Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles Summit in Kansas City, Missouri. These awards honor member firms and sponsor partners in the accounting profession that demonstrate exemplary performance and innovation.
Leadership Visionary Award: TaxOps
The leaders at TaxOps are transforming tax specialty services by prioritizing clients, people, and communities. Founded by four Big Four veterans, their pioneering business model emphasizes autonomy, work-life balance, diverse skill sets and collaboration.
Their leadership combines the strengths of a national tax brand with the personalized engagement of a boutique firm. Through transparent fixed-fee pricing and active team collaboration, TaxOps’ leaders ensure efficient tax solutions without the pressures of hourly billing, fostering a deep culture of trust and flexibility.
Talent Visionary Award: Bryne | Zizzi CPA, PLLC
https://bz.cpa/
Byrne Zizzi CPA excels in talent management by fostering a supportive and flexible work environment where employees feel valued and have ample growth opportunities. Their focus on continuous development through skill enhancement, certifications, and mentorship has led to high retention rates and the effective attraction of new talent.
The firm’s commitment to listening to employees’ needs and supporting community involvement promotes a culture of well-being, accountability and work-life balance.
Process Visionary Award: Anders CPAs + Advisors
Anders CPAs + Advisors has revolutionized client data management by implementing a full-cycle CRM. Their integration of Dynamics Sales with CCH Axcess and iChannel has streamlined data management, ensuring accuracy and transparency.
By automating client data integration, Anders eliminates manual updates and ensures all information is submitted upfront, improving data accuracy, user experience and transparency throughout the business development lifecycle. This innovation allows advisors to track interactions and make better business decisions, enhancing service levels and supporting informed growth.
Growth Visionary Award: Brewer, Eyeington Patout
Under the visionary leadership of Managing Partner Amy Restivo, Brewer, Eyeington, Patout & Co. has achieved significant growth by targeting clients and projects aligned with their expertise. This client-centric approach has resulted in a remarkable 500% increase in revenue per client over the past 12 months.
The firm’s focus on quality over quantity has enabled it to expand its talent pool, bringing in new skill sets to better manage client relationships. The firm’s evolving business model embraces new technology, processes, and innovative service offerings.
Technology & Innovation Visionary Award: Wolf & Company, PC
https://www.wolfandco.com/
Wolf & Company excels in delivering innovative solutions through a comprehensive data strategy and robust data management. Their enterprise data integration leverages Azure and APIs to enhance efficiency and data integrity. They also adopted a Zero Trust Strategy with Microsoft services to ensure a secure infrastructure.
Wolf & Company’s “Audit AI” initiative uses artificial intelligence to streamline audit processes, demonstrating the company’s commitment to leveraging technology for growth and superior value.
Leadership Visionary Award: Netgain
www.netgaincloud.com
Netgain Technology demonstrates exemplary leadership and innovation in advancing the accounting profession. As a leading managed services provider, Netgain addresses the technology needs of CPA firms, helping them grow their capacity and capabilities.
Its launch of Nexus360, a revolutionary cybersecurity product, provides unparalleled protection and streamlined operations for CPA firms. Netgain’s strategic initiatives and top-tier solutions set new benchmarks for teamwork, excellence, and collaboration.
Talent Visionary Award: Karbon
Karbon fosters a culture of continuous learning and professional growth, creating a vibrant and engaging workplace where employees are highly motivated and involved.
Karbon’s practice management platform drives efficiency and client satisfaction, while its commitment to diversity ensures an inclusive environment where all team members can thrive.
Based on employee feedback, Karbon was certified by Great Place To Work in the United States, Australia, the United Kingdom, and New Zealand in 2024, with 90% of employees affirming that Karbon is a great place to work—33 points higher than the average.
Process Visionary Award: SafeSend
SafeSend has revolutionized the tax document gathering process with AI-enhanced features. Its platform improvements, including engagement letter delivery, fillable organizers, custom questionnaires, and secure file transfer, address the challenges of manual tax document gathering. These enhancements led to 79% new customer growth and a 137% year-over-year increase in product usage.
SafeSend’s dedication to improving data collection, extraction and classification processes enhances the client and firm experience and sets a new industry standard.
Growth Visionary Award: Aiwyn
Aiwyn demonstrates exceptional strategic growth and innovation in the accounting profession. Its recent expansion into the Canadian market exemplifies the company’s commitment to global growth and sustainable results.
Aiwyn’s Payments & Collections solution has led to significant improvements for its clients, showcasing the tangible benefits of its technology in enhancing revenue cycle management.
Technology & Innovation Visionary Award: Inflo
https://www.inflosoftware.com/
Inflo has revolutionized the accounting profession with its comprehensive digital audit solution. Its integrated workpapers, advanced data analytics, seamless client collaboration, and robust quality management enhance audit efficiency and client value.
The company’s pioneering solutions like Inflo Data Analytics and Inflo Workpapers streamline processes, offer real-time insights and turn challenges into growth opportunities.
“These awards highlight specific areas where these companies have made significant contributions, setting new standards and inspiring others,” said Sandra Wiley, President of Boomer Consulting, Inc. “It’s an honor to recognize some of the most innovative and influential companies in accounting.”
The winners were chosen from nominations submitted by hundreds of firms and solution providers in the Boomer Circles communities.
About Boomer Consulting, Inc.
Boomer Consulting, Inc. provides consulting services to hundreds of the highest-performing CPA firms. Their unique and powerful solutions target five areas critical to a firm’s success: Leadership, Talent, Technology, Process and Growth. For more information, visit www.boomer.com.
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