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.
SHOW NOTES:
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 growth strategies and cross-selling opportunities, this episode uncovers the mindset shifts and strategic actions leaders are taking to scale their practices—and deliver deeper value to clients.
💡 Explore the Boomer CAAS Circle and our other Circle communities
📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership
🔗 Follow the CAAS Circle facilitators for more updates and expertise:
Jon Hubbard
- Twitter: @jonhubbard_BCI
- LinkedIn: jonhubbard
Jim Boomer
- Twitter: @jim_boomer
- LinkedIn: jimboomer
For more information about Boomer Consulting, visit boomer.com
#CAASCircle #BoomerCircle #ClientAdvisory #AccountingLeadership #AIinAccounting #FirmGrowth #CASCareers #OrganicGrowth #CrossSelling #TechStrategy #CASPracticeManagement
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.
