All Episodes

67 - AI at Scale: Lessons from PKF’s Firm-Wide Rollout with Thomas J. DeMayo

66 - What Happens When You Align People, Tech, and Strategy with Erin Daiber

SPECIAL EPISODE: What the HIRE Act Could Mean for Outsourcing in the CPA World

65 - Is Culture Just a Buzzword or a Business Strategy? with Trisha Daho

64 - Mastering Outsourcing: The CPA Firm Roadmap to Offshore Success

63 - Scaling Smart: Systems, Structure, and Sustainable Growth with Eli Raff

62 - What Culture Really Takes: Inside Firms Managing Remote and Offshore Talent with Randy Crabtree

61 - Inside the Offshore Shift: Lessons from a CPA Who Did It Differently with Ben Town

60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer Lenz

59 - What No One Tells You About Cultural Gaps in Outsourcing

58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson

57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance

56 - What Every CPA Firm Needs to Know About Operational Strategy

55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market

54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins

53 - Are You Secretly Non-Compliant? 7216 Rules Explained

52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells

51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry Putney

50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-Sautters

49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley Platt

48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk

47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh

46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik

45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell

44 - How Compassionate Business Practices Drive Success with Dr. Bruno Roque Cignacco

43 - Scaling CFO Advisory From Audit Expertise to Leadership with Karl Baker

42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman

41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara Sharp

40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins

39 - Enhancing Client Value Through Strategic Tax Incentives with Brandon Carroll

38 - Maximizing Efficiency with Amalgam Transforming Accounting Firms with Joe Manganelli

37 - Building Scalable CPA Firms Through Tax Planning, Offshore Teams, and Client Retention with Dan Nicholson

36 - Cybersecurity Essentials for CPA Firms: Strategies and Best Practices with Terry Ziemniak

35 - Building Effective Partnerships: Navigating Outsourcing in the Accounting Industry with Andrew Garvey

34 - Mastering Social Media and Strategic Marketing for Accounting Firms with Alyssa Dillon

33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman Kepczyk

32 - Outsourcing Success: A July 4th Special with Laurence Whittam

31 - Unlocking Growth Potential: Strategic LinkedIn Outreach for CPA Firms with James Donovan

30 - Enhancing Accounting Excellence: Standardizing Processes for Success with Shana Cooper

29 - Celebrating Wins, Attracting Talent, and Delighting Clients with Barry Labov

28 - Navigating Remote Team Management and Cultural Integration in Outsourcing with Gavin and Rodel

27 - Attracting Talent and Streamlining Operations: A Deep Dive into Accounting Entrepreneurship with Henry Huie

26 - Navigating Offshore Success: Strategies for Global Team Integration with Holly Clawson

25 - Navigating Global Accounting Talent and Outsourcing Strategies with Bruce Ditman

24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam Lean

23 - Revolutionizing Tax Advisory: Transforming Firms for the Future with Jackie Mayer

22 - Optimizing Offshore Operations: Strategies for Effective Communication and Integration with Bhavesh Agarwal

21 - Navigating Management, Work-Life Harmony, and the Changing Landscape of Accounting with Mike Manalac

20 - Revolutionizing Accounting: Exploring Outsourcing, Innovation, and Future Trends with Darren Isaacs

19 - Maximizing Value: Transitioning to a 40-Hour Work Week in Accounting with Geraldine Carter

18 - Expert Insights, Leadership Strategies, and Innovative Solutions for Seamless Collaboration with Vivek Shah

17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David Cristello

16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick Sinclair

15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie Ramsey

14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based Pricing

13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry

12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton

11 - Revolutionizing Accounting: The Future of Automation with Basis

10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey Havens

09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane Polakoff

08 - Navigating the Accounting Event Landscape: A Deep Dive into Professional Growth Opportunities with Seth Fineberg

07 - Navigating Staff Leasing and Offshoring: Insights from Global Staff Connections with Andrew Mendiola

06 - Optimizing Operations: Strategies for Success in CPA Firms with Andrew Ferrigno

05 - Unlocking Success: Insider Tips for Outsourcing in South America with Agustin Morrone

04 - Navigating Training, Engagement, and Culture in Today's Global Workplace with John Fenton

03 - Global Collaboration: Navigating Outsourcing Dynamics with Hardik Shah

02 - Modernizing Accounting: Strategies for Growth and Efficiency with David Kells

01 - Introduction