

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

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

Feb 6, 2024 • 14min
E167 - How to Effectively Communicate Internal Change
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: @jonhubbard

Jan 30, 2024 • 20min
E166 - Automated Reporting using PowerBI
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 ways than one including: preventing burnout, having more time for clients, and more. Amanda Wilkie on Social Media: Twitter: @amandawilkie_BCI LinkedIn: @amanda-wilkie-pmp Amanda/Smith and Howard on Social Media: LinkedIn: @amandarpopolare Twitter: @smithandhoward LinkedIn: @smith-&-howard Facebook: @smithandhoward

Jan 23, 2024 • 20min
E165 - The Impact of Marketing in Your Firm
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 how it can help you grow smarter, not harder. Jon Hubbard on Social Media: Twitter: @jon_hubbard LinkedIn: @jonhubbard Kendall/Whitley Penn on Social Media: LinkedIn: @kendall-louise-jones Facebook: @WhitleyPenn Twitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official

Jan 16, 2024 • 20min
E164 - Get to Know Erin McCormick
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: @jimboomer LinkedIn: @jimboomer Erin McCormick on Social Media:LinkedIn: @erincmccormick Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com.

Jan 9, 2024 • 8min
E163 - Components of an Exceptional CAAS Practice
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: @sandrawiley LinkedIn: @sandrawiley Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com


