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Free cpe webinars
How To Slow Down Your Firm, But Not Your Revenue


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

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Alex Meschi

Director, Operations
(855) 726-1065


Alex Meschi is a seasoned professional with a diverse background that spans across multiple industries, including automotive, mental health, consumer packaged goods, and luxury lifestyle sectors. His journey began at BMW Group, where he worked with prestigious brands like Rolls-Royce, BMW, and Mini, spearheading initiatives to integrate new technologies and improve operational efficiencies from manufacturing to logistics. After a decade of impactful contributions, Alex shifted his focus to consulting, more specifically, leveraging his experience to drive strategic improvements in various industries.

Despite veering away from a career as a CPA early on due to perceptions of the industry's stagnation, Alex's experiences and insights have positioned him in a unique way to reimagine the future of accounting practices. His commitment to transforming the CPA profession reflects not just in his advocacy for change but also in his hands-on approach to addressing the industry's challenges head-on.

About Our Presenter

In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.