Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession.

On this episode, Jon Hubbard and Jim Boomer share highlights from the latest Operations Circle meeting, where operations leaders discussed the challenges and opportunities shaping firm operations today.

The conversation covers the growing role of AI in firms, along with how operations leaders are rethinking resource management as a strategic, data-driven function. Members also discussed operational benchmarks, staffing ratios, and building stronger dashboards and KPIs as firms begin moving beyond the traditional billable hour model. The episode also highlights how firms are structuring for future growth, including pod-based team models organized around client types, and explores how leaders are managing change fatigue while keeping teams engaged and involved in the change process.

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Jon Hubbard

• Twitter: @Jon_Hubbard
• LinkedIn: jonhubbard

Jim Boomer

• Twitter: @jim_boomer
• LinkedIn: jimboomer

For more information about Boomer Consulting, visit boomer.com