Business Beyond Borders: Impactful Insights for CPAs

Feeling overwhelmed by AI? So are your clients. In this episode of Business Beyond Borders, host Laurence Whittam is joined by Thomas J. DeMayo, Partner and Practice Leader at PKF O’Connor Davies, to break down what AI adoption actually looks like inside a large CPA firm—and how to help your clients do the same. From governance to growth, Tom shares how PKF is leading the charge and what firms of any size can learn from their approach.   In this episode, you will be able to: • Understand how to approach firm-wide AI adoption with structure and strategy • Learn why governance is non-negotiable when bringing AI tools into your ecosystem • Discover how to talk to clients about AI—even if you’re still figuring it out yourself • Explore the risks of third-party tools and how to vet them properly • Hear how PKF scaled its AI capabilities with external partnerships and internal hiring   Listen to the full episode now and learn how to lead with AI—before it leaves you behind!   Contact Thomas at [email protected] if you’d like to discuss collaboration or client support.   #BusinessBeyondBorders #AIinAccounting #DigitalTransformation #CPAFirmStrategy #ClientAdvisory

Jumping into new initiatives without a strategy? It’s costing you more than you think.   In this episode of Business Beyond Borders, host Laurence Whittam talks with Erin Daiber, founder of Well Balanced Accountants, about how CPA firms can better align people strategy, AI adoption, and leadership development through intentional planning and accountability.   In this episode, you will be able to: • Understand how to future-proof your firm’s talent pipeline through strategic development • Identify why firms fall short on AI integration and how to close the gap • Learn how to lead and retain remote and offshore teams more effectively • Explore the mindset shift required for soft skills and leadership training to stick • Discover the power of strategic planning behind every firm-wide initiative   Listen to the full episode now and start building a smarter, stronger firm from the inside out! Learn more at wellbalancedaccountants.com Schedule a call with Erin: https://nut.sh/ell/schedule-booking/367941/OCkeNz   #BusinessBeyondBorders #CPAFirmLeadership #AIinAccounting #SuccessionPlanning #PeopleStrategy

SPECIAL EDITION: What the HIRE Act Could Mean for Outsourcing in the CPA World! On September 5th, Senator Moreno introduced the HIRE Act (Halting International Relocation of Employment Act)—a proposed bill that could impose a 25% excise tax on payments to foreign service providers when serving U.S. consumers. This could dramatically impact CPA firms that rely on outsourcing or offshoring.   In this special episode of Business Beyond Borders, host & expert Laurence Whittam unpacks the early-stage bill and brings insight from on what firms should be doing right now to assess risk and prepare.   In this episode, you will be able to: •  Understand the key provisions of the HIRE Act and its potential financial implications •  Identify which firms, contracts, and payment models could be affected •  Explore planning strategies around risk mitigation and contract flexibility •  Learn about nearshoring and hybrid models as potential alternatives •  Position your firm to advise clients who may also be impacted   Want to understand how this could affect your firm? Contact Laurence Whittam at [email protected] for a tailored risk assessment.   Listen now wherever you get your podcasts!   #BusinessBeyondBorders #HIREAct #OutsourcingStrategy #CPAInsights #GlobalWorkforce

Is your firm losing its people because your culture is more talk than action? In this episode of Business Beyond Borders, host Laurence Whittam welcomes Trisha Daho—a former Big Four partner and now a fractional Chief People Officer—to unpack what it really means to build and sustain a high-performing culture inside today’s CPA firms.   They explore how culture must be intentional and measurable, not just aspirational, especially in a profession shaped by: •  How culture must be designed and measured—not assumed •  The leadership gaps that are exposed in hybrid environments •  Why firms must intertwine people strategy with business strategy •  Practical ways to hold partners and leaders accountable to values •  The need to treat offshore teams as part of the firm, not extensions   Tune in now to Business Beyond Borders with Laurence Whittam and start leading with purpose!   #BusinessBeyondBorders #FirmCulture #LeadershipDevelopment #PeopleStrategy #CPAFirmGrowth

