

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

Oct 17, 2023 • 24min
E152 - Building a Strong HR Department From the Ground Up
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: @sandrawiley LinkedIn: @sandrawiley Emily/Brady Martz & Associates on Social Media: LinkedIn: @emily-myrum-b5972125 Brady Martz & Associates Facebook: @bradymartzcpa Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c. 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

Oct 10, 2023 • 20min
E151 - Measuring Success: Analyzing the Impact of Data Governance
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 Steve/HoganTaylor Social Media: LinkedIn: @steveperkinscio HoganTaylor Facebook: @hogantaylorllp HoganTaylor Twitter: @hogantaylorllp HoganTaylor LinkedIn: @hogantaylor-llp HoganTaylor Instagram: @hogantaylorllp 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

Oct 3, 2023 • 17min
E150 - Growing your Firm's Advisory Service
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 pain points and the future of technology. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Stephen/Sage on Social Media: LinkedIn: @stephen-pelosi-281ab868 Sage Facebook: @SageUSAmerica Sage Twitter: @SageUSAmerica Sage LinkedIn: @sage-software Sage Instagram: @sageofficial 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 26, 2023 • 5min
E149 - Supporting the Emerging L&D Leader
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 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

Sep 19, 2023 • 20min
E148 - CAS Transformation is Only a Piece of Overall Business Transformation
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 each other, not just different. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer 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

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


