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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 Marc Staut recap the latest Managing Partner Circle meeting, where firm leaders came together to discuss the evolving realities of leadership, growth, client experience, and AI in today’s profession. They explore how firms are rethinking traditional success metrics, why AI is becoming a leadership imperative—not

Technology and metrics have become integral tools for accounting firms striving to stay competitive and profitable. In my work with many of the country’s top firms, I’ve witnessed firsthand the transformative power of measuring what matters. One question we often get is, “Which metrics should we track?” Unfortunately, there’s no one-size-fits-all formula for selecting the right metrics for your firm. Finding balance in the numbers There are a variety of metrics you can use t