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
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
May 30, 2023 • 22min
E132 - The Importance of a Vision & Strategic Plan
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 Ken Pun, Managing Partner and CEO at The Pun Group discuss firm vision and strategy. See how Ken developed his vision and communicated it with his firm. Gary on Social Media: Twitter: @lgboomer LinkedIn: @lgboomer Email: lgboomer@boomer.com Ken/The Pun Group on Social Media: LinkedIn: @kenneth-pun-cpa-cgma-310b073 The Pun Group Facebook: @ThePunGroupCPAs The Pun Group Twitter: @PunGroupCPA The Pun Group LinkedIn: @the-pun-group-llp 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
May 23, 2023 • 23min
E131 - 3 Ways to Develop, Upskill and Educate in the Year Ahead
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley and Danielle McCormick, Chief Executive Officer of Spiirall discuss nontraditional candidates, going global, proactive PTO, DEI as a norm, the soft skills gap, expanding employee experience, and the HR role in the firm. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Email: sandra.wiley@boomer.com Danielle/Spiirall on Social Media: LinkedIn: @danielle-mccormick-06631873 Spiirall Facebook: @SpiirallFB Spiirall LinkedIn: @spiirall Spiirall Instagram: @spiirall.insta 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
May 16, 2023 • 14min
E130 - 6 Tools to Generate Leads for Your Niche
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jon Hubbard, Shareholder at Boomer Consulting, discusses various types of content you can use to generate interest in your firm’s niche services. Jon gives us six types of content that people will want outside of writing articles. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com 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
May 9, 2023 • 15min
Part 2: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley along with Shannon Hammons discuss how to develop a people first culture in your accounting firm. In part two of this podcast we discuss the first steps your firm can take to implement this strategy. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Email: Sandra.Wiley@boomer.com Shannon on Social Media: LinkedIn: @shannon-hammons-shrm-scp-1b34529 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
May 2, 2023 • 15min
Part 1: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley along with Shannon Hammons discuss how to develop a people first culture in your accounting firm. In part one of this podcast we discuss details of implementing this strategy and staying on track. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Email: Sandra.Wiley@boomer.com Shannon on Social Media: LinkedIn: @shannon-hammons-shrm-scp-1b34529 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
