San Francisco, California
BPM LLP, a nationally recognized accounting and advisory firm, has long prioritized innovation as a driver of client value and operational excellence.
With the rollout of Microsoft Copilot, BPM saw an opportunity to embed AI more deeply into how work gets done across the firm. Early adoption was strong, with teams actively using Copilot for meeting notes, email drafting, and everyday productivity. The next step was to take that momentum deeper — embedding AI into the core audit, tax, and client accounting workflows where the biggest efficiency gains lived.
To build on that foundation, BPM was looking for a partner to help:
The goal was to turn Copilot into a core driver of efficiency, quality, and innovation across the firm.
BPM partnered with Edgefield Group in 2025 to design and roll out a structured Copilot training program across the firm. Edgefield delivered service line-specific cohort-based programs grounded in BPM's own workpapers, deliverables, and workflows, ensuring the initiative was not just a training program but a strategic, phased AI adoption effort aligned to BPM's business priorities.
The engagement included:
Training was aligned to the full audit lifecycle, allowing teams to apply Copilot directly within live engagements.
Based on participant survey responses, the training drove early adoption and self-reported time savings:
The engagement changed how teams approached their work. By grounding training in real BPM workflows, Copilot became embedded in how audit teams draft, structure, and review their work—not just a separate tool used occasionally.
Scaling Across the Firm
Beyond Audit & Assurance, the program scaled across Tax, Client Accounting Services, and internal operations — applying the same workflow-grounded model to each group's specific needs.
Starting with Corporate Tax and expanding into Specialty Tax, teams applied Copilot to research, technical interpretation, and client communication — with continued evaluation of additional groups for future rollout.
After seeing early value from the initial rollout, CAS expanded the program to four cohorts — one of the broadest commitments in the firm. Teams are applying Copilot across client accounting workflows including financial reporting, reconciliations, and client communications, with a focus on how AI can deepen the value delivered to clients, not just speed up the work behind it.
Edgefield extended the model into BPM's Billing team through a dedicated cohort, proving that workflow-embedded Copilot training works as well in operations as it does in client-facing service lines. The team is applying AI to email drafting, reporting, invoice coordination, and the kind of repetitive day-to-day work where incremental efficiency adds up quickly.
"Edgefield built something repeatable for us. Every cohort comes out of the training using Copilot with confidence on real audit work, and that consistency is what makes this scalable across Assurance.”
— Melodie Olson, Managing Director of Assurance Operations
"What Edgefield Group delivered was practical from day one. Tax work is inherently complex, but our teams can now get to a structured first draft much faster — whether it's research, client communication, or summarizing technical guidance."
— Carolyn (Cotter) Gersovitz, CPA, Managing Director of Tax Operations
"Edgefield's training met our team where the actual work happens. Instead of generic AI use cases, we got hands-on examples grounded in the kind of tax work we do every day."
— Jill Matusiak, Tax AI Manager
“Edgefield's training made Copilot part of how we work, not something we have to think about separately. For tasks we're doing constantly — emails, reporting, coordination — even small efficiency gains add up to real impact."
— Myla Duggans, Director of Revenue Optimization
