AI Meets Outsourcing: Redesigning Accounting Operations for Scale

The future of accounting isn't AI. It isn't outsourcing. It's a new operating model that combines both.

Today's Accounting Operating Model Is Under Pressure 

Accounting firms are facing a perfect storm. 

The talent pipeline continues to shrink. Labor costs are rising. Client expectations continue to increase. At the same time, firms are expected to deliver faster turnaround, deeper insights, and greater value without proportionally increasing headcount.

Many firms have started exploring AI. Others have expanded their use of outsourced accounting teams. Yet neither approach, on its own, fully addresses today's capacity challenge.

The firms leading the next phase of growth aren't simply hiring more people or adopting more technology. They're redesigning how accounting work gets done.

Join our expert-led webinar: “AI Meets Outsourcing: Redesigning Accounting Operations for Scale”    

Date: August 26, 2026 

Time: 10:00 AM PST 

Explore how AI-enabled global accounting teams are transforming accounting operations and helping firms scale capacity, improve efficiency, strengthen governance, and free professionals to focus on higher-value advisory work. 

What You'll Learn 

During this webinar, we'll explore: 

  • Why the traditional accounting operating model is reaching its limits 

  • Why AI alone isn't enough and outsourcing alone isn't either 

  • The AI-enabled global operating model 

  • Governance, security, and trust at scale 

  • Measuring success beyond cost savings 

  • A practical roadmap for transformation 

Meet the Speakers 

 Shimoli Shah, Vice President, Technology and Lead AI Innovator,
 Pacific Group of Companies 

Jim Merrill

 Jim Merrill, President, PABS

Who Should Attend? 

This webinar is designed for: 

  • CPA Firm Partners 

  • Managing Partners 

  • Firm Owners 

  • Chief Financial Officers 

  • Controllers 

  • Directors of Finance 

  • Accounting Operations Leaders 

  • Practice Leaders evaluating AI and outsourcing strategies 

Why Attend? 

You'll leave with a practical framework to: 

  • Expand accounting capacity without proportionally increasing overhead 

  • Improve operational efficiency through AI-enabled workflows 

  • Build a scalable global operating model 

  • Strengthen governance, security, and quality controls 

  • Enable accounting professionals to focus on higher-value client work 

  • Develop a roadmap for sustainable firm growth 



Reserve your spot today and discover how AI-enabled global accounting teams can help you scale capacity, strengthen operations, and prepare your firm for the future.

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