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Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer share highlights from the latest Talent Circle meeting, where HR and talent leaders came together to tackle the challenges and opportunities shaping their firms. From the strategic role of HR in firmwide planning to building a culture of clarity and accountability in feedback, this convers

Boomer Consulting and Miles Masterclass have partnered to help firms build AI-ready accountants through modern, high-engagement CPE. With preferred pricing for BCI-affiliated firms, the platform delivers cinematic masterclasses, real-world AI tool demos, and mobile-friendly micro-lessons designed to upskill teams for an AI-driven profession.

Renaming your firm is more than updating a logo—it’s a strategic shift that affects clients, team members, and every brand touchpoint. This article walks firm leaders through researching a new name, planning the rollout, communicating the change, and executing a smooth, confident transition.

Accounting firm leaders are trading scattered tech stacks for centralized practice management platforms. Drawing on real firm examples, consolidating workflows, documents, time/AR and client communications into one hub increases visibility, speeds response times, boosts portal adoption, reduces costs, and frees 2–4 hours per person each week to focus on higher-value work.

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer go behind the scenes of the latest CAAS Circle meeting, where client accounting and advisory leaders gathered to share what’s working, where they’re evolving, and how they’re preparing their firms for the future. From conversations around AI readiness and evolving career paths to proactive

Technology, regulations and client expectations are shifting fast. This piece shows firm leaders how to lead with a future focus—using curiosity, vision and strategic planning to build agility across teams, align decisions with strategy, and create a culture of continuous learning that keeps the firm competitive.

Future leaders are already in your firm—but they need structured, scalable development to step up. This article shows why leadership can’t wait for a title change, how clear growth paths reduce turnover, and how on-demand learning (like BKN) builds consistent leadership skills across teams so your pipeline stays strong.

Traditional firm ladders don’t fit modern client accounting and advisory services. This article shows how firms are redefining CAAS career paths—adding advisory-centric roles, tech-forward titles, and flexible advancement—to improve engagement, retention, and client impact. Learn what skills to prioritize and how clearer paths fuel a thriving CAAS team.

Intentional, well-structured meetings build trust and momentum with clients. Learn five practical ways to improve outcomes—clarify roles, set an up-front contract and agenda, manage time and flow, and finish with clear action items—so your firm runs productive, professional conversations that move work forward.

Incremental change won’t sustain relevance. This article makes the case for true transformation in accounting firms—shifting from compliance to confidence, aligning technology with strategy, and adopting eight mindsets (from adaptive thinking to digital trust) that equip teams to deliver higher-value advisory and drive growth now and in the future.

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Arianna Campbell and Amanda Wilke break down the key takeaways from the latest Process Circle meeting, where operations, innovation, IT, and project management leaders came together to discuss firmwide process improvement. From practical applications of AI—like Microsoft’s CoPilot “purple button”—to the “aha” moment

Firm leaders want proof that digital transformation will pay off. This briefing equips CIOs to answer the top five C-suite questions—from ROI and compliance to user adoption, integrations, and future-proofing. See how a Microsoft 365-based DMS (enhanced with Intapp) centralizes content, automates governance, and drives secure, efficient collaboration across the firm.

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Marc Stout unpack the highlights from the latest Managing Partner Circle meeting, where firm leaders gathered to explore what’s working - and what’s next. From revisiting compensation models to better align with firm vision, to the growing importance of project management and leadership pipelines, this conversa

Change in the accounting profession isn’t slowing down—it’s accelerating. Learn how to spot early signals, audit your habits, and build adaptability so you can stay future-ready. This article from Arianna Campbell shares practical ways to strengthen your change readiness and help your firm thrive through ongoing transformation.

Today’s firms can’t rely on a one-size-fits-all “partner track.” Building scalable, modern career pathways helps firms retain top talent, strengthen succession, and align people with strategy. Learn how CHROs can design frameworks that blend mentorship, sponsorship, and development to create upward mobility and long-term growth.

Most firm “touchpoints” are transactional. This article shows how to turn routine check-ins into consultative conversations—using curiosity, simple questions, and CRM-driven follow-ups—to uncover client pain points, expand value beyond compliance, and open the door to advisory and CAAS opportunities. Build a culture of curiosity to boost retention, satisfaction, and long-term growth.

Every client interaction is a marketing moment. This article shows how trust-based marketing—reliability, proactive guidance, and follow-through—turns daily touchpoints into differentiation and growth. Drawing on the Waffle House Index and firms’ pandemic-era responsiveness, it offers practical ways to build credibility, strengthen culture, and earn referrals through consistent service.

Remote work isn’t going away—it’s shaping the future of accounting firms. With talent retention a top priority, flexible work arrangements help firms expand their talent pool, boost productivity, and enhance client service. Success requires clear management, intentional communication, structured policies, and a culture of feedback. Learn why embracing remote work is still a smart business strategy for firms today.

CPA firms are under pressure to do more with fewer people while keeping teams engaged and productive. Leadership Analytics™ offers data-driven insights to align hiring, team-building, and leadership development with the natural strengths of your people. Learn how firms are using these tools to reduce stress, improve collaboration, and gain a competitive edge.

At the 2025 Boomer Circle Summit, leaders explored how firms can strengthen talent strategies in times of change. Key takeaways included embracing neurodiversity as a competitive advantage, using predictive analytics to address staffing and burnout, and equipping new managers with people-first leadership skills. These insights can help your firm create a thriving, future-ready workplace.

At the Boomer Circle Summit, firm leaders explored strategies for driving sustainable growth without sacrificing culture or values. Key takeaways included building a firmwide growth mindset, measuring the right behaviors, leveraging data-driven marketing, and aligning strategies with organizational values. Learn how to create growth that lasts and strengthens client relationships.

At the 2025 Boomer Circle Summit, firm leaders explored how strong processes fuel growth, efficiency, and resilience. Sessions highlighted frameworks for managing change, leveraging data for better decision-making, and building client buy-in. Learn how structured processes help your people, technology, and clients move in the same direction to create lasting impact.

At the Boomer Circle Summit, leadership stood out as a driving force for CPA firms’ future success. Sessions explored succession planning, manager development, and balancing growth with firm values. The takeaway: strong leadership isn’t limited to the C-suite—it’s cultivated at every level to drive stability, innovation, and sustainable growth.

At the 2025 Boomer Circle Summit, firm leaders explored how technology can drive efficiency and innovation. Sessions highlighted predictive analytics for HR and operations, building digital fluency across teams, and real-world automation use cases. Learn how aligning technology with firm strategy empowers accounting firms to become more agile, insightful, and future-ready.