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Member Stories
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...
Heather Robinson
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...
Boomer Consulting, Inc.
Aug 27, 20241 min read
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Ten Honored as Visionaries at Boomer Circleâ„¢ Summit
Ten companies took home Boomer Visionary Awards after being honored on August 19 by Boomer Consulting, Inc., during the 2024 Boomer Circlesâ„¢
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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:...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
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...
Boomer Consulting, Inc.
Aug 22, 20231 min read
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E142 - How Becoming a Thought Leader Can Benefit Your Firm
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 Consulting, Inc.
Aug 8, 20231 min read
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Collaborate to create innovative solutions, foster creativity and develop strong relationships
Sean Smith, Chief Marketing Officer at Schneider Downs, is used to being a right-brained person in a left-brained company. He joined the...
Boomer Consulting, Inc.
Jul 27, 20233 min read
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E138 - The Crucial Role of Succession Planning in Every Firm
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 Consulting, Inc.
Jul 11, 20231 min read
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E137 - The Importance of People-Inspired Resource Management
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 Consulting, Inc.
Jul 4, 20231 min read
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E135 - Visioning and Strategic Planning with Bill Dunton
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
Boomer Consulting, Inc.
Jun 20, 20231 min read
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E133 - Creating a Future-Focused Approach to Resource Allocation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
Boomer Consulting, Inc.
Jun 6, 20231 min read
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E132 - The Importance of a Vision & Strategic Plan
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
Boomer Consulting, Inc.
May 30, 20231 min read
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E131 - 3 Ways to Develop, Upskill and Educate in the Year Ahead
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
Boomer Consulting, Inc.
May 23, 20231 min read
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PART 2: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
Boomer Consulting, Inc.
May 9, 20231 min read
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PART 1: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
Boomer Consulting, Inc.
May 2, 20231 min read
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E126 - The Importance of Learning and Development in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
Boomer Consulting, Inc.
Apr 11, 20231 min read
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E122 - The Evolving Role of the CMO in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Boomer Consulting, Inc.
Mar 14, 20231 min read
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Learning Leadership, Life Skills & Confidence with Eagle U!
Every parent wants to equip their children with the life skills and academic qualifications to become confident, responsible and...
Heather Robinson
Feb 8, 20224 min read
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Chris Barnes of Howard LLP Featured in Toggle
We love it when our clients get some well-deserved attention for the amazing things they’re doing in the profession. One such example is Chr
Heather Robinson
Sep 22, 20201 min read
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Leadership, talent, growth, technology and process lead to award-winning results!
How do the firm’s leaders and people stand out from the crowd and routinely deliver excellence? After working with the Abacus team for years
Heather Robinson
Sep 3, 20205 min read
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Gaining the confidence to push the firm forward.
Investing in tomorrow’s leaders is absolutely critical for accounting firms. True leaders continually grow, learn, and encourage others to d
Heather Robinson
Apr 7, 20203 min read
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