SHOW NOTES:

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

On this episode, Jon Hubbard and Jim Boomer go behind the scenes of the latest CAAS Circle meeting, where client accounting and advisory leaders gathered to share what's working, where they're evolving, and how they're preparing their firms for the future.

From conversations around AI readiness and evolving career paths to proactive growth strategies and cross-selling opportunities, this episode uncovers the mindset shifts and strategic actions leaders are taking to scale their practices—and deliver deeper value to clients.

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🔗 Follow the CAAS Circle facilitators for more updates and expertise:

Jon Hubbard

• Twitter: @jonhubbard_BCI
• LinkedIn: jonhubbard

Jim Boomer

• Twitter: @jim_boomer
• LinkedIn: jimboomer

For more information about Boomer Consulting, visit boomer.com

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