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Inside the 2026 Process Circle Trends




Process leaders in accounting firms are being asked to solve increasingly complex challenges.


Not just workflow issues. Not just technology adoption.


They’re helping firms improve operational efficiency, lead change initiatives, evaluate emerging technologies, support strategic growth, and create scalable systems that help teams work more effectively.


Inside recent Boomer Process Circle meetings, process leaders, project managers, operations professionals, and change champions from firms across the country shared what they’re seeing, where priorities are shifting, and the challenges they're actively working through together.


A few themes stood out:

  • Firms are looking beyond individual process improvements and focusing on how process, technology, and change management work together to drive successful outcomes.

  • Technology evaluations are becoming more strategic as firms assess AI tools, application consolidation opportunities, and how new solutions fit within existing workflows.

  • Change fatigue continues to be a concern, prompting leaders to explore better ways to drive adoption, manage expectations, and sustain momentum during periods of transformation.

  • Operational leaders are taking on broader responsibilities, with many firms creating new roles and redefining ownership for process improvement, project management, and business operations.


The result is a clearer picture of where process leadership inside accounting firms is headed next.


The 2026 Inside the Process Circle Trends resource offers a behind-the-scenes look at the conversations, challenges, peer insights, and strategic questions shaping forward-thinking firms right now.


Download the Trends resource to explore what process leaders across the profession are paying attention to next.




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