The Future of Accounting and Client Service

👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today!

Is your CPA keeping up with AI? Are they adapting to private equity, talent shortages, and changing tax laws to truly serve your business? Join Tom Wheelwright as he explores how the CPA profession is changing and what business owners need from their advisors to stay ahead with his guest Gary Boomer.

Gary Boomer is the Visionary and Strategist at Boomer Consulting, Inc., recognized as a leading authority on technology, firm management, and practice transformation in the accounting industry. Named one of the 100 Most Influential People in Accounting for over 20 years, Gary specializes in helping firms and business owners navigate AI, executive leadership, and future-ready organizational frameworks.

In this episode, learn why large firm consolidation is changing client relationships, how AI is shifting compliance toward higher-value advisory services, the critical questions your CPA should be asking you, and why human relationship skills—not just technical knowledge—are the key to long-term business success.

Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/

00:00 - Intro.

03:21 - Private Equity & Firm Consolidation.

08:28 - Elevating Leadership, Innovation and How to Navigate Talent Shortages.

12:16 - High-Value Accountant and Client Relations.

11:55 - Diversify Life Beyond Work and Your Business.

18:36 - Do You Have Their Trust? Find the Depth, Find the Trust Factor.

22:23 - Deal Maker vs. Deal Breaker.