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