Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

Artificial intelligence is no longer a future trend—it’s reshaping accounting today. From meeting notes to tax prep, firms are finding practical ways to save time and add value. This article explores how leaders can adopt an augmentation mindset, evaluate tools with a simple ROI framework, and guide their firms through the “wild west” of AI adoption.

AI transcription tools are transforming how firms capture and share meeting notes. But adoption requires more than just flipping a switch. From gaining informed consent to safeguarding sensitive data and positioning transcription as a client value-add, firms must weigh the benefits and risks carefully. This article outlines best practices to ensure AI enhances trust and client experience.

AI is transforming how CPA firms work, but success depends on more than just adopting new tools. Without proper training, firms risk low adoption and misuse. This article explores how role-based AI training helps staff at every level—from tax and audit to administration and leadership—use AI effectively, boost ROI, and embrace continuous learning in a rapidly evolving tech landscape.

Automation can transform efficiency in CPA firms—but success starts with evaluating your existing resources. From identifying shadow IT and prioritizing repetitive tasks to leveraging underused software and creating a clear request process, this article outlines practical steps to build meaningful automations that scale across your firm.