Struggling to make outsourcing work for your CPA firm? In this episode, host Laurence Whittam introduces the Mastering Outsourcing course—built from years of experience helping firms overcome offshoring challenges. Whether you’re exploring outsourcing or trying to improve your current strategy, this episode gives you the roadmap you’ve been missing.   In this episode, you will be able to:   Uncover why many CPA firms fail at outsourcing—and how to avoid common pitfalls Explore outsourcing models, global locations, and how to properly vet vendors Learn practical integration strategies and reporting structures for every firm size Gain insights from real-world examples and best practices Access a complete, self-paced course to guide your firm’s outsourcing journey   Ready to take the next step? Explore the full Mastering Outsourcing course here: igs-cpaoutsourcing.teachable.com/p/mastering-outsourcing-for-cpas-and-accountants   #outsourcingstrategy #CPAfirmgrowth #offshoring #cpaeducation #businessbeyondborders

When is it time to stop doing and start owning your business?   In this episode, Laurence Whittam sits down with Eli Raff, Operational Efficiency & Business Systemization Expert at Owner-Free Systems Advisory to explore the mindset shift—and operational strategy—needed to grow a firm beyond the founder. If you’ve ever felt like you can’t take a real vacation without things falling apart, this one’s for you.   In this episode, you will be able to: • Identify the mindset shift from technician to business builder • Understand why strong SOPs are the backbone of scale • Learn how to systemize your firm without switching all your tech • Discover the 3 freedom processes every owner should focus on • Spot red flags that show your firm needs better systems—now   Listen now to build a business that runs without you at the center!   #BusinessBeyondBorders #OperationalExcellence #CPAInsights #FirmGrowth #SystemsThatScale

How do you build a thriving firm culture in a remote world—and why does vulnerability matter more than ever?   In this episode of Business Beyond Borders, Laurence Whittam sits down with Randy Crabtree—CPA, co-founder of Tri-Merit Specialty Tax Professionals. Known for championing culture, mental health, and people-first leadership, Randy shares practical insights from decades of experience.   In this episode, you will be able to: • Discover why intentional leadership is critical to culture-building • Learn how firms are successfully blending flexibility with in-person connection • Understand the impact of well-defined (and alternative) career paths • Explore the power of celebrating wins—both personal and professional • Hear how vulnerability at the top creates space for growth at all levels   Listen now to rethink what leadership and culture mean in the modern firm.   #CPALeadership #FirmCulture #RemoteTeams #AccountingInnovation #BusinessBeyondBorders

What does it take to build a high-performing offshore team from the ground up?   In this episode of Business Beyond Borders, guest Ben Town shares how his frustrating outsourcing journey led to the creation of his own offshore team, now supporting firms.   In this episode, you will be able to:   Understand the stages CPA firms go through when exploring outsourcing Identify the common challenges of working with outsourcing vendors Learn why cultural alignment and asynchronous communication are critical to success Discover how Ben structured his offshore valuation team for scalability and retention Get real-world insights into managing workflows and time zones effectively   Listen now to learn how intentional leadership can turn outsourcing pain into opportunity!   #CPAOutsourcing #OffshoreTalent #BusinessBeyondBorders #FirmGrowth #AssuranceAdvisors

Is AI replacing marketers—or finally making them effective?   In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark.   In this episode, you will be able to: • Discover how AI accelerates content, outreach, and BD for accounting firms. • Learn why prompt engineering and human input are essential to success. • Hear how firms like MGO leveraged internal branding to win buy-in for outsourcing. • Understand how smaller firms can compete with industry giants using automation. • Get practical tips to start using AI in your firm today—without being a tech expert.   Don’t let your firm fall behind. Listen now!   #CPAFirmGrowth #AIinMarketing #CPAOutsourcing #BusinessBeyondBorders

Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think.   In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects.   In this episode, you’ll be able to: • Recognize common cultural challenges when working with offshore teams • Understand how these issues show up in FTE, project-based, or BOT models • Learn how to better integrate your outsourcing provider into strategic discussions • Discover tools like internal workshops and alliance resources to bridge cultural gaps • Get practical steps to overcome discomfort and build global team alignment   Ready to make culture your outsourcing advantage?  Listen now to the full episode and start scaling smarter.   #BusinessBeyondBorders #OutsourcingTips #GlobalTeams #CulturalAlignment #ScalingSuccess

Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions.   In this episode, you’ll be able to: • Understand why mid-sized firms struggle to evolve—and what to do about it • Recognize the signs when a client might be ready to sell their book • Learn how to shift conversations from compliance to true advisory • Discover the power of niche focus in driving long-term value • Know who to call when you don’t have the answers   Whether you’re navigating M&A internally or helping clients do the same, this is a conversation you won’t want to miss!   #BusinessBeyondBorders #MergersAndAcquisitions #ClientAdvisory #CPAInsights #SuccessionPlanning

