Accounting Automation

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


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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:

  • Ross Buehler Falk & Company
  • DocuSign
  • SentientSystem
  • NxtStep


Connecting with Jeff Bleacher:

  • LinkedIn
  • Email


Connecting with the host:

  • Sean Boyce on LinkedIn

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

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Accounting AutomationBy NxtStep