Boomer Consulting honored 10 recipients at its 2025 Boomer Circles Summit in Kansas City, Missouri.
The Boomer Visionary Awards honor member firms and sponsor partners in the accounting profession that demonstrate “exemplary performance and innovation.” The winners were chosen from nominations submitted by firms and solution providers in the Boomer Circles communities.
“The Boomer Visionary Awards celebrate organizations that actively shape the future of the accounting profession,” Sandra Wiley, president of Boomer Consulting, said in a statement. “This year’s winners prove that when leadership, talent, process, growth and technology come together with intention, the results are transformative for firms, their people and their clients.”
Boomer Consulting
Leadership Visionary Award: Baldwin CPAs
The Baldwin CPAs partner group expanded their leadership group to include senior manager and HR, and created an employee-led BE Committee. These initiatives resulted in a 50% reduction in turnover and grew employee satisfaction with growth opportunities by 97%. The firm was also recognized as a ClearlyRated Best of Accounting award winner with above-average client satisfaction rates.
Talent Visionary Award: Schellman
Last year, Schellman added five new services, expanded globally and enhanced its third-party risk management capabilities through strategic acquisition. Its programs, like the Schellman Pathways Mentorship program, revamped onboarding and employee-led CARES initiatives, fostered engagement and development within the firm.
Process Visionary Award: Sorren
Sorren pioneered a collaborative model for accounting mergers in which it was born from the unification of community-based firms. The firm integrated assurance processes; aligned workflows, roles and titles across offices, resulting in improved efficiency, reduced burnout and stronger unity across the organization and showing that “mergers can be co-created rather than imposed from the top down,” according to a statement.
Growth Visionary Award: Springline Advisory
Over the past year, private equity-backed Springline Advisory has added six firms, expanded services and launched initiatives like the Keystone Partner Summit and Go-To-Market Series.
Technology & Innovation Visionary Award: Adams Brown
Adams Brown’s in-house IT team partners with client service professionals to build tools that helped the firm save time, improve data governance and enhance client service. Tools like automating e-filing processes, BI tools for data accuracy, and custom apps for letter management saved over 8,000 hours in the past year and created scalable, re-creatable solutions.
Leadership Visionary Award: HubSync
CEO John McGowan led HubSync’s transformation from a focused product to a comprehensive AI-powered platform supporting every phase of the tax engagement lifecycle. McGowan’s people-first approach and commitment to innovation built a team that delivers continuous improvements and positions HubSync as a modernizer of the profession.
Talent Visionary Award: Wolters Kluwer
Wolters Kluwer’s culture drives talent engagement and development through initiatives like Code Games, the Global Innovation Awards and InnovateHub. These programs encourage cross-functional collaboration, creativity, and the creation of solutions that deliver measurable value.
Process Visionary Award: Caseware
Caseware provides audit technology that meets firms where they are, whether that be the desktop, cloud or hybrid. Tools like the OnPoint Suite, LeaseJaava, Extracly, Validate and AiDA streamline workflows, enhance compliance and integrate with other systems, resulting in improved efficiency for clients.
Growth Visionary Award: Firm360
Firm360’s all-in-one practice management platform replaces fragmented systems with a unified solution that streamlines operations, increases profitability and improves client service. With deep integrations, automated workflows and white-glove onboarding, Firm360 helps firms achieve measurable operational improvements and faster cash flow.
Technology & Innovation Visionary Award: Basis
Basis, an AI platform built specifically for accounting firms, is using AI agents to perform end-to-end accounting workflows. By shifting accountants from “doers” to “reviewers,” Basis reduces prep time, improves review quality and reduces burnout.
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