We’ve been building relationships with Boomer Technology Circle member firms since SurePrep was founded in 2002, and we’ve been a Boomer Consulting Sponsoring Partner since 2009. At sponsored Boomer events, through webinars, and face-to-face meetings we use a consultative approach to helping you improve the efficiency and profitability of your tax practice.
There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.
August 16, 2018
As a proud sponsor of the Boomer Technology Circles Summit 2018 in Kansas City, MO., August 12th-15th, SurePrep believes that luck (and success) favors the prepared. Boomer Consulting Group prepares forward-thinking CPA firms for success. They assist firms in ensuring their future readiness in five key areas: leadership, talent, growth, technology, and processes.
“Being successful and prepared for the future is highly dependent on relationships. Our annual BTC Summit is a unique opportunity to meet and build relationships from some of the most forward thinking people in our profession.” -BTC 2018
Boomer Technology Circle members attended many excellent sessions this week. Pete Smith from SmithImpact spoke about the relentless pursuit of significance. Very powerful. During The Boomer Briefing, L. Gary Boomer reiterated that TaxCaddy is one of the most exciting technologies he’s seen in the last couple of years. Download The Boomer Advantage Guide to Simplifying Tax Time. for an in-depth look at our TaxCaddy software.
The leader in 1040 tax automation, SurePrep provides the technology to maximize the productivity and success of CPA firms. Our solutions include scan and populate 1040 tax automation with optional OCR verification and an award-winning, mobile solution that eliminates the paper organizer. Attending this event and building relationships with the individuals and firms who will shape the future success of the industry was our privilege and we look forward to doing it every year. See you in November at the Boomer Technology Circles Fall Meeting!
Boomer Consulting Group’s calendar of events here: Events – Boomer Consulting
August 30, 2017
We recently returned from another great Boomer Technology Circles Summit in Kansas City, Missouri. If you’re interested in sharing best practices and learning about the latest technologies in the tax and accounting industry you should really be a member.
The Bridging the Gap Award winners were announced. Congratulations to the winners BKD, Bob Fink from Honkamp Kruger & Co, Mandy Nevius from Keiter, and Peter Henley from Clark Nuber (enjoy your retirement, Peter).
Change management and block chain technologies were both hot topics at the summit. In his keynote, Chris Heeter of The Wild Institute explained how dog sledding teams and CPA firms have a lot in common. SurePrep, cPaperless and Receipt Bank and about fifteen Boomer Technology Circle members enjoyed dinner and drinks at Plaza III – The Steakhouse.
All in all it was another fantastic event and we’re looking forward to the Boomer Technology Circles Fall Meetings in November. For more information on the Boomer Technology Circles and other services visit https://www.boomer.com/btc