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Bringing New AI tools Into Your Firm with Ross Buehler Falk & Company’s Jeff Bleacher

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Manage episode 333472423 series 3330632
Content provided by Sean Boyce. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Boyce or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Jeff Bleacher has worked in accounting for almost 40 years and is the managing partner of Ross Buehler Falk & Company. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

  • How Jeff became the managing partner at Ross Buehler Falk & Company.
  • The benefits of having a proactive advisory relationship with your clients.
  • Building dashboards around your client base.
  • Improvements that can be made to a Tech Stack.
  • How much time can be saved using AI tools.
  • How to overcome scepticism around using new tools.

Resources:

Connecting with Jeff Bleacher:

Connecting with the host:


To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

  continue reading

140 episoade

Artwork
iconDistribuie
 
Manage episode 333472423 series 3330632
Content provided by Sean Boyce. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Boyce or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Jeff Bleacher has worked in accounting for almost 40 years and is the managing partner of Ross Buehler Falk & Company. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

  • How Jeff became the managing partner at Ross Buehler Falk & Company.
  • The benefits of having a proactive advisory relationship with your clients.
  • Building dashboards around your client base.
  • Improvements that can be made to a Tech Stack.
  • How much time can be saved using AI tools.
  • How to overcome scepticism around using new tools.

Resources:

Connecting with Jeff Bleacher:

Connecting with the host:


To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

  continue reading

140 episoade

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