Facing internal resistance to outsourcing? You’re not alone. In this launch episode of the Business Beyond Borders mini-series, host Laurence Whittam dives into one of the biggest barriers firms face when expanding globally—getting internal buy-in for outsourcing. Whether it’s resistance from partners, disconnected service lines, or uncertainty about how to roll it out across offices, these challenges are real—and solvable.   In this episode, you’ll be able to: Understand why firm-wide alignment is critical for scalable outsourcing success Learn how to avoid the silo effect when testing offshoring with just one office or partner Discover the role of marketing, HR, and transparency in building a united team Explore real-world examples of firms integrating offshore talent into their culture Identify key benefits for both partners and staff that drive stronger internal buy-in   Listen now and rethink your approach to building a unified, global team!   #outsourcingstrategy #cpafirms #firmculture #offshoring #businessbeyondborders

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready.   In this episode, you will be able to: • Understand how the Profit Team supports CPA firms from the inside out • Learn why strong operational strategy is key to growth and succession • Discover how COOs act as dot connectors across firm priorities • Hear why CPA firms need to think like businesses to stay competitive • Explore how comprehensive support transforms internal firm operations   Listen to the full episode now and see how the Profit Team can help you grow smarter.   #CPAIndustry #AccountingLeadership #BusinessStrategy #WhitmanTransitionAdvisors #AccountingIndustry

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches.   In this episode, you’ll be able to: • Understand how the post-COVID talent market is reshaping outsourcing • Learn why today’s salary trends are stabilizing—and what that means for hiring • Explore cultural nuances firms should keep in mind when outsourcing to India • Discover the value of a managed approach vs. going it alone • Hear how outsourcing is shifting from cost-cutting to strategic scaling   Listen now and learn how to make smarter decisions when going global!   #BusinessBeyondBorders #AccountingTalent #OutsourcingInsights #GlobalStrategy #ScaleSmart

Is Your CPA Firm’s Tech Strategy Already Outdated?   Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive.   In this episode, you will be able to: • Understand why relying on a SOC report alone isn’t enough for security compliance • Learn how smaller firms can effectively implement AI without wasting time and resources • Discover why most firms are still years behind in cloud adoption—and what they should have already done • Get insights on the challenges of outsourcing IT and the right way to build a global team • Find out why firms need an AI and IT strategy, not just scattered experiments   Don’t fall behind—listen now to learn how to future-proof your firm.    #CPAIndustry #AccountingTech #AIinAccounting #Cybersecurity #CloudComputing #Outsourcing #ITStrategy

Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders, Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks.   In this episode, you will be able to: Understand the 7216 disclosure rules and why they matter Learn how to roll out engagement letters effectively Discover best practices for managing client data securely Navigate client objections and concerns with confidence Implement strategies to ensure compliance without disrupting operations   Not sure if your firm is handling 7216 the right way? Let’s talk! Reach out to Laurence Whittam at [email protected] today. 

In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape!   In this episode, you will be able to: Understand the role of private equity in driving growth and how firms like Citrin Cooperman have successfully navigated PE-backed transformations. Identify key strategies for preparing your firm for M&A or private equity deals, including operational and cultural readiness. Explore the benefits of offshoring as a tool to improve staff retention, enhance efficiency, and boost profitability. Learn how to position your firm as a platform for growth, with insights into what makes a firm attractive to PE investors. Gain insights into the future of the accounting industry, including trends in consolidation, advisory service expansion, and public company transactions.   #PrivateEquity #AccountingIndustry #CitrinCooperman #MergersAndAcquisitions #Offshoring #BusinessGrowth #CPAInsights #FutureOfAccounting

Discover the game-changing trends shaping the accounting profession in this insightful episode of Business Beyond Borders with Laurence Whittam and Terry Putney. From private equity’s influence to the strategic role of offshoring, this conversation dives into the key factors driving transformation in the industry.   In this episode, you will be able to: Understand the groundbreaking Citrin Cooperman deal and its validation of private equity in accounting. Learn how staffing challenges influence M&A decisions and strategies for overcoming them. Explore the impact of offshore talent on firm valuations and operational success. Gain insight into transitioning from the partnership model to a corporate model in accounting firms. Anticipate future trends in M&A and private equity within the profession.   Tune in now!

