Ep 4 - What Every CPA Firm Should Know Before Offshoring with Laurence Whittam

Thinking about offshoring but don’t know where to start?In this episode, host Dave Kells speaks with Laurence Whittam of Impact Global Solutions about how offshoring can help firms create capacity, reduce burnout, reinvest in talent, and scale smart. From pilot programs to full-scale BOT (Build-Operate-Transfer) models, they break down how firms of all sizes can approach offshoring strategically—and avoid common pitfalls.In this episode, you will be able to:Understand how offshoring supports firm scalability, margin improvement, and staff retentionExplore different offshoring models and how to choose the right fit for your firmLearn how to overcome roadblocks like quality concerns, communication gaps, and client hesitationDiscover why structure, SOPs, and clear feedback loops are critical to successHear how smaller firms can test offshoring with lower risk and long-term strategic gainsListen now and learn how to add capacity, reduce burnout, and grow—without giving up control.#CPAstrategy #Offshoring #AccountingOperations #FirmGrowth #IndependentCPAFirm #TheIndependentCPAFirmPodcast