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
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
Apr 25, 2023 • 10min
E128 - How to Improve Firm-Wide Communication
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Amanda Wilkie, Consultant at Boomer Consulting discusses how to improve communication in your firm by using a communication plan. She also goes over the details and information needed to create a successful roadmap. Amanda on Social Media:Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Email: Amanda.Wilkie@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
Apr 18, 2023 • 20min
E127 - How to Prepare for Succession Planning
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 Jim Boomer, CEO of Boomer Consulting, discuss succession planning and implementation. Get details about how to identify your successor and develop your successor. Gary on Social Media:Twitter: @lgboomer LinkedIn: @lgboomer Email: lgboomer@boomer.com Jim on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Email: jim.boomer@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
Apr 11, 2023 • 16min
E126 - The Importance of Learning and Development in Accounting Firms
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 Jennifer Arutunjan, Manager of Learning & Development at Freed Maxick. They discuss Jennifer's career, her current role at Freed Maxick, the importance of L&D in accounting firms and the essentials of being an L&D leader. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Jennifer/Freed Maxick on Social Media: LinkedIn: @jarutunjan Freed Maxick Facebook: @FreedMaxickCPAs Freed Maxick Twitter: @FreedMaxickCPAs Freed Maxick LinkedIn: @freed-maxick-cpas-p-c- Freed Maxick Instagram: freedmaxickcpas 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
Apr 4, 2023 • 17min
E125 - How to Build a Cross Functional Team
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Amanda Wilkie, Consultant at Boomer Consulting, has a conversation with Shareholder and Consultant, Arianna Campbell. They discuss building a cross functional team, lean six sigma framework, roles on the team, benefits to the team, firm and individual and how to best leverage your team. Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell 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
Mar 28, 2023 • 14min
E124 - How to Take a New Approach to Growth & Client Filtering
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 at Boomer Consulting, discusses nonfit revenue, target clients, core service packages, business development process, messaging your services, marketing strategy, client intake process, and managing capacity. 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
