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
Feb 14, 2023 • 17min
E118 - Creating Mindfulness in the Workplace
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, Consultant/Shareholder at Boomer Consulting has a conversation with Katelynn Kolterman, Project Manager at Boomer Consulting. They discuss the importance of mindfulness, being present, mindful eating, journaling, breathwork, meditating, benefits, and where to start. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com Katelynn on Social Media: LinkedIn: @katelynnkolterman Email: katelynn.kolterman@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 BoomerConsulting, visit boomer.com.
Feb 7, 2023 • 23min
E117 - How to Ensure Your Process Changes Survive Tax Season
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/Consultant at Boomer Consulting, has a conversation with Boomer technology and process Consultant, Amanda Wilkie. They discuss process stress tests, consistent processes, improvement plans, continuous improvement, process acceptance, visibility, celebrating success, engaged staff, and process creativity. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com 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
Jan 31, 2023 • 9min
E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is joined by Boomer Consulting CEO, Jim Boomer. They discuss rethinking how you get your work done, the talent war, right sizing, business transformation, 2023 recommendations, adapting, recruiting, pricing/packaging, focusing on talent, the employee experience, revenue replacement, and the importance of a strategic plan. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com 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
Jan 24, 2023 • 12min
E115 - The Biggest Shift in Growth A Look Back at 2022 & Looking Ahead to 2023
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is joined by Boomer Consulting CEO, Jim Boomer. They discuss the biggest trends of 2022, talent shortages, identifying target clients, revenue replacement, core service packages, and servicing underserved clients. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com 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
Jan 17, 2023 • 9min
E114 - The Biggest Shift in Technology: A Look Back at 2022 and Looking Ahead to 2023
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, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss focusing on systems, holistic approaches, emerging technologies, and getting in early. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com 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
Jan 3, 2023 • 12min
E112 - The Biggest Shift in Process: A Look Back at 2022 & Looking Ahead to 2023
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, has a conversation with Boomer Consultant, Amanda Wilkie. They discuss the biggest shifts that have happened in the area of process in 2022 and look ahead to 2023. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com 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
Dec 13, 2022 • 18min
E110 - Solving Your Clients Problems Through Your Marketing
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, Consultant/Shareholder at Boomer Consulting has a conversation with Boomer Marketing Manager, Heather Robinson. They discuss solutions for pain points, creating content, targeted marketing strategy, social media campaigns, identifying target clients, growth goals, and next steps to take. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com Heather on Social Media: Twitter: @Heather_BCI LinkedIn: @heatherobinson Email: heather.robinson@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
Dec 6, 2022 • 17min
E109 - Does Your Data Tell a Story?
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, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss the importance of a compelling story, visualizing data, surveys, finding talent within the firm, identifying the business objective, data insights, and using quantitative perspectives. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com 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
