Course Description

This course walks CPAs and EAs through the market forces behind the outsourcing boom, compares on-shore and off-shore models, and details a proven implementation framework anchored in quality control, data security, and client experience. Participants will learn how to redeploy freed capacity into advisory engagements that boost revenue, margin, and client loyalty, turning outsourcing from a stop-gap into a strategic growth engine through advisory services.

Learning Objectives

• Understand the strategic role of tax‐return outsourcing in addressing capacity constraints and enabling advisory growth within U.S. accounting firms.
• Identify how to develop a strategic roadmap for integrating tax-return outsourcing into the firm’s overall growth plan, aligning capacity relief with advisory expansion goals.
• Recognize how to formulate a firm-wide advisory growth strategy that integrates people, process, and technology while preserving quality, security, and regulatory compliance.
• Discover how to lead organizational change by securing stakeholder buy-in, redefining staff responsibilities, and fostering a culture that prioritizes higher-value advisory work.
• Identify how to evaluate overall firm performance post-implementation, using broad financial, operational, and client-satisfaction metrics to measure the impact of outsourcing and guide continuous improvement.

Prerequisites

• None

Who Should Attend

CPAs, accounting/finance professionals who work in tax or advisory services.