leadership, Talent, Process, Technology, and Growth. The company operates primarily through peer-based Circle communities (Managing Partner, Talent, Technology/CIO, Process, Growth, among others) in which firm leaders convene to share insights, benchmark, and solve challenges, supplemented by custom consulting engagements, the three-year Boomer Leadership Academy program, and the philanthropic Eagle U youth initiative.

The company's technology surface centers on the Boomer Knowledge Network (BKN), a self-serve digital platform launched in 2025 that delivers articles, guides, accelerator courses, podcasts, and the three-level Certified Process Improvement Leader (CPIL) certification (priced at $2,219-$3,330 per level). The firm holds NASBA CPE Sponsor and SHRM Recertification Provider registrations, allowing BKN content and Academy programming to carry continuing education credits. A 40+ sponsor partner ecosystem underwrites community programming and provides technology and service offerings to member firms.

Revenue is generated across five streams: BKN subscriptions ($47/month or $470/year per seat), CPIL certification courses (one-time), Circle Membership subscriptions (annual, undisclosed pricing), Leadership Academy engagements, and custom consulting. Distribution combines direct sales through Solutions Advisors with self-serve online subscription and an event-driven community flywheel anchored on the annual Boomer Circle Summit.

Name

Boomer Consulting, Inc.

Legal name

Boomer Consulting, Inc.

Website

https://boomer.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Boomer Consulting is a privately held Kansas City firm founded in 1996 that advises CPA and accounting firms through peer Circle communities, consulting engagements, the Boomer Leadership Academy, and the Boomer Knowledge Network digital subscription and certification platform.

Ownership category

akta.pro rank

Product category

Accounting Practice Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Leadership Development & Executive Coaching (BPAHAGAD), Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH), Corporate & Leadership Development (BPACANAA), Executive Leadership & C-Suite Development (EDABAAAA)

Keywords

• CPA firm consulting
• Accounting practice management
• Leadership development training
• Process improvement certification
• Peer community networks

Headquarters

HQ city

Manhattan

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. BKN Subscription: Monthly or annual subscription to Boomer Knowledge Network providing access to digital library, accelerator courses, tools, articles, and guides. Starting at $47/month or $470/year with discounts for additional seats. Complimentary access included with Circle Membership.
2. CPIL Certification Courses: Pay-per-course premium certification program for process improvement leadership. Three levels available at $2219, $2219, and $3330 respectively.
3. Circle Membership: Peer community membership providing access to communities of practice, benchmarking data, peer insights, and complimentary BKN access. Includes Managing Partner Circle, Talent Circle, Technology Circles, Process Circle, Growth Circle, and others.
4. Leadership Academy Training: Three-year leadership development program for CPA firm professionals, with in-person sessions and ongoing accountability
5. Consulting Services: Custom consulting engagements for leadership, talent, growth, technology, and process improvement across five areas critical to CPA firm success

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels8 records

Core offering

Boomer Consulting, Inc. provides consulting, training, and peer community services to CPA and accounting firms across five practice areas: Leadership, Talent, Growth, Technology, and Process. Offerings are delivered through direct consulting engagements, the Boomer Knowledge Network (BKN) digital subscription platform, peer-based Boomer Circle communities, the Boomer Leadership Academy program, and the Certified Process Improvement Leader (CPIL) certification curriculum.

Product overview

Boomer Consulting, Inc. operates the Boomer Knowledge Network (BKN), a comprehensive digital platform providing accounting professionals with tools, articles, guides, and on-demand certification courses. The BKN portfolio includes BKN Accelerator Courses included with membership and the premium Certified Process Improvement Leader (CPIL) certification. Beyond the digital platform, Boomer offers in-person programs including the Boomer Leadership Academy (a three-year leadership development program) and Circle Membership peer communities covering Technology, Talent, Growth, Process, and other areas. Strategic partnerships with RightFit and Miles Masterclass extend AI-focused and growth system offerings to accounting firms. The company targets the accounting profession with consulting, training, and community-based peer networks focused on five key areas: Leadership, Talent, Technology, Process, and Growth.

Differentiator

Problem solved

Functional benefit

Brands

• Boomer Knowledge Network (BKN): An online digital platform providing on-demand training, accelerator courses, certification programs, tools, articles, guides, and podcasts designed for the accounting profession.
• Boomer Leadership Academy
• Certified Process Improvement Leader (CPIL)
• Eagle U

Products and services

• Boomer Knowledge Network (BKN) A digital library and learning management platform providing accounting professionals with on-demand access to tools, articles, guides, accelerator courses, and podcasts, structured around five pillars: Leadership, Talent, Process, Growth, and Technology.
• Certified Process Improvement Leader (CPIL) A three-level on-demand certification program teaching process improvement skills for accounting and professional services firms, covering core concepts, identifying inefficiencies, implementing streamlined workflows, leveraging technology, and fostering continuous improvement culture. Level 1 priced at $2,219, Level 2 at $2,219, and Level 3 at $3,330.
• Boomer Leadership Academy A three-year leadership development program tailored for CPA firms, designed to turn new partners, managers, and emerging leaders into confident and capable leaders through twice-yearly sessions of a day and a half each.
• Boomer Circle Membership Communities Peer-based membership communities bringing together CPA firm leaders across roles (Managing Partner, Talent, Technology, Process, Growth, CIO, L&D, CAAS, Marketing & Business Development) to share insights, solve challenges, benchmark performance, and accelerate growth. Membership includes complimentary access to Boomer Knowledge Network.
• Boomer Consulting Services Custom consulting engagements for CPA and accounting firms covering leadership, talent, growth, technology, and process improvement, delivered by Boomer consultants who work directly with firm leadership teams to develop strategy and provide implementation support and accountability.

