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Insights and Epiphanies from the 1st Annual Boomer Circle Summit
Our Boomer Circle members have returned to their firms after our first annual Boomer Circle Summit, which brought together members from...
Sep 3, 20243 min read
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E193 - Navigating the Struggles between Outsourcing Strategy
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...
Aug 27, 20241 min read
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Ten Honored as Visionaries at Boomer Circle™ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circles™
Aug 19, 20244 min read
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E192 - The Evolution of HR Roles in M&A for Organizational Growth
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...
Aug 13, 20241 min read
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E191 - The Process of Developing a CAAS Group
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...
Aug 6, 20241 min read
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E189 - A CIO's Perspective on Building Buy-In
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...
Jul 23, 20241 min read
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E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
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...
Jul 16, 20241 min read
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E176 - Leading Like a Coach: Building Teams for Success
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...
Apr 16, 20241 min read
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E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
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...
Apr 2, 20241 min read
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E162 - Transitioning Into the Role of CIO
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...
Jan 2, 20241 min read
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Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...
Dec 7, 20235 min read
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Blending accounting and technology: The journey to CIO
Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
Nov 6, 20233 min read
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E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
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...
Oct 31, 20231 min read
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E153 - Improving your Staff and Client Experience through Technology
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Oct 24, 20231 min read
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Learning from other operations professionals to support firm growth and accelerate success
Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...
Oct 11, 20233 min read
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E151 - Measuring Success: Analyzing the Impact of Data Governance
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...
Oct 10, 20231 min read
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E150 - Growing your Firm’s Advisory Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Oct 3, 20231 min read
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The transformative power of community and collaboration
Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
Sep 21, 20233 min read
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Personal growth and firmwide gains stem from building peer relationships
Michelle Crow, CEO and Owner of Varney & Associates, may have been destined for a career in accounting. When touring colleges and trying...
Aug 23, 20233 min read
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E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 22, 20231 min read
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