The Boomer Briefing
Boomer Consulting, inc.
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 providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future.
Episodes
Mentioned books
Apr 16, 2024 • 21min
E176 - Leading Like a Coach: Building Teams for Success
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 and Technology Officer at Boomer Consulting talks to Shawn Fisher, Director of Internal Technology with REDW about leading like a coach. Dive into how to build a foundation and culture for leading and why it is critical to leadership and excellence in accounting firms. Marc Staut on Social Media: X: @CPATechGeek LinkedIn: @mstaut Shawn/REDW on Social Media: Shawn on LinkedIn: @shawn-fisher-redw REDW on LinkedIn: @redw REDW on X: @REDWllc
Apr 9, 2024 • 20min
E175 - Get to Know Deanna Perkins
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 Solutions Manager at Boomer Consulting, Deanna Perkins. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Deanna Perkins on Social Media: Twitter: @deannalperkins LinkedIn: @deannalperkins
Apr 2, 2024 • 20min
E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
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 and Technology Officer at Boomer Consulting talks to Allen Gregory, Partner, Federal Tax at TaxOps about billing time versus delivering value to clients. They dive into how removing hourly rates can add value to client relationships and improve your accounting firm's client retention. Marc Staut on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut TaxOps on Social Media: Twitter: @taxops LinkedIn: @taxops-llc Facebook: @SALTovation Instagram: @saltovation
Mar 26, 2024 • 20min
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
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 to Earl Blackmon, Shareholder & Financial Consultant with the Avizo Group about optimizing resources to make a bigger impact on your firm. See how project management, resource management and AI play a role in this. Arianna Campbell on Social Media: Twitter: @Arianna_BCI LinkedIn: @ariannacampbell Earl/Avizo Group on Social Media: Earl on Linkedin: @earl-blackmon-cpa-cgma-lss-green-belt-94038343 Avizo Group on LinkedIn: @avizogroup Avizo Group on Facebook: @avizogroupinc
Mar 19, 2024 • 23min
Part 2: E172 - Tech Talk: Harnessing the Power of AI in Your Firm's Future
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 the future of your firm as well as the impact of technology and AI in accounting. L. Gary Boomer on Social Media: Twitter: @lgboomer LinkedIn: @lgboomer Jeff/Validis on Social Media: LinkedIn: @jgramlichcpa Validis on LinkedIn: @validis
Mar 12, 2024 • 22min
Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
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 the future of your firm as well as the impact of technology and AI in accounting. L. Gary Boomer on Social Media: Twitter: @lgboomer LinkedIn: @lgboomer Jeff/Validis on Social Media: LinkedIn: @jgramlichcpa Validis on LinkedIn: @validis
Mar 5, 2024 • 19min
E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training
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 culture of continuous improvement through training plays a role in this. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Kirsten/Brady Martz & Associates on Social Media: Kirsten LinkedIn: @kirsten-phenicie-7a20ba96 Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c. Brady Martz & Associates Facebook: @bradymartzcpa
Feb 27, 2024 • 14min
E170 - Business Development The Coordination of Your Marketing and Sales Strategies
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: Twitter: @jon_hubbard LinkedIn: @jonhubbard
Feb 20, 2024 • 21min
E169 - How to Evolve Your Firms L&D Program
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 Turek is working on at the moment. Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Monika/HoganTaylor on Social Media: LinkedIn: @mnturek HoganTaylor LinkedIn: @hogantaylor-llp HoganTaylor Instagram: @hogantaylorllp HoganTaylor Twitter: @hogantaylorllp HoganTaylor Facebook: @hogantaylorllp
Feb 13, 2024 • 16min
E168 - Get to Know Parker Bohon
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 LinkedIn: @jimboomer Parker Bohon on Social Media: Linkedin: @parker-bohon
