

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

Mar 21, 2023 • 12min
E123 - How Firms are Leveraging Project Management to Provide Better Client Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer Consultant, Amanda Wilkie, discusses the meaning of project management, the skills needed, differentiators, process management, and more. 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

Mar 14, 2023 • 21min
E122 - The Evolving Role of the CMO 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 Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Kristen Lollar, Chief Marketing Officer at Whitley Penn. They discuss her early career, building a marketing department, changes through the years, building a team, marketing intern programs, getting fresh ideas, strategic marketing at all levels, smart growth, and the future of marketing in the accounting profession. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com Kristen on Social Media: LinkedIn: @kristenlollar Whitley Penn on Social Media: Facebook: @WhitleyPennTwitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official 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 7, 2023 • 15min
E121 - 2023 Talent Changes: A Look at the Positives
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 discusses 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 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

Feb 28, 2023 • 18min
E120 - Why Engaging, Interactive Content is Important
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 President, Sandra Wiley. They discuss the importance of content, manifesting expertise, thought leadership, solving problems with content, conversational tones, using videos, growing in expertise, and how to implement this process. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Email: Sandra.Wiley@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

Feb 21, 2023 • 14min
E119 - Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt
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 short term decisions, long term impact, paying technical debt, technology budgets, anticipating moves, tracking technical debt, investing in innovation, and understanding technical debt. 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

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


