The Boomer Briefing: Recent Episodes

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.

For more information about Boomer Consulting, visit boomer.com

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 Chief Executive Officer is joined by Gary Boomer, Founder, Visionary & Strategist. In this milestone episode of the Boomer Briefing Podcast, hosts Jim and Gary Boomer reflect on the achievements of the past year, discussing the evolution of the Boomer Circles and the success of the first Boomer Circle Summit. They highlight the importance of AI in transforming the accounting profession and the expansion of the Boomer Knowledge Network. Looking ahead, they share their excitement for the upcoming season and the fresh formats and topics to be explored.

Jim Boomer Social Media:

Twitter: @jimboomer
LinkedIn: jimboomer
Gary on Social Media: X: @lgboomer LinkedIn: lgboomer

Thank you for being part of Season 1 of the Boomer Briefing Podcast—stay tuned for an exciting new season in 2025 as we continue to explore the future of the accounting profession together! For more information about Boomer Consulting, visit boomer.com

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 Derek Olsen, a Solutions Advisor at Boomer Consulting. They discuss Derek's journey to Boomer, his family life, personal achievements, and inspirations. Derek shares his love for travel, food, and his favorite shopping spots, as well as insights into the supportive culture at Boomer Consulting.

Jim Boomer 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

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 Chris Rochford, the Technology Manager at Boomer Consulting. They discuss Chris's journey within the company, his personal interests, achievements, inspirations, and travel experiences. The conversation also touches on Chris's favorite foods and fun rapid-fire questions, providing a well-rounded view of his professional and personal life.

Jim Boomer 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

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 Hailey Hilbert, a client service coordinator at Boomer Consulting. They discuss Haley's journey from being a high school English teacher to her current role, her collaborative work culture at Boomer, her proud achievements, and the inspiration she draws from her father. The conversation also touches on Haley's travel experiences, bucket list destinations, and personal preferences, providing a well-rounded view of her life and career.

Jim Boomer 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

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, Jacqueline Lombardo, Operations Strategist from Boomer Consulting discusses the Boomer Knowledge Network (BKN), a digital library tailored for accounting firms. The BKN provides a wealth of resources including tools, guides, articles, and podcasts aimed at addressing the challenges faced by firms in a rapidly changing environment. Lombardo emphasizes the importance of continuous learning and how the BKN can support firms in leadership development, technology adoption, and process improvement.

Jacqueline Lombardo’s Social Media:

X: @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

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, Shareholder and President and Marc Staut, Shareholder and Chief Innovation and Technology Officer from Boomer Consulting discuss the 2024 macro trend of ideation and experimentation, emphasizing its importance across the five pillars of Boomer Consulting. They explore the roles of leadership, talent, process, and growth in fostering a culture of innovation within firms, and how technology can enhance these efforts. The conversation highlights the need for a supportive environment that encourages all employees to contribute ideas, the significance of a structured process for innovation, and the necessity of understanding client needs to drive growth. Looking ahead, they anticipate a future where innovation becomes a standard practice in firms, driven by emerging technologies and a commitment to continuous improvement.

Sandra Wiley Social Media:

Twitter: @sandrawiley
LinkedIn: sandrawiley

Marc Staut 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

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, Marc Staut, Shareholder and Chief Innovation and Technology Officer, and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the 2024 macro trend of the evolution of business models, focusing on five key micro trends that are shaping the future of firms. They emphasize the importance of an adaptive mindset, a human-centric culture, accountability in performance metrics, defining a strong value proposition, and the role of technology in facilitating these changes. The conversation highlights the need for firms to evolve their strategies to meet the changing demands of clients and the market.

Marc Staut Social Media:

Twitter: @CPATechGeek
LinkedIn: mstaut

Jon Hubbard Social Media:

Twitter: @jon_hubbard
LinkedIn: jonhubbard

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

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 and Amanda Wilkie, Consultant from Boomer Consulting discuss discuss the 2024 macro trend of the Transformation Triangle, which encompasses process management, project management, and change management. They explore how these elements are crucial for organizational success and the evolving roles within firms. The conversation highlights the importance of continuous learning, the integration of technology, and future trends, particularly the impact of AI on business processes and management frameworks.

Arianna Campbell Social Media:

X: @Arianna_BCI
LinkedIn: @ariannacampbell

Amanda Wilkie Social Media:

X: @AmandaWilkieBCI
LinkedIn: @Amanda-Wilkie-PMP

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

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 Chief Executive Officer and Amanda Wilkie, Consultant from Boomer Consulting discuss discuss the 2024 macro trend of AI is Everywhere, particularly focusing on its pervasive influence within the accounting profession. They explore the role of leadership in embracing AI, the transformation of processes, growth opportunities, and the impact of technology on AI adoption. The conversation also touches on the evolving trends in AI for 2024 and predictions for 2025, emphasizing the importance of education and data management in leveraging AI effectively.

Jim Boomer Social Media:

Twitter: @jimboomer
LinkedIn: jimboomer

Amanda Wilkie Social Media:

X: @AmandaWilkieBCI
LinkedIn: @Amanda-Wilkie-PMP

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

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, Shareholder and President at Boomer Consulting discusses the key qualities and actions of great leaders. Emphasizing the importance of identifying passion and purpose, cultivating a growth mindset, embracing challenges, overcoming fear and taking risks, nurturing relationships, and investing in oneself.

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the critical role of patch management in the accounting profession. They cover the history and growing necessity of security patches, the challenges of managing vulnerability windows, and the rise of zero-day exploits. The conversation also addresses the difficulties firms face during busy seasons and the risks of neglecting patching. Stay tuned as they emphasize the importance of layered security, strong leadership, and the benefits of automating patch management to enhance security and efficiency.

Takeaways

Patch management is crucial for maintaining the security and stability of computer systems.
Shortening vulnerability windows and the rise of zero-day exploits have increased the urgency of patching.
Firms face challenges in patching during busy seasons, but the consequences of neglecting patching can be severe.
Layered security, including patch management, is essential for protecting against malware and other threats.

Gary on Social Media:

X: @lgboomer
LinkedIn: lgboomer

Eric McMillen on Social Media:

X: @ericmcmillen
LinkedIn: ericmcmillen

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the impact of AI on privacy and security. They explore the benefits of AI, including threat simulation and enhanced security measures, while also addressing its darker side, such as the use of AI for phishing, malware, and deepfakes. Stay tuned as they highlight the importance of staying informed, embracing AI tools, and implementing proper governance in this rapidly evolving landscape.

Takeaways

AI is rapidly developing and accelerating, with significant implications for privacy and security.
Generative AI has positive applications, such as threat simulation, enhanced security measures, and time-saving capabilities.
The malicious use of AI poses risks, including the generation of phishing templates, voice prints, and malware.
Deepfakes and AI exploitation can lead to sexploitation, blackmail, and misinformation.
Staying informed, embracing AI tools, and implementing proper governance are crucial for navigating the evolving AI landscape.

