About
Boyer & Ritter LLC is a regional public accounting firm delivering tax, assurance, and advisory services across Pennsylvania.
As the firm deepened its Microsoft 365 investment, leadership identified AI as a strategic lever to improve practitioner efficiency, reduce low-value admin work, and support talent retention in a competitive market. Boyer & Ritter partnered with Netsurit to turn that opportunity into measurable, daily impact.
Challenge
- Email overload and response pressure pulled practitioners into a constant triage cycle, away from higher-value client work.
- Teams were repeating the same time-intensive steps - cleaning, drafting, and reporting - with no consistency.
- A lack of clear AI guidance left adoption uneven, with most staff unsure how to apply AI safely in real, billable work.
Solution
Netsurit designed the engagement around one consistent principle: AI adoption must map directly to role-specific workflows to drive real impact.
- Workflow-Centric Enablement Mapped high-frequency tasks across Tax, Assurance, and Operations directly to Copilot capabilities, making adoption practical and relevant from day one.
- Live Training with Sustained Reinforcement Structured sessions across Outlook, Teams, Word, and Excel using real firm-style scenarios, with CPE-enabled office hours and LMS learning paths.
- Training Champion Model Empowered internal "go-to" users to drive peer adoption, share wins, and maintain an ongoing feedback loop between staff, leadership, and Netsurit.
Results that Matter
- Reduced time spent on email triage, meeting summaries, and document drafting within weeks of rollout.
- Improved consistency and faster turnaround on client-facing outputs across engagements.
- Broader staff confidence in daily AI use, extending adoption well beyond early users.
- A scalable, CPE-aligned enablement model providing a foundation for firm-wide AI adoption.
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