Boomer Consulting, inc.

The Boomer Briefing

Business EN ↓ 100 episodes

The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms. We focus on the five areas critical to a CPA firm's success: leadership, talent, technology, processes and growth. By providin...

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Boomer Consulting, inc.

Episodes

Part 2: E172 - Tech Talk: Harnessing the Power of AI in Your Firm's Future 19.03.2024 22:35

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, L. Gary Boomer, Shareholder, Visionary and Strategist at Boomer Consulting talks to Jeff Gramlich, Managing Director Accounting with Validis. Learn more about a couple different topics such as data driven audits and how they will affect th...

Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future 12.03.2024 21:58

E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training 05.03.2024 19:09

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and Chief Executive Officer at Boomer Consulting talks to Kirsten Phenicie, SBS Senior Manager of Client Advisory Services at Brady, Martz & Associates, P.C. about mastering growth in your firm. See how nurturing a...

E170 - Business Development The Coordination of Your Marketing and Sales Strategies 27.02.2024 14:14

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks about why Marketing and Business Development are so important in accounting and why they need to be collaborative, not separate. Jon Hubbard on Social Media: Tw...

E169 - How to Evolve Your Firms L&D Program 20.02.2024 21:24

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President at Boomer Consulting talks to Monika Turek about Learning and Development programs. Dive into the process of an L&D program, how it can help evolve your accounting firm, and important projects Monika...

E168 - Get to Know Parker Bohon 13.02.2024 16:26

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO of Boomer Consulting talks to the Solutions Advisor of Boomer Consulting, Parker Bohon. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer Lin...

E167 - How to Effectively Communicate Internal Change 06.02.2024 14:00

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discusses internal communication around change and how we can craft a good framework for our firms. Jon Hubbard Social Media: Twitter: @jon_hubbard LinkedIn: @jonhubb...

E166 - Automated Reporting using PowerBI 30.01.2024 20:05

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting talks to Amanda Popolare, Director, Tax Process + Development at Smith and Howard about Automating Reporting with PowerBI. Dive into why automating your reporting can help you firm in more way...

E165 - The Impact of Marketing in Your Firm 23.01.2024 20:10

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Kendall Jones, Marketing Manager at Whitley Penn about being a digital marketing leader. Dive into what a digital marketing manager can do for your firm and ho...

E164 - Get to Know Erin McCormick 16.01.2024 20:06

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to the Member Experience Strategist at Boomer Consulting, Erin McCormick. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @...

E163 - Components of an Exceptional CAAS Practice 09.01.2024 8:02

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, President at Boomer Consulting has a quick discussion on CAAS. She gives us several important components of an exceptional CAAS and how it will improve our firm's strategies. Sandra Wiley on Social Media: Twitter: @sandraw...

E162 - Transitioning Into the Role of CIO 02.01.2024 19:16

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting and Courtney Edwards, Chief Information Officer at Bennett Thrasher talk about transitioning into the role of CIO and share experiences of them being in the IT department. Learn more about if...

E161 - The Evolution of Growth Trends: 2023 and into 2024 19.12.2023 18:56

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jim Boomer, Shareholder & CEO at Boomer Consulting and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the evolution of growth trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Jim on Social Med...

E160 - The Evolution of Technology Trends: 2023 and into 2024 12.12.2023 19:41

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Marc Staut, Shareholder & Chief Innovation & Technology Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of technology trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Marc...

E159 - The Evolution of Talent Trends: 2023 and into 2024 05.12.2023 16:16

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Sandra Wiley, Shareholder & President at Boomer Consulting and Jon Hubbard, Shareholder & Chief Growth Officer at Boomer Consulting discuss the evolution of talent trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on So...

E158 - The Evolution of Process Trends: 2023 and into 2024 28.11.2023 10:41

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of process trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Arianna on Soci...

E157 - The Evolution of Leadership Trends: 2023 and into 2024 21.11.2023 19:02

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Sandra Wiley, Shareholder & President at Boomer Consulting and Jim Boomer, Shareholder & CEO at Boomer Consulting discuss the evolution of leadership trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on Social Media: Tw...

E156 - What's in My Bag? 14.11.2023 8:47

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation Technology Officer at Boomer Consulting talks about his indispensable "What's in My Bag" items from the Mobile CPA Presentation. Marc Staut Social Media: Twitter: @CPATechGeek LinkedIn: @mstau...

E155 - Get to Know Emilie Elpers 07.11.2023 19:11

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to the Marketing Coordinator at Boomer Consulting, Emilie Elpers. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboome...

E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies 31.10.2023 20:23

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting and Kacee Johnson, VP of Strategy and Innovation at CPA.com, discuss emerging technologies in the accounting profession and how to prepare for them. Amanda Wilkie on Social Media: Twitter: @a...

E153 - Improving your Staff and Client Experience through Technology 24.10.2023 14:51

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Shahbaz Khan, Associate Director, Product Management at Wolters Kluwer. They discuss improving your staff and client experience through technology, solutions Wolte...

E152 - Building a Strong HR Department From the Ground Up 17.10.2023 24:02

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President of Boomer Consulting and Emily Myrum, Chief Talent Officer at Brady Martz & Associates talk about building a strong foundation for their HR department. Sandra Wiley on Social Media: Twitter: @sandraw...

E151 - Measuring Success: Analyzing the Impact of Data Governance 10.10.2023 19:45

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation Technology Officer at Boomer Consulting speaks to Steve Perkins, Chief Information Officer at HoganTaylor about Data Governance. Marc Staut Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut...

E150 - Growing your Firm's Advisory Service 03.10.2023 17:29

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Stephen Pelosi, Practice Success Manager at Sage. They discuss growing your firm's advisory services, solutions Sage offers, scaling your business, challenges and...

E149 - Supporting the Emerging L&D Leader 26.09.2023 5:14

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, President at Boomer Consulting has a quick discussion on Learning and Development Leaders. She talks about how we can support these emerging professionals and what the L&D leaders should be doing for our firms. Sandra Wiley o...