Gary on Social Media:

X: @lgboomer
LinkedIn: lgboomer

Eric McMillen on Social Media:

X: @ericmcmillen
LinkedIn: ericmcmillen

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this special release of the podcast host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group. Together, they will explore the future of passwords, passkeys, and password managers, and delve into the critical importance of enhancing security through education and awareness in privacy and security. Stay tuned as they share practical tips and strategies for both individuals and businesses to stay secure in an increasingly digital world.

Takeaways

Passwords should be longer and more complex to enhance security
Multi-factor authentication is an effective way to protect accounts.
Pass keys, using public key cryptography, can enhance authentication.
Password managers provide a secure way to store and generate complex passwords.
Security awareness education is crucial to address human vulnerabilities.

Gary on Social Media:

X: @lgboomer
LinkedIn: lgboomer

Eric McMillen on Social Media:

X: @ericmcmillen
LinkedIn: ericmcmillen

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

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 at Boomer Consulting, talks to Riki Shah about outsourcing and offshoring. Dive into the struggles and benefits of using this strategy and how it will affect your accounting firm.

Amanda Wilkie Social Media:

Twitter: @amandawilkie_BCI
LinkedIn: amanda-wilkie-pmp

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

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, Shareholder and President at Boomer Consulting, talks to Crystal McClellan about the role HR plays in mergers and acquisitions and best practices to make those transitions easier.

Sandra Wiley's 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

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 Chief Executive Officer at Boomer Consulting talks to Alex Schwab, Director of Client Advisory Services and Outsourced Human Resources at Brady Martz about the process of developing a CAAS group in your firm.

Jim Boomer 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

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 to Amanda Wilkie, Consultant at Boomer Consulting about the transformation triangle and how it relates to change management. They also dive into the frameworks of process management, project management and change management.

Arianna Campbell Social Media:

X: @Arianna_BCI
LinkedIn: @ariannacampbell

Amanda Wilkie Social Media:

X: @AmandaWilkieBCI
LinkedIn: @Amanda-Wilkie-PMP

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

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 at Boomer Consulting, talks to Lisa Dunnigan about A CIO’s perspective on building buy-in. Dive into why it is so important to build buy in and why it is important for firms to have it.

Amanda Wilkie Social Media: * Twitter: @amandawilkie_BCI * LinkedIn: amanda-wilkie-pmp

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

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, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Bob Fink about navigating heavy lifts in the tech world. Dive into ways to improve client experience with communications and technologies.

Marc Staut 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

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, Shareholder and President at Boomer Consulting talks to Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting about transitioning client relationships to someone else in the firm. Dive into these strategies to make your relationship transitions more efficient.

Sandra Wiley Social Media:

Twitter: @sandrawiley
LinkedIn: sandrawiley

Jon Hubbard Social Media:

Twitter: @jon_hubbard
LinkedIn: jonhubbard

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

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, Shareholder and President at Boomer Consulting gives us 5 priorities HR Leaders should be thinking about and working on right now in their accounting firms.

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

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 at Boomer Consulting talks to Kyle Stahlbaum about Transforming Infrastructure for Growth. Dive into why shifting gears can help you firm in more ways than one.

Amanda Wilkie Social Media:

Twitter: @amandawilkie_BCI

LinkedIn: amanda-wilkie-pmp

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

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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks about The top 10 global best performing HR practices and how we can use them in our accounting firms.

Jon Hubbard Social Media:

Twitter: @jon_hubbard

LinkedIn: jonhubbard

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

On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Jim Boomer, Shareholder and Chief Executive Officer about the Boomer Circle Summit. Dive into the keynote speakers that will be there, what this event is, and how it will bring all parties of an organization together.

Marc Staut Social Media:

Twitter: @CPATechGeek
LinkedIn: mstaut

Jim Boomer Social Media:

Twitter: @jimboomer
LinkedIn: jimboomer

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 has a quick discussion on Technology and Burnout. She talks about technology and how it will clear roadblocks and help create less burnout in our firms.

Sandra Wiley on Social Media:

X: @sandrawiley

LinkedIn: @sandrawiley

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 Chief Executive Officer talks to Jacqueline Lombardo, Operations Strategist at Boomer Consulting about the Boomer Knowledge Network. Dive into what it is and what it comes with. This new tool will not just be for the Boomer community but for firm’s world-wide!

Jim Boomer on Social Media:

X: @jimboomer

LinkedIn: @jimboomer

Jacqueline Lombardo on Social Media:

X: @Jacqueline_BCI

LinkedIn: @jacquelinelombardo

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, Shareholder and President at Boomer Consulting talks to Jess Camp, Chief People Officer at Adams Brown about transitioning from one Managing Partner to the next. Dive into C-Suite tips and tricks for these transitions.

Sandra Wiley on Social Media:

X: @sandrawiley

LinkedIn: @sandrawiley

Jess/Adams Brown on Social Media

Jess on LinkedIn: @jess-camp-phr-shrm-cp-164a1b6

Adams Brown on LinkedIn: @adams-brown-cpa

Adams Brown on X: KansasCPAs

Adams Brown on Facebook: @AdamsBrownCPA

Adams Brown on Instagram: @adamsbrowncpa

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, Shareholder and President at Boomer Consulting talks to Jim Boomer, Shareholder and Chief Executive Officer at Boomer Consulting about the Boomer CAAS Circle. Dive into what the CAAS Circle is, how it is different from other peer groups at Boomer Consulting, what they want from participants and who should attend.

Sandra Wiley on Social Media:

X: @sandrawiley

LinkedIn: @sandrawiley

Jim Boomer on Social Media:

X: @jimboomer

LinkedIn: @jimboomer

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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Geoffrey Brown, President and CEO at Illinois CPA Society about retention within the accounting industry and the challenges we face with it. Dive into the results of a survey focused on why retention is such a challenge in accounting.

Jon Hubbard on Social Media:

X: @jon_hubbard

LinkedIn: @jonhubbard

Geoffrey/Illinois CPA Society on Social Media:

Geoffrey on LinkedIn: @geoffrey-brown-cae-9039484

Illinois CPA Society on LinkedIn: @illinois-cpa-society

Illinois CPA Society on X: @illinoiscpa

Illinois CPA Society on Facebook: @ICPAS

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, Shareholder and President at Boomer Consulting talks to Taylor Lowe, Executive Director of Eagle University about the Eagle U experience. Dive into details such as the logistics, what type of person they are looking for, and how the students are after the experience.

Sandra Wiley on Social Media:

X: @sandrawiley

LinkedIn: @sandrawiley

Taylor/Eagle U on Social Media:

Taylor on LinkedIn: @taylor-lowe-36218410

Eagle U on LinkedIn: @eagle-u

Eagle U on Facebook: @EagleU

Eagle U on Instagram: @eagleuniversity

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, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Shawn Fisher, Director of Internal Technology with REDW about leading like a coach. Dive into how to build a foundation and culture for leading and why it is critical to leadership and excellence in accounting firms.

