Eight Steps to Success with Jon Hubbard

The Covid pandemic has prompted most businesses—but especially accounting firms—to take stock of their processes and practices to determine what they need to do to continue to be successful in a changed world. Randy talks with Jon Hubbard of Boomer Consulting, who specializes in helping firms identify branding opportunities, assess their strengths, and—using the eight step process known as the Firm Pipeline Builder—grow their business.

Important Links

Jon Hubbard on LinkedIn

Boomer Consulting – Jon Hubbard



About the Guest

Jon Hubbard, MBA, serves as a Director at Boomer Consulting, helping accounting firm leaders find success in the areas of leadership, talent and growth. In his role, he serves as a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle and Boomer Marketing & BD Circle. He also consults with firms on client service, marketing and business development.

Jon speaks at various industry conferences, user conferences, state societies, and associations. He’s a StoryBrand Certified Guide and Certified Kolbe Consultant.

Jon holds a bachelor’s degree in Marketing from Missouri State University in Springfield, Missouri and a Masters in Business Administration from Southeast Missouri State University in Cape Girardeau, Missouri.

Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.