The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms. We focus on the five areas critical to a CPA firm’s success: leadership, talent, technology, processes and growth. By providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future.
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 Jacqueline Lombardo share highlights from the latest CAAS Circle meetings, where leaders of client accounting and advisory services came together to discuss growth, pricing, technology, and talent.
From the rising urgency around AI adoption and upskilling to rethinking pricing strategies and packaging, this conversation explores how firms are modernizing their CAS practices. Jim and Jacqueline also unpack how future-ready firms are approaching recruiting, retention, and leadership development—and why creating clarity and urgency at every level is key to staying relevant in a rapidly changing market.
💡 Explore the Boomer CAAS Circle and our other Circle communities
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🔗 Follow the CAAS Circle facilitators for more updates and expertise:
Jim Boomer
- Twitter: @jimboomer
- LinkedIn: jimboomer
Jacqueline Lombardo
- Twitter: @Jacqueline_BCI
- LinkedIn: jacquelinelombardo
For more information about Boomer Consulting, visit boomer.com
The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms.
We focus on the five areas critical to a CPA firm’s success: leadership, talent, technology, processes and growth. By providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future.
