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E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting

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...

Dec 17, 20241 min read

E196 - Patching the Gaps: Strengthening Security in the Accounting Profession

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...

Sep 17, 20241 min read

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

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

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

E182 - How Technology Will Help Beat Burnout

On this episode of the Boomer Briefing Podcast, Sandra Wiley has a quick discussion on Technology and Burnout.

May 28, 20241 min read

E181 - Charting the Course: Crafting Your Future with Boomer Knowledge Network

On this episode of the Boomer Briefing Podcast, Jim Boomer talks to Jacqueline Lombardo about the Boomer Knowledge Network

May 21, 20241 min read

E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next

On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jess Camp bout transitioning from one Managing Partner to the next.

May 14, 20241 min read

E179 - What is the Boomer CAAS Circle?

On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jim Boomer about the Boomer CAAS Circle.

May 7, 20241 min read

E178 - Retention Challenges Within the Accounting Profession

On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer talks to Geoffrey Brown.

Apr 30, 20241 min read

E177 - Eagle U: Transforming High School and College Paths

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

Apr 23, 20241 min read

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

E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI

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...

Mar 26, 20241 min read

Part 2: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future

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...

Mar 19, 20241 min read

Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future

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...

Mar 12, 20241 min read

E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training

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...

Mar 5, 20241 min read

E170 - Business Development The Coordination of Your Marketing and Sales Strategies

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...

Feb 27, 20241 min read

E167 - How to Effectively Communicate Internal Change

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...

Feb 6, 20241 min read

E166 - Automated Reporting Using PowerBI

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 30, 20241 min read

E165 - The Impact of Marketing in 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...

Jan 23, 20241 min read

Articles, Blogs and More...

Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting

E196 - Patching the Gaps: Strengthening Security in the Accounting Profession

Insights and Epiphanies from the 1st Annual Boomer Circle Summit

E191 - The Process of Developing a CAAS Group

E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World

E182 - How Technology Will Help Beat Burnout

E181 - Charting the Course: Crafting Your Future with Boomer Knowledge Network

E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next

E179 - What is the Boomer CAAS Circle?

E178 - Retention Challenges Within the Accounting Profession

E177 - Eagle U: Transforming High School and College Paths

E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry

E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI

Part 2: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future

Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future

E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training

E170 - Business Development The Coordination of Your Marketing and Sales Strategies

E167 - How to Effectively Communicate Internal Change

E166 - Automated Reporting Using PowerBI

E165 - The Impact of Marketing in Your Firm

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