Webinar

How Firms Are Driving Success with AI: A Boomer and Rightworks AI Discussion

See how firms are using AI to eliminate repetitive tasks, enhance client accounting services, and create more capacity for strategic work.

How Firms Are Driving Success with AI: A Boomer and Rightworks AI Discussion

Duration 58:59

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Presenter headshots of Matthew Bitz, Rightworks, and Jim Boomer, Boomer Consulting 58:59

AI adoption is accelerating across the accounting profession, but not every firm is seeing the same payoff. What separates the firms making real progress from those still searching for it? Watch this session to find out. We’ll share where firm leaders are seeing the greatest impact, so you can identify the AI investments that are worth your time.

This session will show you:

  • What “good” AI adoption looks like, and why industry success rates are still so low
  • How trailblazer firms use AI for repetitive problems, like cleaning up CAS books
  • A practical way to evaluate AI tools against your existing tech stack
  • Who should champion AI at your firm, and how to bring your team on board
  • The security and privacy questions to ask before client data touches an AI tool

Presented by: Matthew Bitz, Manager, Sales Engineering, Rightworks, Jim Boomer, CEO, Boomer Consulting