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

E148 - CAS Transformation is Only a Piece of Overall Business Transformation 19.09.2023 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 Chief Executive Officer at Boomer Consulting and Sandra Wiley, Shareholder and President of Boomer Consulting talk about CAS and Business Transformation, why they are so important, and why they are related to ea...

E147 - Get to Know Heather Robinson 12.09.2023 21:09

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 CEO at Boomer Consulting talks to the Marketing Manager at Boomer Consulting, Heather Robinson. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer...

E146 - Beyond Spreadsheets: Unleashing Blockchain's Revolutionary Impact on the Accounting Profession 05.09.2023 21:42

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, Visionary Strategist and Shareholder of Boomer Consulting talks to Amanda Wilkie, Consultant at Boomer Consulting about blockchain. Learn more about how blockchain has a revolutionary impact on accounting and what it is cha...

E145 - Announcing Boomer Circle Summit! 29.08.2023 13:42

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 has a conversation with Jim Boomer, Shareholder & CEO at Boomer Consulting. They discuss the next evolution of the Boomer Circle Summit in 2024, how it's different from past offerings, who should attend and...

E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach 22.08.2023 12:58

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon Hubbard, Shareholder & Chief Growth Officer at Boomer Consulting, has a conversation with Val Steed, Director Accountants at Zoho. They discuss CAS, services that are a part of CAS, marketing CAS services, internal silos of communication and how Zoho can help your...

E143 - Creating Space for Mental Wellness 15.08.2023 16:44

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 and Jacqueline Lombardo, Project Manager at Boomer Consulting talk about creating space for mental wellness in the workplace. Dive into why it's becoming more important in today's society. Sand...

E142 - How Becoming a Thought Leader Can Benefit Your Firm 08.08.2023 18:07

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 of Boomer Consulting talks to Joshua Kirk about how becoming a thought leader can benefit your firm. Learn more about getting information and insights on becoming a thought leader and collaborating with other firm...

E141 - Get to Know Jacqueline Lombardo 01.08.2023 19:08

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 Project Manager at Boomer Consulting, Jacqueline Lombardo. Learn more about what she does, and how she came to be on the team. Jim on Social Media: Twitter: @jimboomer Linke...

E140 - Leveraging AI Disruption: Five Game-Changing Advantage for Results Leaders in Accounting 25.07.2023 22:18

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 and Visionary and Strategist talks to Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting about Leveraging AI Disruption. See how the integration of AI has transformed the ro...

E139 - Navigating 4 Generations in the Workplace 18.07.2023 9:49

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 talks about the four different generations of employees in the workplace: Traditional, Gen X, Millennials, and Gen Z. Dive into how these generations work differently and how to get them to work...

E138 - The Crucial Role of Succession Planning in Every Firm 11.07.2023 19:51

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 Lisa Foley about Succession Planning. Learn more about why every firm should have a vision and strategy, how to keep the firm accountable, and how to document strategic planning...

E137 - The Importance of People-Inspired Resource Management 04.07.2023 20:37

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, Arianna Campbell, Shareholder and Chief Operating Officer at Boomer Consulting talks about the importance of people-inspired resource management systems with Lisa Reed. They go in depth on the challenges faced, how to get started, and the...

E136 - Get to Know Erin Shively 27.06.2023 19:28

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 our newest member of the team, Erin Shively. Learn more about what she does and how she came to be on the team. Jim on Social Media Twitter: @jimboomer LinkedIn: @jimboomer Erin...

E135 - Visioning and Strategic Planning with Bill Dunton 20.06.2023 23:11

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L. Gary Boomer, Visionary and Strategist at Boomer Consulting and Bill Dunton, Managing Partner at Abacus CPAs discuss visioning and strategic planning. They dive into turning points of their firm and how it changed the vision. Gary on Social Media: Twitter: @lgboomer...

E134 - Get to Know Kylie Pruser 13.06.2023 21:33

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 our Solutions Advisor, Kylie Pruser. Learn more about what she does and how she came to be on the team. Jim Boomer Social Media Twitter: @jimboomer LinkedIn: @jimboomer Kylie Pr...

E133 - Creating a Future-Focused Approach to Resource Allocation 06.06.2023 22:07

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Arianna Campbell, Shareholder & Consultant at Boomer Consulting, has a conversation with Chris McElroy, co-CEO & Tax Shareholder at Schneider Downs. They discuss how to develop a long term vision and strategy for creating a future focused approach to resource allocati...

E132 - The Importance of a Vision & Strategic Plan 30.05.2023 21:35

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L. Gary Boomer, Visionary and Strategist at Boomer Consulting and Ken Pun, Managing Partner and CEO at The Pun Group discuss firm vision and strategy. See how Ken developed his vision and communicated it with his firm. Gary on Social Media: Twitter: @lgboomer Linked...

E131 - 3 Ways to Develop, Upskill and Educate in the Year Ahead 23.05.2023 22:43

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley and Danielle McCormick, Chief Executive Officer of Spiirall discuss nontraditional candidates, going global, proactive PTO, DEI as a norm, the soft skills gap, expanding employee experience, and the HR role in the firm. Sandra on Social Me...

E130 - 6 Tools to Generate Leads for Your Niche 16.05.2023 14:11

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jon Hubbard, Shareholder at Boomer Consulting, discusses various types of content you can use to generate interest in your firm's niche services. Jon gives us six types of content that people will want outside of writing articles. Jon on Social Media: Twitter: @Jon_Hubba...

Part 2: E129 - How to Develop a People First Culture 09.05.2023 14:38

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley along with Shannon Hammons discuss how to develop a people first culture in your accounting firm. In part two of this podcast we discuss the first steps your firm can take to implement this strategy. Sandra on Social Media: Twitter: @sandr...

Part 1: E129 - How to Develop a People First Culture 02.05.2023 15:11

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley along with Shannon Hammons discuss how to develop a people first culture in your accounting firm. In part one of this podcast we discuss details of implementing this strategy and staying on track. Sandra on Social Media: Twitter: @sandrawi...

E128 - How to Improve Firm-Wide Communication 25.04.2023 9:38

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Amanda Wilkie, Consultant at Boomer Consulting discusses how to improve communication in your firm by using a communication plan. She also goes over the details and information needed to create a successful roadmap. Amanda on Social Media: Twitter: @AmandaWilkieBCI L...

E127 - How to Prepare for Succession Planning 18.04.2023 20:10

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L. Gary Boomer, Visionary and Strategist at Boomer Consulting and Jim Boomer, CEO of Boomer Consulting, discuss succession planning and implementation. Get details about how to identify your successor and develop your successor. Gary on Social Media: Twitter: @lgboom...

E126 - The Importance of Learning and Development in Accounting Firms 11.04.2023 15:37

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Arianna Campbell, Shareholder & Consultant at Boomer Consulting, has a conversation with Jennifer Arutunjan, Manager of Learning & Development at Freed Maxick. They discuss Jennifer's career, her current role at Freed Maxick, the importance of L&D in accounting firms...

E125 - How to Build a Cross Functional Team 04.04.2023 16:57

Welcome to the Boomer Briefing Podcast , where we help you solve a critical business issue in 20 minutes or less. This episode, host Amanda Wilkie, Consultant at Boomer Consulting, has a conversation with Shareholder and Consultant, Arianna Campbell. They discuss building a cross functional team, lean six sigma framework, roles on the team, benefits to the team, firm and individual and how to...