Struggling with staffing challenges, tech trends, and evolving firm strategies? In this episode of Business Beyond Borders, host Laurence Whittam chats with a seasoned expert Kathy Towne-Sautters of BDO Alliance about the dynamic shifts in the CPA profession. From recruiting innovations to embracing AI and offshoring as strategic solutions, this conversation is packed with insights to help your firm thrive in 2025 and beyond!   In this episode, you will be able to: Discover actionable strategies to bridge the staffing gap and build a resilient workforce. Explore how firms are leveraging AI and technology to enhance efficiency and client service. Understand the cultural shifts transforming CPA firms, including work-life balance improvements. Learn how offshoring can be a strategic extension of your team, not just a quick fix. Gain insights into creating long-term success through value-based pricing and innovative service lines.   Ready to transform your firm’s future? Tune in today!

Tune in to the latest episode of Business Beyond Borders, where Laurence Whittam hosts Ashley Platt, founder of Clear Cut Outsourcing, to discuss how CPA firms can effectively leverage outsourcing to drive efficiency, tackle talent shortages, and build stronger, tech-enabled workflows.   In this episode, you'll be able to: •  Explore why Pakistan is becoming a key outsourcing destination for CPA firms. •  Learn how outsourcing can improve your firm’s efficiency and profitability. •  Understand best practices for integrating offshore talent into your team. •  Uncover the challenges firms face with outsourcing and how to overcome them. •  Gain actionable tips on leveraging technology for a seamless outsourcing experience.   Want to learn more about how outsourcing can work for your firm? Visit their website at clearcutoutsourcing.co.uk/ or find him on LinkedIn for more details!   #BusinessBeyondBorders #Outsourcing #CPA #GlobalTalent #CPAOutsourcing #OutsourcingPodcast

In this episode of Business Beyond Borders, Laurence Whittam and Brendan Quirk dive into the opportunities and challenges of outsourcing and nearshoring for CPA firms in Latin America. Brendan shares insights from his extensive experience in the region, offering valuable perspectives on strategy, talent acquisition, and cultural nuances.   In this episode, you will be able to: Discover the benefits of nearshoring to Latin America for accounting firms. Understand the key differences between outsourcing in Latin America versus regions like India and the Philippines. Learn how to align outsourcing strategies with your firm's long-term goals. Explore the nuances of cultural and leadership dynamics when working with Latin American teams. Gain actionable tips for leveraging international alliances and networks for outsourcing success.   Want to explore outsourcing opportunities in Latin America? Contact Brendan Quirk on LinkedIn to learn how his consultancy can help your firm succeed.

In this insightful episode, Laurence Whittam sits down with Abhilasha Parikh to explore the essentials of creating and managing effective offshore teams. Abhilasha shares her expertise on what firms need to know to establish strong, sustainable partnerships with offshore providers and how to turn these relationships into true assets for growth.   In this episode, you will be able to: Choose the right offshoring partner for long-term success. Build and manage global teams with cultural awareness and open communication. Transform offshore centers from cost centers to profit centers. Leverage private equity’s influence to boost efficiency and integration. Overcome common offshoring challenges with practical solutions.   Connect with Abhilasha Parikh at [email protected] to learn more about offshoring strategies for your firm!

In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by fostering a "sticky" relationship with both clients and their families.   In this episode, you will be able to: Understand the importance of building "stickiness" with clients for long-term engagement. Discover actionable strategies to enhance client relationships and establish trust. Learn how to involve family members or business partners in planning for seamless client transitions. Gain insights into effective communication between CPAs and financial advisors for better client outcomes. Hear about best practices in hosting family meetings to secure intergenerational connections.   For more information or to reach out, contact Jeff Panik via his website at https://www.balancewealthpartners.com/

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients.   In this episode, you will be able to: Learn how defined benefit and cash balance plans can reduce tax liabilities. Discover client profiles that benefit most from tax mitigation strategies. Understand the key differences between traditional retirement plans and custom actuarial designs. Identify ways to structure client engagements to maximize long-term tax savings. Explore how Business Benefits Consultants collaborates with tax advisors to implement solutions.    learn more, contact David Podell at [email protected] or visit their website at businessbenefitsconsultants.com!

