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
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
Jul 4, 2023 • 21min
E137 - The Importance of People-Inspired Resource Management
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 importance of having a good system in place. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Lisa Reed/CBIZ on Social Media: LinkedIn: @lisa-a-reed-rmcp®-lssgb-87275b74 CBIZ Twitter: @cbz CBIZ LinkedIn: @cbiz 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
Jun 27, 2023 • 19min
E136 - Get to Know Erin Shively
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 MediaTwitter: @jimboomer LinkedIn: @jimboomer Erin on Social MediaLinkedIn: @erin-shively 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
Jun 20, 2023 • 23min
E135 - Visioning and Strategic Planning with Bill Dunton
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 LinkedIn: @lgboomer Email: lgboomer@boomer.com Bill/Abacus CPAs on Social Media: LinkedIn: @bill-dunton-b878125 Abacus CPAs Facebook: @abacuscpasllc Abacus CPAs Twitter: @abacuscpasllc Abacus CPAs LinkedIn: @abacus-cpas-llc 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
Jun 13, 2023 • 22min
E134 - Get to Know Kylie Pruser
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 MediaTwitter: @jimboomer LinkedIn: @jimboomer Kylie Pruser Social MediaLinkedIn: @kyliepruser 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
Jun 6, 2023 • 22min
E133 - Creating a Future-Focused Approach to Resource Allocation
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 allocation. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Chris/Schneider Downs on Social Media: LinkedIn: @chris-mcelroy-63337b23 Schneider Downs Facebook: @SchneiderDowns Schneider Downs Twitter: @Schneider_Downs Schneider Downs LinkedIn: @schneider-down 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