Marc Staut on Social Media:

X: @CPATechGeek

LinkedIn: @mstaut

Shawn/REDW on Social Media:

Shawn on LinkedIn: @shawn-fisher-redw

REDW on LinkedIn: @redw

REDW on X: @REDWllc

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 Solutions Manager at Boomer Consulting, Deanna Perkins. Learn more about what she does, and how she came to be on the team.

Jim Boomer on Social Media:

Twitter: @jimboomer

LinkedIn: @jimboomer

Deanna Perkins on Social Media:

Twitter: @deannalperkins

LinkedIn: @deannalperkins

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, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Allen Gregory, Partner, Federal Tax at TaxOps about billing time versus delivering value to clients. They dive into how removing hourly rates can add value to client relationships and improve your accounting firm's client retention.

Marc Staut on Social Media:

Twitter: @CPATechGeek

LinkedIn: @mstaut

TaxOps on Social Media:

Twitter: @taxops

LinkedIn: @taxops-llc

Facebook: @SALTovation

Instagram: @saltovation

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 to Earl Blackmon, Shareholder & Financial Consultant with the Avizo Group about optimizing resources to make a bigger impact on your firm. See how project management, resource management and AI play a role in this.

Arianna Campbell on Social Media:

Twitter: @Arianna_BCI

LinkedIn: @ariannacampbell

Earl/Avizo Group on Social Media:

Earl on Linkedin: @earl-blackmon-cpa-cgma-lss-green-belt-94038343

Avizo Group on LinkedIn: @avizogroup

Avizo Group on Facebook: @avizogroupinc

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, Visionary and Strategist at Boomer Consulting talks to Jeff Gramlich, Managing Director Accounting with Validis. Learn more about a couple different topics such as data driven audits and how they will affect the future of your firm as well as the impact of technology and AI in accounting.

L. Gary Boomer on Social Media:

Twitter: @lgboomer

LinkedIn: @lgboomer

Jeff/Validis on Social Media:

LinkedIn: @jgramlichcpa

Validis on LinkedIn: @validis

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, Visionary and Strategist at Boomer Consulting talks to Jeff Gramlich, Managing Director Accounting with Validis. Learn more about a couple different topics such as data driven audits and how they will affect the future of your firm as well as the impact of technology and AI in accounting.

L. Gary Boomer on Social Media:

Twitter: @lgboomer

LinkedIn: @lgboomer

Jeff/Validis on Social Media:

LinkedIn: @jgramlichcpa

Validis on LinkedIn: @validis

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 Chief Executive Officer at Boomer Consulting talks to Kirsten Phenicie, SBS Senior Manager of Client Advisory Services at Brady, Martz & Associates, P.C. about mastering growth in your firm. See how nurturing a culture of continuous improvement through training plays a role in this.

Jim Boomer on Social Media:

Twitter: @jimboomer

LinkedIn: @jimboomer

Kirsten/Brady Martz & Associates on Social Media:

Kirsten LinkedIn: @kirsten-phenicie-7a20ba96

Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c.

Brady Martz & Associates Facebook: @bradymartzcpa

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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks about why Marketing and Business Development are so important in accounting and why they need to be collaborative, not separate.

Jon Hubbard on Social Media:

Twitter: @jon_hubbard

LinkedIn: @jonhubbard

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, Shareholder and President at Boomer Consulting talks to Monika Turek about Learning and Development programs. Dive into the process of an L&D program, how it can help evolve your accounting firm, and important projects Monika Turek is working on at the moment.

Sandra Wiley on Social Media:

Twitter: @sandrawiley

LinkedIn: @sandrawiley

Monika/HoganTaylor on Social Media:

LinkedIn: @mnturek

HoganTaylor LinkedIn: @hogantaylor-llp

HoganTaylor Instagram: @hogantaylorllp

HoganTaylor Twitter: @hogantaylorllp

HoganTaylor Facebook: @hogantaylorllp

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 the Solutions Advisor of Boomer Consulting, Parker Bohon. Learn more about what she does, and how she came to be on the team.

Jim Boomer on Social Media:

Twitter: @jimboomer

LinkedIn: @jimboomer

Parker Bohon on Social Media:

Linkedin: @parker-bohon

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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discusses internal communication around change and how we can craft a good framework for our firms.

Jon Hubbard Social Media:

Twitter: @jon_hubbard

LinkedIn: @jonhubbard

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 at Boomer Consulting talks to Amanda Popolare, Director, Tax Process + Development at Smith and Howard about Automating Reporting with PowerBI. Dive into why automating your reporting can help you firm in more ways than one including: preventing burnout, having more time for clients, and more.

Amanda Wilkie on Social Media:

Twitter: @amandawilkie_BCI

LinkedIn: @amanda-wilkie-pmp

Amanda/Smith and Howard on Social Media:

LinkedIn: @amandarpopolare

Twitter: @smithandhoward

LinkedIn: @smith-&-howard

Facebook: @smithandhoward

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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Kendall Jones, Marketing Manager at Whitley Penn about being a digital marketing leader. Dive into what a digital marketing manager can do for your firm and how it can help you grow smarter, not harder.

Jon Hubbard on Social Media:

Twitter: @jon_hubbard

LinkedIn: @jonhubbard

Kendall/Whitley Penn on Social Media:

LinkedIn: @kendall-louise-jones

Facebook: @WhitleyPenn

Twitter: @whitleypenn

LinkedIn: @whitley-penn

Instagram: @whitleypenn_official

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 Member Experience Strategist at Boomer Consulting, Erin McCormick. Learn more about what she does, and how she came to be on the team.

Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer

Erin McCormick on Social Media:LinkedIn: @erincmccormick

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.

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 has a quick discussion on CAAS. She gives us several important components of an exceptional CAAS and how it will improve our firm's strategies.

Sandra Wiley on 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

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 at Boomer Consulting and Courtney Edwards, Chief Information Officer at Bennett Thrasher talk about transitioning into the role of CIO and share experiences of them being in the IT department. Learn more about if your firm should consider a CIO.

Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp

Courtney/Bennett Thrasher on Social Media: LinkedIn: @courtney-edwards-07404a4 Bennett Thrasher Facebook: @BennettThrasherLLP Bennett Thrasher Twitter: @btcpa Bennett Thrasher 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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode Jim Boomer, Shareholder & CEO at Boomer Consulting and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the evolution of growth trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024.

Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer

Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode Marc Staut, Shareholder & Chief Innovation & Technology Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of technology trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024.

Marc on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut

Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode Sandra Wiley, Shareholder & President at Boomer Consulting and Jon Hubbard, Shareholder & Chief Growth Officer at Boomer Consulting discuss the evolution of talent trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024.

Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley

Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of process trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024.

Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell

Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode Sandra Wiley, Shareholder & President at Boomer Consulting and Jim Boomer, Shareholder & CEO at Boomer Consulting discuss the evolution of leadership trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024.

Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley

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

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, Marc Staut, Shareholder and Chief Innovation Technology Officer at Boomer Consulting talks about his indispensable “What’s in My Bag” items from the Mobile CPA Presentation.

Marc Staut 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

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 Marketing Coordinator at Boomer Consulting, Emilie Elpers. Learn more about what she does, and how she came to be on the team.

Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer

Emilie Elpers on Social Media:LinkedIn: @emilieelpers

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

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 at Boomer Consulting and Kacee Johnson, VP of Strategy and Innovation at CPA.com, discuss emerging technologies in the accounting profession and how to prepare for them.

Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp

Kacee/CPA.com on Social Media:

Website: www.Cpa.com/gen-AI

Twitter: @KaceeBOP LinkedIn: @kacee-johnson CPA.com Twitter: @CPA.com CPA.com LinkedIn: @CPA.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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Shahbaz Khan, Associate Director, Product Management at Wolters Kluwer. They discuss improving your staff and client experience through technology, solutions Wolters Kluwer offers, technological trends and advancements, challenges and pain points and the future of technology.

Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell

Shahbaz/Wolters Kluwer on Social Media: LinkedIn: @shahbazmkhan Wolters Kluwer Facebook: @wolterskluwer Wolters Kluwer Twitter: @Wolters_Kluwer Wolters Kluwer LinkedIn: @wolters-kluwer

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

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, Shareholder and President of Boomer Consulting and Emily Myrum, Chief Talent Officer at Brady Martz & Associates talk about building a strong foundation for their HR department.

Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley

Emily/Brady Martz & Associates on Social Media: LinkedIn: @emily-myrum-b5972125 Brady Martz & Associates Facebook: @bradymartzcpa Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c.

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

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, Marc Staut, Shareholder and Chief Innovation Technology Officer at Boomer Consulting speaks to Steve Perkins, Chief Information Officer at HoganTaylor about Data Governance.

Marc Staut Social Media:Twitter: @CPATechGeek LinkedIn: @mstaut

Steve/HoganTaylor Social Media: LinkedIn: @steveperkinscio HoganTaylor Facebook: @hogantaylorllp HoganTaylor Twitter: @hogantaylorllp HoganTaylor LinkedIn: @hogantaylor-llp HoganTaylor Instagram: @hogantaylorllp

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Stephen Pelosi, Practice Success Manager at Sage. They discuss growing your firm’s advisory services, solutions Sage offers, scaling your business, challenges and pain points and the future of technology.

Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell

Stephen/Sage on Social Media: LinkedIn: @stephen-pelosi-281ab868 Sage Facebook: @SageUSAmerica Sage Twitter: @SageUSAmerica Sage LinkedIn: @sage-software Sage Instagram: @sageofficial

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

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 has a quick discussion on Learning and Development Leaders. She talks about how we can support these emerging professionals and what the L&D leaders should be doing for our firms.

Sandra Wiley on 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

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 Chief Executive Officer at Boomer Consulting and Sandra Wiley, Shareholder and President of Boomer Consulting talk about CAS and Business Transformation, why they are so important, and why they are related to each other, not just different.

Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer

Sandra Wiley on 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

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 Marketing Manager at Boomer Consulting, Heather Robinson. Learn more about what she does, and how she came to be on the team.

Jim Boomer on Social Media:Twitter: @jimboomer
LinkedIn: @jimboomer

Heather Robinson on Social Media:Twitter: @Heather_BCI
LinkedIn: @heatherrobinson

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

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, Visionary Strategist and Shareholder of Boomer Consulting talks to Amanda Wilkie, Consultant at Boomer Consulting about blockchain. Learn more about how blockchain has a revolutionary impact on accounting and what it is changing.

L. Gary Boomer on Social Media:Twitter: @lgboomerLinkedIn: @lgboomer

Amanda Wilkie on Social Media:Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp 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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode Marc Staut, Shareholder & Chief Innovation & Technology Officer has a
conversation with Jim Boomer, Shareholder & CEO at Boomer Consulting. They discuss the next evolution of the Boomer Circle Summit in 2024, how it’s different from past offerings, who should attend and the benefits of sending multiple people.

Marc on Social Media:
Twitter: @CPATechGeek
LinkedIn: @mstaut

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

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 & Chief Growth Officer at Boomer Consulting, has a conversation with Val Steed, Director Accountants at Zoho. They discuss CAS, services that are a part of CAS, marketing CAS services, internal silos of communication and how Zoho can help your firm.

Jon on Social Media:
Twitter: @Jon_Hubbard
LinkedIn: @jonhubbard

Val/Zoho on Social Media:
LinkedIn: @valsteed
Zoho Facebook: @zoho
Zoho Twitter: @zoho
Zoho LinkedIn: @zoho
Zoho Instagram: @zoho

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

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 and Jacqueline Lombardo, Project Manager at Boomer Consulting talk about creating space for mental wellness in the workplace. Dive into why it’s becoming more important in today’s society.

Sandra Wiley on Social Media:
Twitter: @sandrawiley
LinkedIn: @sandrawiley

Jacqueline Lombardo 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

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

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

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: @lgboomer
LinkedIn: @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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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 biggest shifts that have happened in the area of talent in 2022 and look ahead to 2023.

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

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

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 firm leaders, leadership mindset, leadership at all levels, investing in leaders, employee engagement, looking outside the accounting profession, critical conversations with ownership, and upskilling.

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

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

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

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 employee experience, retention, prioritizing top talent, creating accountability, a holistic approach, and steps to take.

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

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 areas of performance, client/staff experience, administrative professional roles, project management, process improvement, value strategist, identifying value adds, and long-term growth role strategy.

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

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 confidence, confidence as a result of action, getting out of your comfort zone, unique abilities, confidence and leadership outcomes, and steps you can take to build your leadership confidence.

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

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 and Marketing Coordinator, Emilie Elpers. They discuss why firms should launch a podcast, creating content, the benefits, tips, standardized approach, consistency, scheduling, learning as you go, 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

Emilie on Social Media:LinkedIn: @emilieeelpers

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

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 IT and firm vision/strategy, IT steering committee, speaker of hard truths, elevating client experience, surveying clients, having a seat at the table, technology as a strategic asset, and how to reach out to Marc.

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this Episode, the script is flipped. Regular host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is interviewed by Boomer Consulting CEO, Jim Boomer. They discuss the importance of career pathways, diversifying service options, identifying the who, learning and development, the war for talent, happy team members, clear learning pathways, and defining a vision.

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

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 one-firm processes, process breakdowns, resource sharing, employee experience, onboarding, empowering employees, and the first next step.

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

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 breakdown authority vs influence, change leadership, working across silos, proactive/solutions focused, hard truths, clear intention, and how to reach Marc.

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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

We're thrilled to be celebrating our 100th episode with you! On this episode, Shareholders and Consultants Jim Boomer, Arianna Campbell, Sandra Wiley, Marc T. Staut and Jon Hubbard take a look back at 100 episodes. Each of them provides an update on the biggest change they've seen in the accounting profession since the episode was recorded. We hope you enjoy this special edition episode of the Boomer Briefing Podcast!