Quantifiable outcome

• 1,750+ clients served since 1996
• +1 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• RightFitcoreStrategic or Co-development Partner · 26 February 2026Strategic partnership where Boomer Consulting works with RightFit to deliver growth systems to accounting firms. RightFit uses a proprietary 5 Frameworks for Growth approach encompassing strategy, messaging, marketing, communication, and automation. The partnership helps Boomer's network of CPA firms access client acquisition and retention solutions.
• Miles Masterclass Inc.coreStrategic or Co-development Partner · 20 November 2025Strategic partnership to provide AI-focused training for accountants. The collaboration offers exclusive access to Miles Masterclass content including CPE, micro-lessons, and real-world AI tool demos to firms across Boomer Consulting's network. Extends Boomer's educational offerings with AI-specific professional development.
• Sponsor Partner NetworkminorOthersNetwork of 40+ sponsor partners including technology vendors, software companies, and service providers who share costs of meeting facilities, bring key contacts to meetings, and provide value-added opportunities to Boomer members. Sponsors screened for authentic value including Abacus, Accrual, AI Wyn, Amelios Software, Anchor, Basis AI, BDO, Beech Valley, BeEye, Bill.com, Blackore AI, Canopy, Caseware, CETROM, ABDO Solutions, CPA.com, Crunchbase, Fieldguide, MyFirm360, GR8 Global, Gusto, HubSync, Ignition, Inflo, Intapp, Intuit, Karbon, Laurel AI, LCVista, Madras Accountancy, Miles Masterclass, My CPE, Netgain Cloud, Pacific ABS, Practice ERP, Practice Pro, Proven Payroll, Qount, Reach Reporting, Remitian, RightWorks, Surgent, SoraBan, SPNX Consulting, Suralink, SysCloud, Trullion, Truss, Thomson Reuters, UWorld, Wolters Kluwer, Zoho.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• TaxDome: TaxDome is an all-in-one practice management suite (CRM, workflow, document management, client portal) for accounting firms. Comparable as a younger, fast-growing alternative to Boomer's consulting-led process offerings.
• Right Networks: Right Networks provides cloud hosting, applications, and IT services to accounting firms. Comparable because it sits at the intersection of technology, security, and practice operations — themes central to Boomer's Technology Circles and process consulting.
• Financial Cents: Financial Cents is a workflow and client-request management platform built for accounting firms. Competes with Boomer's process-improvement narrative on a SaaS basis, targeting the same managing-partner buyer.

Broad incumbents

• Thomson Reuters: Thomson Reuters offers tax, audit, and practice management suites (CS Professional Suite, Checkpoint, Audit Intelligence) plus a deep network of consulting and learning resources for CPA firms. A broad incumbent whose offerings overlap Boomer's across technology, process, and learning.
• Intuit ProConnect: Intuit's ProConnect suite (ProConnect Tax Online, Lacerte, ProSeries, QuickBooks Online Accountant) serves tax and accounting professionals with software, training, and an online accountant directory. A broad incumbent competing for the CPA-firm's technology and growth budget.
• Canopy: Canopy provides practice management, client engagement, and accounting workflow software. Comparable as a technology-led competitor to Boomer's consulting and process-improvement offerings within the same CPA-firm market.
• Xero: Xero is a cloud accounting platform with a partner program, education resources (Xero Learn), and app ecosystem for accounting practices. A broad incumbent whose accountant-focused education, community, and growth tools compete with Boomer's BKN and Circles.
• Karbon: Karbon is a workflow and practice management SaaS platform built for accounting firms. It competes with Boomer's Process Circle and consulting themes and is a fellow member of Boomer's sponsor network, targeting the same CPA-firm buyer with technology rather than consulting.
• Wolters Kluwer: Wolters Kluwer's Tax & Accounting division (CCH, ProSystem fx, TeamMate) provides software, compliance, and learning solutions to CPA firms. A broad incumbent whose practice-resources, training, and benchmarking tools overlap Boomer's BKN and Circles.

Direct peers

• Rootworks: Founded by Rita Keller, Rootworks operates peer-group communities, coaching, and consulting specifically for CPA firm managing partners and partners. Directly comparable to Boomer's Circle Membership and leadership consulting model for the same accounting-firm buyer.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/thinkplangrow
• Facebookfacebook.com/boomerconsultinginc
• LinkedInlinkedin.com/company/boomerconsultinginc
• Instagraminstagram.com/boomerconsulting

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boomer Consulting, Inc.