In this episode of Business Beyond Borders, Laurence Whittam welcomes Bruno Roque Cignacco, an expert in compassionate business and international trade. They dive deep into the human side of business, especially within accounting firms.   In this episode, you will be able to: Understand the importance of fostering compassionate business practices. Learn how to create a balanced environment between quantitative performance and qualitative human connection. Gain insights into retaining and motivating talent in virtual and global teams. Explore strategies to support employees’ emotional and mental needs. Discover the impact of a compassionate work culture on employee loyalty and business success.   Don't miss this insightful conversation with Bruno Roque Cignacco!

Join us for an insightful episode of Business Beyond Borders featuring Karl Baker, Founder of Baker CFO Advisory. Discover how CFO advisory services are transforming businesses and how audit expertise can lead to successful leadership and scaling of advisory services.   In this episode, you will be able to: Understand the transition from audit to CFO advisory and its benefits for firms Learn key strategies for scaling a CFO advisory practice Explore how to build a strong team with both domestic and international talent Gain insights into why small businesses need CFO advisory services Discover effective ways to articulate financial leadership to clients   For more insights or CFO advisory services, reach out to Karl at Baker CFO Advisory or via email at [email protected].

Join us in this insightful episode of Business Beyond Borders as we dive into the world of accounting automation with Wesley Hartman, founder of Automata Practice Development. Wesley shares his journey from engineering to revolutionizing accounting firms with cutting-edge automation strategies. In this episode, you will be able to:   Understand the importance of APIs in automating accounting processes. Discover how to identify and document repetitive tasks for automation. Learn about the tools and technologies that can transform your firm's operations. Gain insights on balancing automation with outsourcing to optimize workflow. Explore real-world examples of successful automation implementations.   Connect with Wesley Hartman to learn more about automating your firm's processes and optimizing your technology stack. Visit automatapracdev.com to schedule a discovery call.

In this episode of Business Beyond Borders, Laurence Whittam sits down with Sara Sharp, a specialized attorney in M&A for accounting firms, to delve into the intricacies of 7216 disclosures. They discuss the importance of legal compliance, especially when dealing with outsourcing, and how firms can protect themselves while still navigating the complex legal landscape.   In this episode, you will be able to: Understand the key requirements and implications of the 7216 disclosure for accounting firms. Learn about common pitfalls and misconceptions that firms have regarding compliance. Explore the potential legal consequences of non-compliance and how to avoid them. Gain insights into how proper legal practices can enhance the value of your firm during an M&A process. Discover best practices for implementing engagement letters that protect both you and your clients. Connect with Sara on LinkedIn!

 In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to:   Learn how Caleb’s firm transitioned from traditional to value-based pricing. Discover the benefits of leveraging QuickBooks Online and cloud technology for real-time client collaboration. Understand the importance of forecasting and proactive financial advisory for clients. Explore techniques for employee retention and how to build a strong firm culture. Hear Caleb’s personal story of growing up in the accounting world and how it shaped his approach to leadership.   You can reach Caleb Jenkins on LinkedIn or [email protected] for any follow-up questions.

Dive into the latest episode of Business Beyond Borders, where host Laurence Whittam and guest Brandon Carroll explore how CPA firms can tap into powerful tax incentives to add value for their clients. This discussion reveals strategies for enhancing your advisory services and staying competitive in today’s market.   In this episode, you will be able to: Identify key opportunities within your client base for leveraging tax incentives. Discover how to seamlessly integrate R&D tax credits into your service offerings. Explore flexible partnership models for expanding your firm’s advisory capabilities. Understand the financial benchmarks that indicate a company’s eligibility for tax incentives. Learn how to scale your advisory services to drive client satisfaction and firm growth.   To explore these opportunities further, reach out to Brandon Carroll at [email protected].

Join Laurence Whittam and Joe Manganelli, Chief Revenue Officer at Amalgam, to discuss the impact of technology on accounting firm efficiency. In this episode, you will be able to: Discover how Amalgam can integrate various data systems into a single platform for improved efficiency. Learn about specific use cases where Amalgam has significantly reduced manual work for accounting professionals. Understand the potential time and cost savings that can be achieved by adopting Amalgam’s technology. Gain insights into the challenges and strategies for implementing new technologies within your firm. Explore the broader implications of technology adoption in the accounting industry and its impact on addressing the talent crunch. Connect with Joe by visiting the Amalgam website or through the contact form available at amalgam.me.