Jim on Social Media:Twitter: @jimboomer
LinkedIn: @jimboomer

Arianna on Social Media:Twitter: @arianna_BCI
LinkedIn: @ariannacampbell

Sandra on Social Media:Twitter: @sandrawiley
LinkedIn: @sandrawiley

Marc on Social Media:Twitter: @CPATechGeek
LinkedIn: @mstaut

Jon on Social Media:Twitter: @Jon_Hubbard
LinkedIn: @jonhubbard

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

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 project season, successful technology implementation, project planning, time, building requirements, project management, client consideration, marketing new technology, positive benefits, and the first step to take.

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

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 Project Manager, Jacqueline Lombardo. They discuss the role of a project manager, filling in organization gaps, project builders, internal alignment, outside perspective, increasing accountability, removing admin tasks, change management, and where to start.

Jon on Social MediaTwitter: @Jon_Hubbard
LinkedIn: @jonhubbard
Email: Jon.Hubbard@boomer.com

Jacqueline on Social Media:LinkedIn: @Jacqueline_BCI
Email: jacqueline.lombardo@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

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 Solutions Advisor, Megan Schottler. They discuss capacity strain, remote meeting complexities, meeting overload, efficient meeting procedures, too much time in meetings, unavailable time, avoiding burnout, and next steps your firm can take.

Jon on Social MediaTwitter: @Jon_Hubbard
LinkedIn: @jonhubbard
Email: Jon.Hubbard@boomer.com

Megan on Social Media:Twitter: @megan_BCI
LinkedIn: @meganschottler
Email: megan.schottler@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

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 finding capacity, expanding capabilities, process improvement, change leadership, retaining superstars, and how to start.

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

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 Solutions Manager, Deanna Perkins. They discuss packing services, anxiety with pricing, fixed price vs per hour pricing, options for clients, aligning naming with clients, and first best step.

Jon on Social Media:Twitter: @Jon_Hubbard
LinkedIn: @jonhubbard
Email: Jon.Hubbard@boomer.com

Deanna on Social Media:Twitter: @deannalperkins
LinkedIn: @deannalperkins

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

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 Solutions Manager, Deanna Perkins. They discuss packing services, anxiety with pricing, fixed price vs per hour pricing, options for clients, aligning naming with clients, and first best step.

Jon on Social Media:Twitter: @Jon_Hubbard
LinkedIn: @jonhubbard
Email: Jon.Hubbard@boomer.com

Deanna on Social Media:Twitter: @deannalperkins
LinkedIn: @deannalperkins

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

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 the importance of project management, technology silos, similar solutions, identifying needs, third party project management, and recommendations on the first step to take.

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

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 Project Coordinator, Katelynn Kolterman. They discuss mental health, the Kolbe index, increasing productivity, happiness in the workplace, the collab lab, team building, feedback as a gift, motivation, soliciting feedback, and finding what works for you.

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 Boomer Consulting, visit boomer.com

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement and talent. They discuss core processes, integration of processes, strategic planning, breaking down silos, positive results, reducing duplication, and steps your firm can take.

Jon on Social Media:

Twitter: @Jon_Hubbard
LinkedIn: @jonhubbard
Email: jon.hubbard@boomer.com

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

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 finding capacity, expanding capabilities, process improvement, change leadership, retaining superstars, and how to start.

Jon on Social MediaTwitter: @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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this Episode, the script is flipped. Regular host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is interviewed by Boomer Consulting CEO, Jim Boomer. They discuss making complex services easier to understand, finding the right client, story brand, messaging from the client’s perspective, attracting the right client, clear value statements, and how businesses outside of the profession communicate value.

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

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 innovation process, creating a culture of innovation, ideas to reality, visionaries, executing ideas, expecting results, innovation investments, transformational opportunities, and steps to take now.

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

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 stress in the workplace, investing in mental health, equitable benefits, wellness programs, work/life balance, covid stress, and having the conversation.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss creating capacity, employee morale, getting buy-in, ongoing improvement, leveraging momentum, recruiting, and benefits of process improvement.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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, Director at Boomer Consulting, has a conversation with Gary Boomer, Shareholder and Visionary & Strategist at Boomer Consulting. They discuss connecting the dots, collaboration, peer groups, unique abilities, culture of innovation, investing in yourself and others, Kolbe index, and leadership development.

Twitter: @lgboomer
LinkedIn: @lgboomer
Email: lgboomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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 Consulting Marketing Manager, Heather Robinson. They discuss what happens after clients sign the dotted line, attracting and retaining new clients, intentional strategy around current client base, developing content and tech stacks.

Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Email: Jon.Hubbard@boomer.com
Heather on Twitter: @Heather_BCI
Heather on LinkedIn: @heatherrobinson

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

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 investing in technology, technology budgets, increasing systems that are already in place, new business capabilities, automation and technology that can improve both the client and employee experience.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 employee experience journey, steps firms can take to create an excellent employee experience, getting employee insight and feedback and changing how you get talent and how you treat them once they get there.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss what role outsourcing and automation play when firms think about how to increase capacity, identifying tasks that can free up your staff, focusing on your clients, and adding more value.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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, has a conversation with Boomer Consulting CEO, Jim Boomer. They discuss being the initiator, changing without pain, strategic planning, peer network groups, continuous focus, innovation processes, thinking beyond today, and first steps to take.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on 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

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, has a conversation with Boomer Consulting CEO, Jim Boomer. They discuss the importance in a business perspective, high performance with diversity, steps to move the needle, expanding personal awareness, not just an accounting topic, and the next steps to take.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on 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

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 why it’s important to think about career paths for IT professionals in a firm and what can firms do to support the careers, growth and trajectory of IT professions, while making sure to provide career planning for the IT professionals future.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss current firm experiences, burnout, 5 recommended strategies, creating capacity with automation, outsourcing, process improvement, delegation, client filtering, attracting more people, hybrid/remote work, and putting together a plan.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 partnerships for long term success, relationships through rough times, target clients, referral channels, continuous communication, and how to reach out.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Eagle U, leadership models, getting an education, embracing failure, LinkedIn Learning, the Kolbe Index, constructive conflict, change leadership, what your clients should be doing, letting others shine, and where to go next.

Eagle U: https://www.boomer.com/eagleu

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

This episode, the script is flipped. Boomer Consulting CEO, Jim Boomer interviews normal host Jon Hubbard, Shareholder at Boomer Consulting. They discuss where to focus resources, a force you can’t ignore, attracting talent, clarifying your message, content strategy, outsourcing, social media channels, firm relevance, social media tools, scheduling content, and how to start.

Twitter: @jimboomer
LinkedIn: @jimboomer
Email: jim.boomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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 For more information about Boomer Consulting, visit boomer.com

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 tech strategy, why some firms handled the pandemic better than others, the next normal, flexible systems, asynchronous work, and steps to take now.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss the signs of needing more training, miscommunication, managing workload, collaboration, software for workflow, intentional training, and root-cause evaluations.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 employee engagement/connection, understanding what motivates, evaluating growth strategies, better fit clients, stay interviews, and where to go from here.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 career confusion, what is Eagle U, giving kids a direction, the topics Eagle U covers, success stories, and how to get more information.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

This episode, the script is flipped. Boomer Consulting CEO, Jim Boomer interviews normal host Jon Hubbard, Shareholder at Boomer Consulting. They discuss defining your target client, ideal client characteristics, anticipated results, developing strategies, target filtering, and how to get started.

