Automating Your Accountancy Practice

Automation is more than just a buzzword in 2024; it’s a necessity for accountancy firms striving to excel in today’s competitive landscape and future-proof their operations. But where do you begin?

Join us as our seasoned experts Pramith Naidu – VP of New Business and Client Relations, and Niraj Mehta – SVP of Business Innovation and Transformation, team up with Shane Lukas – Managing Director of AVN Network, to unravel the scope, challenges, and solutions of accounting automation. Plus, unlock a customised, user-friendly automation solution tailored specifically for your accountancy firm.

In this webinar, you’ll learn:

  • The expansive scope of automation in accounting
  • Strategies for overcoming automation challenges
  • Selecting the perfect automation solution for your needs
  • QX PracticePro: a bespoke automation tool for accountancy firms

Accounting Automation in 2024 & Beyond: Challenges & Solutions

Have you been on the fence about automation? Are you curious to explore the potential of automation and accountech, but don’t know where to start? We’ve got you covered!

Join us to demystify the A to Z of accounting automation, from its raging potential to its challenges and solutions. Our experts, Sagar Ahuja – CEO, QX Accounting Services, Phil Hobden – Head of Strategy and Growth, Know-it, Sheetal Shah – Partner, DSK LLP, and Pramith Naidu – VP – New Business and Client Relations, share their insights on getting started with automation and finding the right solution.

In this webinar, you’ll learn:

  • How to scale your firm using easy automation
  • Tackling the myths and challenges of automation
  • Choosing the right automation partner
  • QX PracticePro: your bespoke automation solution

Mexico – The Emerging Nearshoring Hub

Mexico – The Emerging Nearshoring Hub: A Game-Changer for CPAs and Accounting Firms

Step into the evolving world of nearshoring with our in-depth webinar. Tailored specifically for CPAs and accounting firms, this session offers essential insights into Mexico’s rising prominence as a nearshoring destination. Learn how embracing nearshoring in Mexico can transform your firm, equipping you to meet the challenges and opportunities in the current accounting landscape with confidence and insight.

Who Will Benefit from This Webinar?

  • CPAs Exploring Global Opportunities: Understand how nearshoring in Mexico can redefine your business model and client offerings.
  • Accounting Firms Seeking Strategic Growth: Discover how Mexico’s nearshoring capabilities can drive innovation and efficiency in your services.
  • Decision-Makers in Accounting: Gain actionable strategies to integrate nearshoring into your business, enhancing your competitive edge in the market.

This Webinar Covers:

  • In-Depth Analysis: Expert insights into Mexico’s emergence as a nearshoring hub and its implications for the accounting sector.
  • Strategic Approaches: Learn how to effectively integrate nearshoring into your business model, overcoming common challenges and leveraging unique opportunities.
  • Flexible Learning: Engage with the content at your convenience. Pause, revisit, and absorb critical strategies to ensure seamless adoption in your practice.

This webinar is a must-have resource for CPAs and accounting firms in the USA aiming to stay ahead of their competitors amid the ongoing talent shortage. It offers a comprehensive exploration of transitioning from traditional models to embracing nearshoring in Mexico. This approach promises to enhance efficiency, reduce costs, and open new avenues for business growth and client satisfaction in the accounting sector.

How are new age solutions reshaping outsourcing?

Mastering Modern Outsourcing: Essential Strategies for CPAs and Accounting Firms

Step into the future of outsourcing with our expert driven webinar. Designed for CPAs and accounting firms, this session offers vital insights into the latest trends and practices in outsourcing, helping you navigate this evolving sector with confidence and clarity.

Who Will Benefit from This Webinar?

  • CPAs facing challenges in adapting to new outsourcing methods.
  • Accounting firms looking to update their strategies with innovative outsourcing solutions.
  • Decisionmakers seeking clear, actionable advice on optimizing their outsourcing approach.

This Webinar Covers:

  • Valuable insights from industry experts on the evolution of staff augmentation, process automation, and bespoke models for CPA firms.
  • Practical strategies to sidestep common issues in modern outsourcing, ensuring a smooth integration of these novel solutions into your practice.
  • Engage with the content at your pace and watch at your convenience, with the ability to pause and revisit critical advice.

This webinar is an essential tool for those aiming to enhance their outsourcing strategy, focusing on boosting efficiency and effectiveness within their firms. Download now for a thorough exploration of the shift from traditional practices to innovative managed services and hybrid staffing models, equipping you to address upcoming challenges and embrace the opportunities in today’s accounting sector.

Outsourcing: Tried, Failed, or Just Confused? Let’s Set the Record Straight!

The right approach to outsourcing can transform your firm, but the path isn’t always clear. Our panelists have paved the way for you.

Unpack the ins and outs of effective outsourcing with our on-demand webinar, featuring industry leaders. If the maze of outsourcing has left you with more questions than solutions, it’s time to navigate through the fog. Our detailed webinar demystifies the path to a successful outsourcing strategy.

Who Could Benefit from this Webinar?

  • CPAs who’ve experienced setbacks or confusion with previous outsourcing attempts.
  • Accounting firms seeking to re-engage with outsourcing after a less-than-successful experience.
  • Decision-makers looking for clarity and a solid path to successful outsourcing.

