@Jon_Hubbard

Shareholder & Consultant @ThinkPlanGrow, Consultant to the Accounting Profession, Helping Firms Grow, StoryBrand Certified Guide

 Kansas City, MO
boomer.com
Joined January 2009
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AI is a major topic, but firm leaders are balancing much more. Derek Olsen says, “AI is one of the biggest topics of conversations at all eleven of our circles. But it’s not the only topic.” Learn more: boomer.link/xnf #AI #Leadership

Keeping the Human Touch in a World of AI | Boomer Blog

As AI reshapes the way we work, one thing remains constant: the value of human connection. Derek Olsen explores how AI is changing jobs, why peer communities matter more than ever, and how firm...

boomer.com
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Client experience depends on clear handoffs, communication, and accountability. Recent Process Circle insights help leaders find where expectations break down. Read here: boomer.link/7kf #ClientExperience #FirmGrowth
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AI progress starts with better leadership questions. Gary Boomer says, “Think is the discipline of stepping back from the operational treadmill.” Learn more: boomer.link/363 #AI #Leadership

Boomer's Blueprint: Leadership is critical in the Age of AI

The problem is not that the technology team lacks competence. The problem is that AI transformation is not a technology project.

accountingtoday.com
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Clear positioning helps firms attract better-fit clients, explain value faster, and reduce friction around scope. Read here: boomer.link/7pc #FirmGrowth #AdvisoryServices
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A launch is not the finish line. Jacqueline Lombardo warns that half-implemented change “erodes execution quality and team morale.” Lead beyond go-live. Learn more: boomer.link/rdd #ChangeManagement #CPA

Change Management in Accounting Firms | Boomer Blog

Accounting firms don’t have a change resistance problem. They have a change saturation problem. As AI adoption, new platforms, and evolving workforce expectations accelerate, firms must rethink how...

boomer.com
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Is marketing involved early enough? Growth depends on pricing, client experience and data because “Marketing leadership is no longer about execution.” Explore more: boomer.link/c88702 #FirmGrowth

Why Growth as Infrastructure Matters for Firms | Boomer Blog

Growth in today’s accounting firm isn’t just about generating demand—it’s about building the systems that sustain it. From pricing strategy to client experience and data-driven decisions, firms must...

boomer.com
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Client trust and AI adoption now go together. Cetrom shares that SENTINEL is designed to “Detect sensitive entities in real time.” Learn more: boomer.link/mca #AccountingFirms #AI

AI Data Redaction for Accounting Firms: Cetrom Sentinel Beta | Cetrom

As accounting firms expand their use of AI, protecting client data becomes even more critical. Cetrom Sentinel is designed to automatically identify and redact sensitive information before it reaches...

boomer.com
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Technology choices are easier when leaders can learn from others. In the article, Marc explains, “Technology decisions are complex enough without having to figure it all out from scratch.” Read here: boomer.link/s03 #TechStrategy #FirmLeadership

Your Tech Stack Isn’t the Problem - Your Architecture Is

The problem is how those tools relate to each other and to your firm’s strategy, workflows and people.

cpapracticeadvisor.com
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Growth depends on how well your firm connects people, process and technology. See what Boomer Managing Partner Circle peers recently shared. Read here: boomer.link/bgk #FirmGrowth #CPAfirm
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Data is only useful when teams can trust it and act on it. “Most firms already collect relevant data across multiple platforms. The challenge is integration.” Learn more: boomer.link/a8ce2a #Accounting #KPIs
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Technology strategy works better when it connects to capacity, service, and firm priorities. Read here: boomer.link/jyl #FirmStrategy #AccountingTech
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Can prospects quickly understand where your firm fits? Heather Robinson warns, “If your firm isn’t part of that equation, you’re not part of the conversation.” Learn more: boomer.link/3gq #AI #FirmGrowth

The End of Search as We Know It: How AI Rewrites the Rules of Firm Growth

AI doesn’t browse your site the way a person does. It pulls signals, connects dots and makes decisions based on what is clear and consistent.

cpapracticeadvisor.com
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Recent Circle discussions show how audit leaders are testing AI in practical ways, from review notes to workpaper support, while helping teams learn the tools. Read here: boomer.link/cpk #Audit #AI #BoomerCircles
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“Deciding what comes second is as strategic as deciding what comes first.” — Jacqueline Lombardo When everything is urgent, teams lose focus. Prioritize the order of change. Read here: boomer.link/rdd #Leadership #AccountingFirms

Change Management in Accounting Firms | Boomer Blog

Accounting firms don’t have a change resistance problem. They have a change saturation problem. As AI adoption, new platforms, and evolving workforce expectations accelerate, firms must rethink how...

boomer.com
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Plans turn peer learning into progress. “We never want our members to leave a high-value meeting with good intentions and no plan.” Read here: boomer.link/ld0 #TaxLeadership #BoomerCircles
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Your message works better when it feels familiar to the client. “Firms that tailor their approach to specific industries can create stronger connections and more effective client relationships.” Start with focus. Read here: boomer.link/bp3 #AccountingFirms

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

Clients increasingly seek advisors who understand their industry’s regulatory environment, competitive pressures, economic cycles, and operational nuances.

cpapracticeadvisor.com
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Client expectations are shifting with AI. Firms that adapt how they communicate and deliver value will stand out. “The pace of AI advancement requires leaders to rethink how they approach transformation.” — Marc Staut Learn more: boomer.link/60ac6b #AccountingFirms #AI

Leading adaptive transformation in the face of AI

When accounting firm leaders build guardrails, train their people and stay actively engaged, AI will become a force multiplier — not a liability.

accountingtoday.com
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L&D should connect to firm growth. @LCvista helps firms identify “the right skills to build” so development supports strategy. Learn more: boomer.link/hgy #GrowthStrategy #TalentDevelopment

Accounting Firm L&D Solutions for Scalable Growth | LCvista

Accounting firms are under pressure to grow while navigating talent shortages, AI disruption, and increasing demand for skilled professionals. LCvista Plus and Spiirall Managed Services help firms...

boomer.com
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“Marketing leadership is no longer about execution. It’s about architecture.” — Heather Robinson Give marketing the context to help shape pricing, positioning and client experience. Learn more: boomer.link/c88702 #BusinessDevelopment

Why Growth as Infrastructure Matters for Firms | Boomer Blog

Growth in today’s accounting firm isn’t just about generating demand—it’s about building the systems that sustain it. From pricing strategy to client experience and data-driven decisions, firms must...

boomer.com
5
Firm growth depends on focus. Jacqueline Lombardo notes, “But somewhere between the strategic imperative and the day-to-day reality, something is getting lost.” Sequence change so teams can execute. Learn more: boomer.link/rdd #Accounting #Growth

Change Management in Accounting Firms | Boomer Blog

Accounting firms don’t have a change resistance problem. They have a change saturation problem. As AI adoption, new platforms, and evolving workforce expectations accelerate, firms must rethink how...

boomer.com
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