We are proud to announce that Sorren has been selected as the recipient of the Boomer Process Visionary Award at the 2025 Boomer Circles Summit in Kansas City, Missouri. This recognition honors accounting firms that demonstrate innovation, collaboration, and forward-thinking strategies in the way they serve clients and support their people. For Sorren, the award is both a milestone and a reflection of the journey we have been on together.
How It All Began
The Sorren story began with a vision shared by local, community-based accounting and tax firms across the country. These firms came together to create something entirely new. We set out to build a national top 50 firm that would maintain the deep client relationships established over decades while expanding opportunities through shared resources, broader expertise, and a united identity.
It was an ambitious idea, and while the concept was clear, the path forward required creativity, collaboration, and determination. One of the first major opportunities we faced was the challenge of integrating our assurance practices. Each office brought valuable knowledge and experience, as well as different systems, workflows, titles, and responsibilities. To truly succeed as one firm, we knew we needed to not only align these processes but improve them in ways that would make us more efficient, consistent, and scalable for the future.
The Integration Process
In August 2024, Sorren launched a cross-office initiative to unify assurance processes. With the guidance of Boomer Consulting advisors and the dedication of our assurance professionals, we formed focused teams to analyze specific challenges, develop solutions, and lead their implementation. Each team included five to six professionals who worked together to identify improvements, test solutions, and build consensus.
One of the most complex challenges was the inconsistency in titles and responsibilities across different offices. A title in one firm did not necessarily align with the same title in another. This created confusion and made collaboration across offices more difficult. To solve this, the team created a standardized framework of roles based on actual responsibilities, not titles alone. Offices then mapped their existing titles to these standardized roles, creating a structure that clarified expectations, improved communication, and provided consistency across the firm.
This work required detailed analysis and a great deal of collaboration. At the time, Sorren had not yet established firmwide standards for roles or titles. The effort was truly groundbreaking, and the success of this project laid the foundation for other departments to begin aligning their roles and responsibilities in the same way.
Real Results for Our People and Clients
Unifying the assurance processes has already created measurable improvements that benefit both our people and our clients.
- Efficiency: Engagements that once required extended hours now move more quickly. Projects that were complex and time consuming have become streamlined. For example, team meetings that previously lasted two hours now take only fifteen minutes.
- Consistency: With standardized roles and clear expectations, our teams can collaborate more effectively across offices, resulting in consistent client experiences and stronger quality control.
- Stronger culture: Perhaps the most important outcome has been the sense of unity this project has created. By working together to solve challenges, team members from different legacy firms have discovered that they share the same values and goals. This has strengthened morale and reinforced a culture of collaboration throughout Sorren.
- Reduced burnout: Operational efficiencies have increased capacity and allowed team members to focus on meaningful work, reducing unnecessary stress and contributing to healthier workloads.
These improvements not only enhance how we operate today but also prepare us to grow stronger tomorrow. By building scalable processes and systems now, Sorren is positioning itself to continue providing clarity and value to clients while anticipating opportunities that others might miss.
A New Model for Mergers in the Accounting Profession
The Boomer Process Visionary Award recognizes that Sorren is doing something different in the accounting profession. Traditionally, mergers have followed a top-down model in which a larger firm absorbs smaller firms and imposes structure on them. Sorren is demonstrating that there is another way forward.
Our model is collaborative. We are not simply merging firms. We are inviting teams, leaders, and communities to co-create a unified future. This approach honors the history of each legacy firm while building something stronger together. It is a model based on respect, trust, and shared vision. By working this way, we are proving that the future of the profession does not have to be about losing identity, but about finding strength in unity.
Looking Ahead
Winning the Boomer Process Visionary Award is an honor that belongs to every member of the Sorren team. It reflects the hard work, creativity, and collaboration that have shaped our journey so far. It also serves as encouragement to continue building processes, relationships, and strategies that help our clients, our people, and our communities thrive.
We are grateful to Boomer Consulting for their partnership and recognition, and to every Sorren team member who contributed to this transformation. Most of all, we are thankful to our clients, who trust us to see beyond the numbers, understand their goals, and provide the clarity they need to move forward with confidence.
This award marks an important step in Sorren’s story, but it is only the beginning. Together, we will keep shaping a future that is collaborative, innovative, and focused on what matters most: helping people succeed.