Twitter: @jimboomer
LinkedIn: @jimboomer
Email: jim.boomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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 For more information about Boomer Consulting, visit boomer.com

Welcome to our first Boomer Briefing Pubcast, where we grab a pint and have an unscripted conversation about the CPA profession. This episode, Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting has a conversation with Steven Hart, CIO at Janover LLC. They discuss when IT should get involved with M&A, technology as a first impression, IT tools in a merger, new hardware costs, software migration, bonding through stress, and what to do first on an M&A journey. 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

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 learning and development strategy, open communication, taking the initiative with your people, strong learning and development cultures, and where to go from here.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 consistency in processes, starting with simple automations, working with outside providers, determining automation suitability, success stories, the last mile, identifying opportunities, and where to go from here. * Twitter: @AmandaWilkieBCI * LinkedIn: @amanda-wilkie-pmp * Email: AmandaWilkie@boomer.com * Jon on Twitter: @Jon_Hubbard * Jon on LinkedIn: @jonhubbard

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

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 change leadership vs change management, stepping out of the comfort zone, the 4 Cs, and co-elevation. * Twitter: @sandrawiley * LinkedIn: @sandrawiley * Email: Sandra.wiley@boomer.com * Jon on Twitter: @Jon_Hubbard * Jon on LinkedIn: @jonhubbard * Youtube: boomer.link/o5x * 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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

This episode, the script is flipped. Boomer Consulting CEO, Jim Boomer interviews normal host Jon Hubbard, Shareholder at Boomer Consulting. They discuss where to focus resources, a force you can’t ignore, attracting talent, clarifying your message, content strategy, outsourcing, social media channels, firm relevance, social media tools, scheduling content, and how to start.

Twitter: @jimboomer
LinkedIn: @jimboomer
Email: jim.boomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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 For more information about Boomer Consulting, visit boomer.com

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 Consulting Founder, L. Gary Boomer. They discuss disruption adding value to clients, enabler vs disadvantage, outsourcing, digitizing, law of accelerating returns, changing client visions, changing business models, thinking differently about disrupting, and how to move forward.

Twitter: @lgboomer
LinkedIn: @lgboomer
Email: lgboomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
Email: jon.hubbard@boomer.com

Boomer’s Blueprint on Accounting today: https://www.accountingtoday.com/author/gary-boomer-at13

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

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 firm culture, differences in merger culture, how it plays out in technology and business, culture war, open dialogue, and reaching out to an outside party.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 efficiency & consistency in advisory services, opportunities to scale through technology, firm capacity, cloud based technologies, integration, supportive leadership, continuous process improvement, and how to take the next steps.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 fitness vs mental wellness, transparent leadership, normalizing mental health, the great resignation, and next steps for your firm.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

This episode, the script is flipped. Boomer Consulting CEO, Jim Boomer interviews normal host Jon Hubbard, Shareholder at Boomer Consulting. They discuss rethinking marketing, marketing to ideal clients, presenting your firm as a guide, empathy/authority, giving clients a process, story branding, and marketing/messaging examples.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Founder, L. Gary Boomer. They discuss why firms need to pay attention to mega trends, mindsets vs skillsets, attracting talent, talent megatrend, automation, virtual reality, health/longevity, and the acceleration of growth/returns.

Twitter: @lgboomer
LinkedIn: @lgboomer
Email: lgboomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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 succession planning, leaders looking for clones of themselves, letting go, how to develop a plan with rising stars, retention/recruiting, and next steps for strategy around succession.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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, Director at Boomer Consulting, has a conversation with Amanda Wilkie, Consultant at Boomer Consulting. They discuss tracking metrics from a client's perspective: why its beneficial, the importance of tracking metrics from a client's perspective, what metrics should firms be tracked, what are the anticipated results, next steps a firm should take, and much more.

Article: boomer.link/met
Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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, Director at Boomer Consulting, has a conversation with Gary Boomer, Shareholder and Visionary & Strategist at Boomer Consulting. They discuss how accounting firms can gain an edge in the marketplace by focusing on the speed of change, the recent changes in the industry, coaching opportunities, solutions and recommendations for approaching success planning, next steps and more.

Twitter: @lgboomer
LinkedIn: @lgboomer
Email: lgboomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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, Director at Boomer Consulting, has a conversation with Jim Boomer, Shareholder and CEO at Boomer Consulting. They discuss defining advisory and consulting services, how moving towards advisory & consulting services is a scary, solutions and recommendations for accountants, next steps and more.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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, Director at Boomer Consulting, has a conversation with Amanda Wilkie, Consultant at Boomer Consulting. They discuss the best ways to build firm culture in a remote or hybrid environment by defining expectations, building trust, setting goals, and communicating transparency. And how focusing on technology, process, and automation, is your biggest advantage for creating culture and connection in a remote or hybrid team.

Article: https://boomer.link/p10
Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 finding talent resources, insourcing, seasons of compression, resources to lean on, upskilling, and using outsourcing as a strategy.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss the why firms need to understand process improvement, future-ready, inconsistency due to personal preferences, opening the door to passions, and creating a strategic plan.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 Consulting Founder, L. Gary Boomer. They discuss the characteristics of an exponential organization, what a firm needs to focus on, outsourcing/automation, creating value, getting stuck in incremental, and what steps you should take now.

Twitter: @lgboomer
LinkedIn: @lgboomer
Email: lgboomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

In the 50th episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, has a conversation with Boomer Consulting CEO, Jim Boomer. They discuss creating redundance, developing your people, planning ahead, assessing your team members, and using outside resources.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Amanda’s journey, evolution of project management, skills needed, internal vs external project management, building project management skills in the firm, what is a project, and evaluating projects within your firm.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 why there is a great resignation, ways firms can navigate, culture shifts, listening to your people, badges of honor, changing professions, and potential solutions.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss the evolution of process improvement, future-readiness, process improvement with the end in mind, inconsistency within firms, reducing personal preferences, opportunities created by capacity, and creating a documented strategic plan.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 Consulting CEO, Jim Boomer. They discuss the importance of an Operational Leaders within CPA Firms, and how those leaders bring diversity of thought and perspective in identifying new innovations, technologies, process and the other opportunities they bring to the leadership table.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Founder, L. Gary Boomer. They discuss the 4 Cs concept, ordering the 4 Cs for consulting, having the courage to commit, committing vs trying, needs of your clients, and convincing your partners.

Twitter: @lgboomer
LinkedIn: @lgboomer
Boomer’s Blueprint: https://www.accountingtoday.com/author/gary-boomer-at13
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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 causes for the shortage, challenges for accounting firms, tough to find items, short term navigation, increasing stock pools and what your firm can do now.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 talks about business development vs sales/marketing, how the language has changed, new roles in business dev, a business development quarterback, launching new services, selling the tickets before producing the show, messaging your services, digital marketing, and business dev/marketing working together.