Join Laurence Whittam as he talks with Dan Nicholson of Nth Degree CPAs on Business Beyond Borders. Tune in to learn how to transform your practice and stay ahead in the evolving accounting landscape. In this episode, you will be able to:   Learn how to build a tax-planning-centric CPA firm that stands out from the competition. Discover the keys to developing scalable and standardized processes for consistent service delivery. Understand how to integrate offshore teams effectively for both routine and complex tasks. Gain strategies for retaining clients by offering proactive and value-driven advisory services. Explore how to innovate within your firm by adopting best practices from outside the accounting industry.   Connect with Dan at www.nthdegreecpas.com!

Join Laurence Whittam and Terry Ziemniak in this episode of Business Beyond Borders as they delve into the essential cybersecurity practices for CPA firms. In this episode, you will be able to:   Understand the crucial role of cybersecurity for CPA firms and how it impacts both the firm and its clients. Learn the benefits of having a fractional Chief Information Security Officer (CISO) to provide expert guidance on cybersecurity measures. Gain insights into basic cyber hygiene practices that prevent common security incidents, such as patching systems and enabling multi-factor authentication. Explore strategies for integrating cybersecurity into your overall business risk management to ensure business resiliency in the face of cyber threats. Discover how to leverage cybersecurity as a competitive advantage and enhance trust with clients and partners through proactive risk management.   For more information or to get in touch with Terry Ziemniak, visit Tech CXO at techcxo.com.

Join Laurence Whittam in the latest episode of "Business Beyond Borders" as he chats with Andrew Garvey from BeFree about the intricacies of outsourcing in the accounting industry. Discover the importance of effective communication, comprehensive onboarding, and treating outsourcing partners as integral parts of the team. In this episode, you will be able to: Learn how to seamlessly integrate outsourcing partners into your firm's culture and operations. Discover strategies to improve communication and transparency with your outsourcing partners, addressing common challenges. Gain insights into creating thorough and effective onboarding processes for both new hires and outsourced teams, ensuring alignment with your firm's practices. Understand how to address and mitigate team concerns about outsourcing, ensuring smooth transitions and buy-in from all levels of your organization. Explore creative ways to engage and collaborate with outsourcing partners, such as virtual social events and personal visits. Connect with Andrew Garvey on LinkedIn or email him at [email protected].

In this episode of "Business Beyond Borders," Laurence Whittam sits down with Alyssa J. Dillon from Money Maker Mastermind. Alyssa shares her journey of helping accounting firm owners achieve significant growth by leveraging social media and strategic marketing. In this episode, you will be able to: Learn How to Leverage Social Media for Growth: Discover the techniques Alyssa uses to help accounting firm owners utilize social media to attract and retain high-value clients. Understand the Importance of Consistent Content: Gain insights into why creating and maintaining consistent content is crucial for building authority and visibility online. Explore the "Seven Magic Posts" System: Find out how Alyssa’s "Seven Magic Posts" system can engage your audience and establish you as an authority in your field. Implement Strategic Marketing Techniques: Learn about effective marketing strategies that can help you reach your target audience and convert leads into clients. Overcome Common Challenges in Client Acquisition: Hear practical advice on how to overcome common hurdles in acquiring new clients, including mindset shifts and low-budget marketing tactics. You can reach out to Alyssa through her Facebook group, "Advisory Accountants: Strategic Scaling for Massive Impact" This group is the best place to connect with her and engage with her community for valuable insights and strategies for business growth.

Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to:   Understand the importance of regular security training webinars for maintaining a secure tech environment. Learn how to use the AICPA cybersecurity checklist to assess and improve your firm's security posture. Explore the benefits and best practices of hybrid and remote work models for accounting firms. Discover effective strategies for leveraging technology to streamline processes and improve client communication. Gain insights into creating and implementing a Written Information Security Plan (WISP) tailored for your firm's needs.   Reach out to Roman on LinkedIn or email him at [email protected]! For more information and resources, visit the Rightworks website at www.rightworks.com and check the "Resources" section for webinars and other useful materials.

