Edgefield
Group
Services
AI Ops Team
Extend your team with AI expertise.
AI Learning Hub
Develop AI capabilities that stick.
AI Training
Turn AI knowledge into action.
Speaking & Moderation
Engage audiences with AI insights.
AI Ready Tech
Implement AI-ready solutions.
AI Governance
Manage AI with confidence.
Results
Insights
Insights
Articles
Accounting Today & Industry press
Blog
Updates & program news
Careers
About Us
Get in Touch
Get in Touch
Case Studies
Results from Firms Like Yours
Accountants building AI capabilities with Edgefield.
Schedule a Discovery Call
Top 50 Accounting & Advisory Firm
BPM partnered with Edgefield to accelerate Copilot adoption through workflow-embedded, role-specific training. The partnership accelerated adoption, improved efficiency, and established a scalable foundation for firm-wide AI enablement.
Edgefield grounded their training cohorts in real engagements and real deliverables and because of that, we’ve seen sustained adoption across service lines, not one‑off experimentation or usage spikes.
Moe Asgharnia
Chief Information Officer
Top 500 Full-Service CPA Firm
F&W lacked a firmwide AI policy, had uneven readiness across five service lines. Edgefield helped to create the AI policy, ran AI Foundations training, and an AI-Ready Audit tech assessment with an 18-month roadmap.
The AI-Ready Audit was valuable in cutting through the noise of all the accounting tech vendors out there and resulting in a clear, streamlined strategy we can actually act on.
Alex Tucker
Partner
Top 30 Accounting & Advisory Firm
Weaver wanted to align 200+ partners on firmwide AI past early experimentation. Edgefield delivered advisory, AI Foundations training, and a Partner Retreat keynote that mobilized the partnership for momentum into AI adoption.
Edgefield helped us move faster without adding noise, accelerating AI adoption while staying grounded in our operational realities, risk posture, and governance standards.
David Rook
COO
Top 75 Accounting & Advisory Firm
Brown Edwards had individual AI experimentation but no firmwide policy or rollout plan. Edgefield assisted with the governance framework and ran an AI Committee Copilot pilot cohort, giving the firm the confidence to quickly scale.
One person drafted a client letter in minutes that would have taken an hour. Another analyzed an 876,000-row audit file and surfaced insights we would have missed. Those are the moments where you realize this is real.
Norman Yoder
Managing Partner
PE-Backed, High Growth Accounting & Advisory Firm
Sorren, a fast-growing PE-backed firm, had fragmented AI experimentation and was creating a board-ready AIstrategy. Edgefield assisted with governance, training, and executive alignment sessions on AI strategy.
Ellen and the Edgefield team elevated the conversation around AI at Sorren. They brought an invaluable perspective from their work with firms across the profession, helping separate what's real from what's hype.
Michael O'Donnell
Executive Chairman
High-Growth CPA firm
G+J wanted AI productivity gains without trial-and-error or client disruption. A month into Edgefield's AI Foundations program, the firm reported a 15% lift in AI literacy and 15-minute emails dropping to 15 seconds.
Edgefield Group helped drive much-needed innovation in our firm, allowing us to leverage technology so our people level up faster and deliver big-firm capabilities within a small-firm experience.
Darrell
Managing Partner
.png)