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

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 why firms need to think about having a process improvement team, team oriented problem solving, the makeup of the team, cross functional team members, constructive feedback, and what to do if you have questions.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting CEO, Jim Boomer. They discuss why teams make us successful, five ways to better engage your team, intentional conversations with your team, setting positive examples, and joining a group of your peers.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Founder, L. Gary Boomer. They discuss Think Plan Grow, prioritizing the time to think, providing 10x value to clients, making changes based on vision, and becoming future ready.

Twitter: @lgboomer
LinkedIn: @lgboomer
Boomer’s Blueprint: https://www.accountingtoday.com/author/gary-boomer-at13
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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 embracing the difficulties of innovation, the process of innovation, recognizing people with ideas, innovation action committees, building accountability into the system, and how industries outside of the industry are handling innovation.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 why its important for firms to focus on culture, examples of measurements, change leadership, transparency, and what steps you can take for your firm.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss thinking about the experience from the client’s point of view, dealing with multiple individual departments, efficiency vs experience, and focusing on the ideal client’s experience.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 and Sandra Wiley, shareholder/President of Boomer Consulting, have a conversation with Nathan Eads. Nathan is a shareholder/Business Consultant at the Lally Group. They discuss how to start the conversation of consulting at your firm, selling the tickets before producing the show, the project manager’s role in the consulting area, client centric pricing, and the value in building relationships.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 and Sandra Wiley, shareholder/President of Boomer Consulting, have a conversation with Nathan Eads. Nathan is a shareholder/Business Consultant at the Lally Group. They discuss why Nathan was attracted to consulting, finding more value for the client, strategic planning, making the move into consulting, storyboarding, and selling your partners on the idea of consulting.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 what it means to create better solution requirements, defining requirements from the beginning, aligning firm vision with solution provider vision, the cross functional team, scope creep, and advice for next steps.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 war for talent, the 5 key talent strategies firms need to employ, approaches to hiring fully remote talent, blended workforces, and competing against other professions for talent.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss change management vs change leadership, why it’s important for firms to understand this shift, the why behind the change, feelings behind change, change fatigue, feedback channels, and change culture.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 Consulting CEO, Jim Boomer. They discuss why working remote is not going away, coming up with a plan to make it successful, opportunities to improve processes, retaining top talent, and refining the plan.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Founder, L. Gary Boomer. They discuss what are the best growth opportunities for firms today, value pricing, what is holding firms back, mindset with a global perspective, resistance to change, subscription pricing, simplifying the problem to move forward and getting out of your silos.

Twitter: @lgboomer
LinkedIn: @lgboomer
Boomer’s Blueprint: accountingtoday.com/gary-boomer
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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 helping with technology needs regardless of location, the increase of security needs, how firms have had success, and solutions outside the accounting industry.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 why now is the time to make a critical change in firm culture, getting uncomfortable with being uncomfortable, unconscious bias, making effort to broaden your horizons, and recommendations for next steps.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consultant, Amanda Wilkie. They discuss what RPA is and why it is important to firms right now, how bots are being used at firms, replacing mundane tasks with bots, tools available to firms, leveraging the collective knowledge of your peer group, and starting your process.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting CEO, Jim Boomer. They discuss what exactly is the spatial web, why it is important for firm leaders to be aware of, how the pandemic accelerated virtual events, the biggest benefits of the spatial web, engaging clients in new ways, uses from other industries, and leveraging it to advise and lead clients.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 Consulting Founder, L. Gary Boomer. They discuss why the correct mindset is important to take advantage of the tools available, thinking like an entrepreneur, automation, Lean 6 Sigma, sourcing services, and where to start.

Twitter: @lgboomer
LinkedIn: @lgboomer
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
Email: jon.hubbard@boomer.com
Boomer’s Blueprint: accountingtoday.com/gary-boomer

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

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 evolution of IT in a firm, the strategic role technology plays, inserting IT into the business conversation, using technology as a competitive advantage, and having these conversations with your firm.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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 how business/personal life intermingle, aligning employee experience with business branding, technical vs other career paths, stepping up physical/wellness programs, flexible scheduling, offboarding/onboarding employees in the middle of their career, and next steps to take.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement. They discuss process improvement as something you continually do, not what you did, the 4 things you need in your approach, the process improvement strategy, the timeline, and the best place to start.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
www.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

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 Consulting Founder, L. Gary Boomer. They discuss the importance of leadership mindset, separating the project from the person, internal resistance, upskilling/educating, and evolving business models to survive.

Twitter: @lgboomer
LinkedIn: @lgboomer
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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 Consulting CEO, Jim Boomer. They discuss how mindset shapes how you and your firm grow, the energy growth mindsets give to teams/leaders, ways to develop a growth mindset, fallacies of mindset, committing to lifelong learning, choosing the right role models, challenging current beliefs, setting a vision/defining goals, looking at failures as opportunities, authenticity, disrupting yourselves before you become the victim of disruption, and operating a vision without a plan.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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, Director at Boomer Consulting, has a conversation with Amanda Wilkie, Consultant at Boomer Consulting. They discuss why it is important firms deliver key services virtually, the need to bring value to clients while they aren’t in the office, how to retool in person services into the virtual environment, finding new collaborative technology, making deliberate value addition changes, virtual service acceleration, becoming a highly valued consultant, and more.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
3 Essentials to Becoming a Highly Valued Consultant - boomer.com/cct-cta

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

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 President, Sandra Wiley. They discuss why firms need to move into consulting, making consulting a priority, partner/leader backing of consulting, consultation practices outside of the accounting industry, finding the people who will be the most successful, not who has been around the longest, and mapping out the profiles/career paths of your people.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

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 Consulting Consultant/Shareholder, Arianna Campbell. Arianna specializes in process improvement among leadership. They discuss how efficiency is the foundation to streamline processes, efficiency as a process to specific capacity gains, what metrics firms should track, what will firms do with new capacity, technology solutions, starting with a strategic plan, and identify what processes will support the move in that direction.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
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

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 and Consultant at Boomer Consulting has a conversation with Boomer Consulting CEO, Jim Boomer. They discuss preparing for the future, what will not come back, committing to the strategic planning process, investing in your organization and people, looking outside the accounting profession, and why an outside facilitator is helpful.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard

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

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, Director at Boomer Consulting has a conversation with Boomer Consulting Founder, L. Gary Boomer. They discuss how to increase 10x growth, exponential vs incremental thinking, accelerating thinking process, your exponential future, your digital roadmap, complex business models, and sustained success.

Twitter: @lgboomer
LinkedIn: @lgboomer
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
Email: jon.hubbard@boomer.com
Boomer’s Blueprint: accountingtoday.com/opinion/boomers-blueprint-the-technology-physical

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

Welcome a Special Edition of the Boomer Briefing Podcast.

