

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

Sep 12, 2023 • 21min
E147 - Get to Know Heather Robinson
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 LinkedIn: @jimboomer Heather Robinson on Social Media:Twitter: @Heather_BCI LinkedIn: @heatherrobinson 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

Sep 5, 2023 • 22min
E146 - Beyond Spreadsheets: Unleashing Blockchain’s Revolutionary Impact on the Accounting Profession
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 changing. L. Gary Boomer on Social Media:Twitter: @lgboomerLinkedIn: @lgboomer Amanda Wilkie on Social Media:Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp 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

Aug 29, 2023 • 14min
E145 - Announcing Boomer Circle Summit!
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 the benefits of sending multiple people. Marc on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer 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

Aug 22, 2023 • 13min
E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
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 firm. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Val/Zoho on Social Media: LinkedIn: @valsteed Zoho Facebook: @zoho Zoho Twitter: @zoho Zoho LinkedIn: @zoho Zoho Instagram: @zoho 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

Aug 15, 2023 • 17min
E143 - Creating Space for Mental Wellness
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. Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Jacqueline Lombardo on Social Media:Twitter: @Jacqueline_BCI LinkedIn: @jacquelinelombardo 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

Aug 8, 2023 • 18min
E142 - How Becoming a Thought Leader Can Benefit 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, 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 firms. Amanda Wilkie on Social Media:Twitter: @AmandaWilkieBCI LinkedIn: amanda-wilkie-pmp Joshua/Smith + Howard Advisory, LLC on Social Media: LinkedIn: @jlkirk Smith + Howard Facebook: @smithandhoward Smith + Howard Twitter: @smithandhoward Smith + Howard LinkedIn: @smith-&-howard 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

Aug 1, 2023 • 19min
E141 - Get to Know Jacqueline Lombardo
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 LinkedIn: @jimboomer Jacqueline on Social Media:Twitter: @Jacqueline_BCI Linkedin: @jacquelinelombardo 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

Jul 25, 2023 • 22min
E140 - Leveraging AI Disruption: Five Game-Changing Advantage for Results Leaders in Accounting
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 role of results leaders, examples of AI in accounting, and what other accounting processes can be automated. Gary on Social Media:Twitter: @lgboomerLinkedIn: @lgboomer Marc on Social Media:Twitter: @CPATechGeek LinkedIn: @mstaut 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

Jul 18, 2023 • 10min
E139 - Navigating 4 Generations in the Workplace
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 together effectively. Sandra Wiley 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

Jul 11, 2023 • 20min
E138 - The Crucial Role of Succession Planning in Every 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, 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. Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Lisa Foley/Baldwin CPAs on Social Media: LinkedIn: @lisa-devaughn-foley-7884572a Baldwin CPAs Facebook: @baldwincpas Baldwin CPAs Twitter: @@baldwincpas Baldwin CPAs LinkedIn: @baldwin-cpas-pllc 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