This webinar delves into the evolving landscape of public accounting. Attendees will explore the critical challenges and opportunities within automation, HR management, and advisory services, and gain fresh perspectives and innovative solutions. The discussion aims to enact meaningful change within the accounting industry, focusing on the strategic use of technology and outsourcing to enhance efficiency, protect client data, and expand service offerings. Highlighting SAM Technology as a transformative tool, this session promises to equip CPA firms with the knowledge and resources to thrive in a rapidly changing professional environment, ensuring sustainability and growth without compromising revenue. 

Learning Objectives: 

• Describe the evolving role of automation in CPA firms and how it can streamline operations, enhance efficiency, and improve accuracy in tax preparation and other repetitive tasks 


• List the benefits and challenges of outsourcing—particularly focusing on U.S.-based outsourcing solutions—to maintain client data privacy, compliance, and quality of work, while managing costs effectively


• Identify the potential of advisory services as a means to diversify revenue, enhance client relationships, and secure a competitive advantage in the marketplace without disrupting core tax preparation workflows


• Evaluate the strategic application of technology, specifically SAM Technology, to consolidate firm operations, mitigate common HR challenges, and transform the traditional CPA firm model for future readiness and growth