In this episode of the SALTovation podcast, we speak with Sandra Wiley, President of Boomer Consulting - an organization dedicated to guiding CPA firms towards success by leveraging leadership, talent, growth processes, and technology. Sandra shares her unique perspective and critical strategies that drive CPA firms. Building a connected community through meaningful relationships can enable firms to create a culture that fosters collaboration and allows individuals to thrive. Listen this week as we discuss the progressive edge of CPA firms today, focusing on community, leadership, and diversity.

Topics discussed in this episode:

• CPA firm consultation: focusing on community, holistic leadership, and innovation
• Community building is crucial, particularly with remote work, fostering relationships and collaboration 
• Holistic leadership: considering the whole person, integrating personal and professional lives for a balanced approach to management.
• How CPA firms are evolving in an increasingly competitive space
• Proactive adaptation to automation and resource diversification is key to future-proofing CPA firms 

Quotables

• “When I think of holistic leadership today, it's looking at the whole person. When we look holistically at who people are, the human side of them, they are personal and professional. Diversity and inclusion and feeling like you belong somewhere, that is a part of well-being.” -Sandra Wiley [13:15]

• “Young people are coming into firms today with a long list of all the questions they have for ‘what are you going to do for me?’ There are a lot of people who hate that, but that's what they're doing. They're going to come through the door and ask ‘What kind of training are you going to give me?’, ‘What do I do if my kids are sick? Can I work from home three days a week? If we don't have good answers, they will walk down the street and find another company that will give them what they want.” -Sandra Wiley [25:00]

Connect

Subscribe on your favorite podcast app here.

Follow us on LinkedIn and YouTube.

Talk to a Tax Advocate Today!

Talk To A Tax Advocate Today:

https://taxops.com/contact/

Mentioned in this episode:

SALT Contact

SALT Contact