This Webinar Covers:

  • Expert Guidance: Learn from top industry professionals about successful outsourcing.
  • Actionable Plans: Acquire a structured strategy to handle workload and enhance your team’s efficiency.
  • Flexible Viewing: Watch at your convenience, with the ability to pause and revisit critical advice.

Close Quarters, Big Returns: A Fireside Chat on Nearshore Outsourcing for Accounting Firms

Hiring Challenges in a Talent Crisis? Your Lifeline is Closer Than You Think 

You’re no stranger to the talent deficit affecting the U.S. accounting profession—a staggering shortfall of over 300,000 accountants and auditors. While traditional outsourcing models have their place, the evolving needs of CPA firms call for more specialized solutions. Seamlessly blending the scalability of offshore models with the customization and management of closer-to-home services, nearshore outsourcing emerges as the best of both worlds.  

Could the solution to your talent acquisition dilemma be just a border away? 

Check out our on-demand webinar that zeroes in on the game-changing advantages of nearshore staffing solutions that equip CPAs and accounting firms with a tangible strategy to win the talent war.

Who Could Benefit from this Webinar?

  • CPAs facing hiring challenges. 
  • Accounting firms looking to scale without hassle 
  • Decision-makers focused on data security and client satisfaction 

This Webinar Covers:

  • Expert Panel: Gain firsthand insights from QX’s leadership team on the entire nearshoring process. 
  • Practical Wisdom: Walk away with actionable strategies to win over stakeholders and simplify your outsourcing journey. 
  • Watch on Your Terms: The on-demand format lets you pause, rewind, and digest the information at your own pace. 

Critical Steps to Raise Your Rates Without Losing Clients

It can be challenging to find the right balance between raising prices and keeping your clients happy. What’s the best approach to navigate this tricky terrain?

Learn directly from America’s Top-ranking Pricing coach to master the art of raising rates without losing valuable clients.

Mike Walton- SVP, Strategic Growth, QXAS unveils the best-kept secret to improve your pricing strategy in conversation with America’s top-ranking pricing coach. Answering the questions posed by attendees, the experts reveal the secret that top CPAs use to raise their rates and achieve unrivaled success confidently.

In this webinar, you will learn:

  • The #1 pricing solution which quickly boosts your profits.
  • A proven formula to successfully raise your rates with confidence and ease.
  • 5 simple steps to convert existing clients to your new pricing.

The webinar educates accountants and practice owners about improving pricing strategies and positioning their firms for unmatched success.


QX PracticePro: Building the Practice of the Future

Are you tired of constantly switching between different software solutions, despite having the best tools in place? Do manual processes and scattered solutions eat up most of your valuable time? Not anymore!

Introducing QX PracticePro, our latest innovation designed to integrate all your software solutions in one convenient place on the cloud.

Our experts, Sagar Ahuja – CEO, QXAS Outsourcing, Pramith Naidu – VP – New Business & Client Relations, and Niraj Mehta – SVP – Business Innovation and Transformation, give an exclusive peek into the solution in conversation with Shane Lukas – Managing Director, AVN for Accountants. They delve into the unique features and benefits of the solution and answer the questions posed by attendees.

In this webinar, you’ll learn:

  • A 360-degree insight into QX PracticePro
  • It’s exclusive features and benefits
  • Customisable properties to suit accounting firms’ needs
  • Live product demo

The webinar aims to help accountants transform their practice through a tech revolution and unlock their firm’s true potential.

Onshoring – Your Recruiting Problems Solved

The competition to hire the best-in-industry talent is constantly growing in the accounting world. Meanwhile, practice owners also battle the burden of keeping operational costs in check. What’s the best approach to survive in this situation?

Onshoring could be the answer!

Sagar Ahuja, CEO – QXAS Outsourcing, and Pramith Naidu, VP – New Business & Client Relations, delve into the emerging concept of onshoring in conversation with Shane Lukas, Managing Director – AVN for Accountants. Answering the questions posed by attendees, the experts address its scope, relevance, and benefits to accountancy firms.

In this webinar, you will learn:

  • Onshoring as the new form of outsourcing
  • Its relevance and benefits to accountancy firms
  • How to implement onshoring in your practice

The webinar aims to educate accountants and practice owners about the latest trend in outsourcing and how it can channel growth for their firm.

Round-Table Discussion: How Can Outsourcing and Tech Boost Your Profitability

Technology is integral to the success of businesses, especially as the world recovers from the effects of the global pandemic. Instantaneously, outsourcing plays a crucial role in boosting the profitability of accounting firms. But what happens when the two are put together?

Nick Hume, Director of Xeinadin Accountants, Nicola Reed, Account Manager at MyWorkpapers, and Sagar Ahuja, CEO of QXAS Outsourcing, share their valuable insights on the role of technology and outsourcing in facilitating a practice’s growth. Hear it directly from the experts who have been in the industry for more than a decade and have driven growth using collaborative tech and outsourcing.

In this webinar, you will learn:

  • The importance of outsourcing in boosting accounting firms’ profitability
  • The role of tech in transforming traditional accounting processes
  • Why technology is the future of accounting and auditing
  • The collaborative benefits of outsourcing and tech for accounting firms

The webinar aims to prepare accounting firms for a tech-powered future and help them take the plunge to outsource critical accounting and auditing processes.