Podcasts about boomer consulting

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. From building inclusive workplaces to solving the talent crisis, Wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo. More MOVEWiley, a longtime leader in public accounting consulting, outlines Boomer Consulting's growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. These “back office” functions, she explained, are often overlooked in CPA firms, yet they're critical to long-term sustainability. Through consulting, training, peer communities, and the Boomer Knowledge Network, Wiley and her team are helping firms modernize how they work and who they are. 

Turn communication breakdowns into trust-building moments. Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone's words or actions. MORE TRANSFORMATION TALKSJoining him are Arianna Campbell, COO of Boomer Consulting; Ed Kless, co-founder of THRESHOLD and co-host of The Soul of Enterprise; and Amy Welch, APR, CAE, mission advocacy strategist with the Center for Accounting Transformation and SVP/executive producer for CPA Trendlines. The episode begins by reframing how we talk. “Discussion” implies conflict, while “dialogue” is about listening. “The origin of ‘discussion' is literally ‘to strike,'” says Kless. “But dialogue means ‘twin telling.' That shift in mindset is everything.” 

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 Leda Sedlock, the administrative coordinator at Boomer Consulting. Leda shares her journey of joining the team, her diverse background in project management and market research, and her love for business strategy. She discusses the dynamics of working in a fully remote environment, her personal achievements, and the inspiration she draws from her mother. 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 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.c

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

In this episode of the SALTovation podcast, we continue our conversation with Sandra Wiley, President of Boomer Consulting - an organization dedicated to guiding CPA firms towards success by leveraging leadership, talent, growth processes, and technology. From the hard truths about work-life balance to the strategic dilemmas CPA firms face, Sandra discusses the importance of embracing change, spreading decision-making power, and having the correct mindset. Listen this week as we talk about the growing significance of the accounting profession and the incredible potential it holds for future generations of professionals. Topics discussed in this episode:The accounting profession is undergoing a transformative shift, prioritizing work-life balance and cultural adaptation in the recruitment and retention of talent.Effective leadership and navigating change are pivotal in the modern accounting landscape, particularly demonstrated during the transition to remote work practices.Creating uniform processes in CPA firms can significantly enhance efficiency, but success hinges on the commitment and adaptability of all team members, not just technology.The next generation of accountants is motivated by different values, such as community service and societal impact, requiring a shift in how the profession is presented to potential recruits.Unveiling the true functional dynamics within a firm leads to valuable process improvements.Quotables“Firms today have to tune into what the next generation is defining as important to them. We have to meet them where they're at. We cannot impose our life and how we lived our life on them.” -Sandra Wiley [06:09]“The accounting profession is on the brink of being one of the most important professions in our entire world. It is right in front of us to start developing and changing that business model so that we can get there faster with our clients, to be their advisors, their consultants, and their partners in their businesses.” -Sandra Wiley [26:22]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!

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

In this episode of the SALTovation podcast, we speak with Sandra Wiley, President of Boomer Consulting - an organization dedicated to guiding CPA firms towards success by leveraging leadership, talent, growth processes, and technology. Sandra shares her unique perspective and critical strategies that drive CPA firms. Building a connected community through meaningful relationships can enable firms to create a culture that fosters collaboration and allows individuals to thrive. Listen this week as we discuss the progressive edge of CPA firms today, focusing on community, leadership, and diversity.Topics discussed in this episode:CPA firm consultation: focusing on community, holistic leadership, and innovationCommunity building is crucial, particularly with remote work, fostering relationships and collaboration Holistic leadership: considering the whole person, integrating personal and professional lives for a balanced approach to management.How CPA firms are evolving in an increasingly competitive spaceProactive adaptation to automation and resource diversification is key to future-proofing CPA firms Quotables“When I think of holistic leadership today, it's looking at the whole person. When we look holistically at who people are, the human side of them, they are personal and professional. Diversity and inclusion and feeling like you belong somewhere, that is a part of well-being.” -Sandra Wiley [13:15]“Young people are coming into firms today with a long list of all the questions they have for ‘what are you going to do for me?' There are a lot of people who hate that, but that's what they're doing. They're going to come through the door and ask ‘What kind of training are you going to give me?', ‘What do I do if my kids are sick? Can I work from home three days a week? If we don't have good answers, they will walk down the street and find another company that will give them what they want.” -Sandra Wiley [25:00]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/

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

This episode originally aired on: https://www.boomer.com/post/e174-billing-time-vs-delivering-value-shifting-mindsets-in-the-cpa-industryOn this episode of the Boomer Briefing Podcast, Allen Gregory, Partner, Federal Tax at TaxOps, talks about billing time versus delivering value to clients. Allen and host Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting, dive into how removing hourly rates can add value to client relationships and improve an accounting firm's client retention.Allen shares how TaxOps has used value-based pricing since its inception. This experience has taught us how fixed-fee pricing creates collaborative client relationships and a culture of trust and accountability within the firm. Two key components, clear communication and experienced staff, are also key to ditching charge hours and making fixed-fee engagements work for clients, staff and partners.Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenhttps://linktr.ee/taxops Follow Us on Socials:https://www.linkedin.com/company/taxops-llchttps://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw Talk To A Tax Advocate Today:https://taxops.com/contact/

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

Bring together three of the top experts in the accounting technology space, and you're bound to learn something (often, many things) new. That's been the premise of the JofA Accounting Technology Roundtable since 2011. It held true again in 2024.  After discussing artificial intelligence and automation in Part 1 of the roundtable, published Wednesday, the three panelists — Automata Practice Development's Wesley Hartman, IntrapriseTechKnowlogies' Donny Shimamoto, CPA/CITP, CGMA, and Boomer Consulting's Amanda Wilkie — turned their attention to several other topics, including one that is new to the roundtable — people tech.  What is people tech and why does Shimamoto think it's going to be a big deal for accounting firms and finance departments this year and beyond? Find out in this episode. What you'll learn from this episode: ·         What "people tech" is and why "HR tech" is not an adequate description ·         Ways accounting firms and finance departments can use the technology “for good” ·         Why AI can't solve all problems, especially within people tech. ·         Why CPAs should be paying more attention to digital assets than blockchain. ·         The type of cybersecurity plan now required for many firms. ·         Where Web 3.0 stands and why it may be a little behind schedule. ·         A simple reminder about taking small steps when implementing technology.

ChatGPT generates most of the headlines, but it's only a small part of the big picture when it comes to artificial intelligence (AI) in the accounting profession. What is the wider view on AI for accounting firms and finance departments, and how does it all relate to automation making life better for CPAs? Find out from three of the top accounting technology experts in the latest episode of the JofA podcast. Gathered for the JofA's annual Accounting Technology Roundtable, the panelists — Automata Practice Development's Wesley Hartman; IntrapriseTechKnowlogies' Donny Shimamoto, CPA/CITP, CGMA; and Boomer Consulting's Amanda Wilkie — covered numerous tech topics in a wide-ranging discussion being presented in two parts.  Part 1 features the aforementioned AI and automation discussion. Part 2, scheduled to be published Thursday, delves into topics including “people tech,” blockchain and digital assets, cybersecurity, and more. What you'll learn from this episode: ·         How generative AI is like auto-complete. ·         What a recent announcement has in store for ChatGPT. ·         How AI has been around longer than you might think. ·         The importance of CPAs partnering with technologists to vet AI algorithms. ·         The different levels of automation and the best opportunities for CPAs.

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