Beyond the Hype: Practical AI and Automation for Modern Accounting Firms
Most accounting firms know AI matters. The problem is knowing where to start. The noise is relentless, and for most small practices, the gap between the headlines and the reality of running a firm feels impossibly wide.
In this session, Andrew Baird (Head of Engineering, BOMA) and Marvin Galang (COO, The Back Room) cut through the hype and focus on what actually works: practical AI and automation use cases for accounting firms, from marketing execution to operational efficiency.
You’ll learn:
- Why most firms stall on AI, and how to move past it
- Practical AI use cases for marketing: content drafting, follow-ups, campaign planning
- Where operational time is really lost, and the small automations that recover it
- What an AI-enabled accounting firm actually looks like in practice
Whether you’ve been experimenting with AI tools without a clear system, or you haven’t started yet, this session gives you a practical framework to move forward.
Part of the Future Ready Accounting Firm webinar series, presented by BOMA and The Back Room.