On this episode, Boomer Consulting Founder, L. Gary Boomer interviews Arianna Campbell, Shareholder, and Consultant at Boomer Consulting. They discuss Arianna’s professional background in marketing, early rolls at BCI, the 5 Pillars, focusing on unique abilities, family and work, Lean Six Sigma with technology, the P3 Leadership, the Certified Consultant program, delivering higher value services in a virtual world, focusing on the client experience, the pandemic impact, and why skills outside the accounting world benefit a firm.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Email - Arianna.Campbell@boomer.com
Twitter: @lgboomer
LinkedIn: @lgboomer
Email - LGBoomer@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

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, Director at Boomer Consulting, has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss why firms need to align their technology strategy with overall firm strategy, how facilitation is the most impactful way to align, creating peer relationships, and how alignment pre-negotiates tech projects.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
4 ways to manage risk through IT: boomer.com/4ways-it

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

Welcome a Special Edition of the Boomer Briefing Podcast.

On this episode, Boomer Consulting Founder, L. Gary Boomer interviews Marc Staut Shareholder and Chief Innovation & Information Officer at Boomer Consulting, Inc. They discuss Marc’s professional background, his early BCI experience, pressure of being a new consultant, dedicating time to learn and improve, upping the innovation game, a background of psychology, science/big data in firms, and the acceleration of technology brought on by 2020.

Twitter: @CPATechGeek
LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Twitter: @lgboomer
LinkedIn: @lgboomer

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

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, Director at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss why a firm should have a L&D strategy, without learning you are going backward, nontraditional vs technical training, developing soft skills, retention/turnover rates, L&D outside the accounting industry, and what to do next.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
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

Welcome a Special Edition of the Boomer Briefing Podcast.

On this episode, Boomer Consulting Founder, L. Gary Boomer introduces our usual host, Jon Hubbard, as one of the most recent shareholders at Boomer Consulting, Inc. They discuss Jon’s history at BCI, early lessons, owning your current role as a path for advancing, defining your own future, learning about your own unique abilities, lessons outside of the accounting profession, being committed before being confident, the Story Brand process, 5 Star Client Service, Strategic Coach, marketing and business development in firms, and the digital future.

Twitter: @lgboomer
LinkedIn: @lgboomer
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
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

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, Director at Boomer Consulting has a conversation with Boomer Consulting Director, Arianna Campbell. They discuss how inconsistent processes cost accounting firms, creating capacity through better processes, how inconsistency affects your people, creating a strategic plan specific for process, an inside firm champion for process, and recommendations for next steps.

Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Youtube: boomer.link/o5x
Email: Jon.hubbard@boomer.com
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

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, Director at Boomer Consulting has a conversation with Boomer Consulting Founder, L. Gary Boomer. They discuss why it is important for firms to package and price services correctly, value pricing vs value billing, price with client and not service, benefits of proper pricing, expanding relationship with current clients, and next steps to take.

Twitter: @lgboomer
LinkedIn: @lgboomer
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
Email: jon.hubbard@boomer.com

Boomer’s Blueprint: accountingtoday.com/opinion/boomers-blueprint-the-technology-physical

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

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, Director at Boomer Consulting, is interviewed by Boomer President, Sandra Wiley. They discuss why its important for businesses to get developmental conversations going, where there has been a lack of conversations, listening more and talking less, the pain funnel, winning the right kind of work for your firm, anxiety around business development, and how to take action.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Jon’s Youtube: boomer.link/o5x
Email: jon.hubbard@boomer.com
www.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

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, Director at Boomer Consulting, has a conversation with Amanda Wilkie, technology and process consultant at Boomer Consulting. They discuss why firms should be educated on blockchain, separating cryptocurrency from the technology of blockchain, the crypto-bubble, Facebook’s Libra currently, abolishing the need of paper money, and how resources to learn more about blockchain.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Wall Street Blockchain Alliance: https://www.wsba.co/
AICPA: https://www.aicpa.org/

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

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, Director at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss how the accounting profession is changing, welcoming non-CPA talent into firms, higher level client services, pairing CPAs with other areas of expertise, inclusive and equitable hiring, winning the talent war and driving the future of your firm.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Who, Not How: https://whonothow.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

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, Director at Boomer Consulting, has a conversation with Boomer Consultant Amanda Wilkie. They discuss the integration of process and technology in a firm, process automation, opportunities for improvement, and finding the who, not how.

Twitter: @AmandaWilkieBCI
LinkedIn: @amanda-wilkie-pmp
Email: AmandaWilkie@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Who, not how: whonothow.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

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, Director at Boomer Consulting, has a conversation with Jim Boomer, CEO of Boomer Consulting. They discuss growing as a firm in the same direction, involving staff in alignment, reflecting individual needs on firm strategic plans, and Jim’s recommended steps to create a unified firm strategy.

Twitter: @JimBoomer
LinkedIn: @JimBoomer
Email: JimBoomer@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Strategic Planning: boomer.com/sp
Boomer Guide to Strategic Planning: boomer.com/guide-strategicplanning
Email for more info: solutions@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

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

We are doing things a little different this episode. Jon Hubbard, Director at Boomer Consulting switches from the host to the guest. He is interviewed by Boomer President, Sandra Wiley, about how to message your services so people listen. They discuss moving from client-based services to advisory/consulting, positioning your firm to be the guide for your clients, paying attention to what is going on outside the profession and the story brand framework.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Book: https://storybrand.com/book/

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

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, Director at Boomer Consulting, has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss why it is important for firms to have a process around innovation, creating an action plan, recognizing the ideas of others, inspiring others to innovate, internal vs external innovation, upskilling, sustaining/research innovation, and keeping eyes open for innovation in other professions.

Marc on Twitter: @CPATechGeek
Marc on LinkedIn: @mstaut
Email: Marc.staut@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Boomer Technology Consulting: www.boomer.com/tec

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

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, Director at Boomer Consulting, has a conversation with Sandra Wiley, President at Boomer Consulting. They discuss how to make remote working successful, why we are never going back to the way it was, attracting the best talent, leading by example, getting the technology your people need, consistent processes, remote work exposing holes that already existed in your firm, job satisfaction, hybrid remote/office plans, and embracing change.

Twitter: @sandrawiley
LinkedIn: @sandrawiley
Email: Sandra.wiley@boomer.com
Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Boomer Talent Circle: boomer.com/tc

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

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, Director at Boomer Consulting, has a conversation with Arianna Campbell, Consultant at Boomer Consulting. They discuss process improvement, process efficiency, adding value, installing a process improvement point person, a culture of continuous improvement, positive benefits, and becoming consultative.

Jon on Twitter: @Jon_Hubbard
Jon on LinkedIn: @jonhubbard
Arianna on Twitter: @arianna_BCI
Arianna on LinkedIn: @ariannacampbell
boomer.com/process-consulting

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

Introducing the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

In Episode one, host Jon Hubbard, Director at Boomer Consulting, has a conversation with Gary Boomer, founder, visionary, strategist and “dot connector” of Boomer Consulting. They discuss how to think about your business model, adding value in today’s environment, pricing strategy, client filtering, prioritizing a business development “quarterback,” disrupting to be innovative, thinking like a startup, and more.

Look out for new episodes every Tuesday, involving 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. For more information about Boomer Consulting, visit boomer.com