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On-demand executive sessions on margins, capacity, and growth for CPA firms and finance leaders.
Wednesday, October 28, 2026
How mid-market CPA firms pair Claude AI with a dedicated, CA-qualified offshore team to lower delivery costs and protect margins through busy season. Akshay Jain and guest speaker Richard Rodriguez share what has worked inside real firms, and how partners free up hours for advisory work.
More recordings are on the way. Check back after our next session.
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