AI readiness isn’t a tool decision. It’s an infrastructure one.
In this Boomer Consulting-sponsored session, Firm360 Chief Growth Officer Emily Maxie and CRS CPAs Managing Partner and CEO Fancher Sargent pull back the curtain on what AI readiness actually looks like at a real firm. They unpack new Firm Health and AI Readiness research, then walk through the agents Fancher runs today at his 50-person, five-office firm. That includes a monthly financials packet that now takes 30 minutes instead of a day and a half, and an AI “challenger” that pressure-tests his thinking before it reaches his partner group.
Key Takeaways:
- Why integration, not tool selection, is the strongest predictor of AI readiness, backed by data from 209 firm leaders surveyed for Firm360’s 2026 Firm Health and AI Readiness Report
- The difference between embedded AI (bound to a single tool) and cohesive AI (able to see data across your whole firm), and where each one fits in your tech stack
- A real look at the agents CRS CPAs uses today, including a weekly AR and WIP tracker that emails partners directly and a “challenger” agent built to find blind spots instead of flattering answers
- How CRS consolidated five disconnected systems into one platform and returned roughly 200 hours firm-wide, cutting average tax season hours from 55 to 45
- Practical guardrails for AI adoption, including how CRS separates tools approved for client PII from those that aren’t, and why leadership has to drive adoption instead of handing it to IT