Celebrate Independence Day by equipping your firm with the right strategies and tools for a successful outsourcing journey! In this special solo episode, Laurence Whittam dives into the critical topic of outsourcing and offshoring for firms. He covers practical steps for firms at different stages of their outsourcing journey, from those just starting out to those with established offshore teams!   Tune in to equip your firm with the right strategies and tools for a seamless outsourcing experience!   🔗 Listen to the full episode and start your journey towards effective outsourcing today!

Join us in this episode of Business Beyond Borders as we explore strategic LinkedIn outreach for CPA firms with guest James Donovan of Nine Two Media. Discover how to effectively set up your LinkedIn profile, identify and target your ideal clients, craft compelling messages, and measure the success of your campaigns. In this episode, you will be able to:   Understand the Importance of LinkedIn Outreach: Learn why leveraging LinkedIn is crucial for generating qualified leads and growing your CPA firm. Implement Effective LinkedIn Strategies: Discover step-by-step strategies to set up your LinkedIn profile and use Sales Navigator to target potential clients. Craft Non-Salesy Messages: Get tips on how to create engaging, conversational outreach messages that avoid sounding overly sales-oriented. Identify and Target Your Ideal Clients: Learn how to analyze your current client base and determine your niche to tailor your outreach efforts effectively. Measure and Optimize Campaign Success: Understand key metrics to track and strategies for refining your approach to ensure consistent and successful lead generation.   Connect with James on LinkedIn or visit their website at www.ninetwomedia.com

Join us on this episode of Business Beyond Borders as we explore the importance of high-quality reconciliations in accounting. Shana Cooper shares insights on avoiding common reconciliation errors, standardizing processes for efficiency, leveraging technology, and accessing essential training resources to elevate your accounting team's performance. IN this episode, you will be able to:   Understand the Importance of Reconciliation Quality: Learn why high-quality reconciliations are crucial for maintaining accurate financial statements and reducing risk. Identify Common Reconciliation Errors: Discover the most frequent mistakes accounting teams make in the reconciliation process and how to avoid them. Implement Standardized Processes: Gain insights on how to standardize reconciliation procedures to enhance efficiency and consistency across your team. Leverage Technology Effectively: Understand the role of technology in improving reconciliation processes and how to integrate it without compromising quality. Access Resources and Training: Find out about available resources and training programs to help your team master reconciliation best practices and improve overall performance.   Reach out to Shana on LinkedIn or visit www.theaccountabilityteam.com!

Unlock the secrets to firm success! Join host Laurence Whittam and guest Barry Labov as they delve into strategies for celebrating wins, attracting top talent, delivering personalized client experiences, and maximizing growth opportunities. In this episode, you will be able to:   Understand the significance of celebrating internal wins within your firm, boosting morale, and enhancing team motivation. Learn practical techniques for showcasing your firm's unique strengths and expertise to attract top talent and stand out in a competitive market. Discover strategies for delivering personalized experiences to clients, avoiding generic interactions, and building stronger client relationships. Explore innovative approaches to leveraging existing client relationships to identify growth opportunities and expand service offerings. Gain insights from real-life examples and success stories, providing actionable advice for improving firm performance and client satisfaction. Reach out to Barry at [email protected] or visit www.labov.com!

Explore the dynamics of remote team management and cultural integration in outsourcing as Gavin Polizzo and Rodel Murillo share insights on fostering collaboration and understanding across borders. From leveraging technology to nurturing relationships, discover key strategies for success in this episode of Business Beyond Borders. In this episode, you will be able to: Gain insights into effective strategies for managing remote teams, including leveraging technology and setting clear communication protocols. Explore the importance of cultural understanding in outsourcing relationships and learn how to bridge cultural gaps to build stronger connections with remote teams. Discover innovative approaches to fostering employee engagement and satisfaction, such as quarterly perks boxes and regular company-wide updates to enhance the working environment. Understand the significance of aligning with clients' goals and expectations, and learn how tailored experiences and flexible solutions can drive mutual success in outsourcing partnerships. Learn about the importance of ongoing education and improvement in remote team management, including adapting standard operating procedures, providing feedback, and investing in employee development. Reach out to Gavin and Rodel on LinkedIn or visit their website at www.cloudstaff.com      

Embark on a journey through the dynamic world of talent acquisition and operational refinement within the accounting domain with Henry Huie, founder of CHROME Accounting, LLC. Delve deep into the strategies and insights that drive success in talent sourcing and outsourcing, as Henry shares his wealth of experience and expertise in elevating accounting practices to new heights of efficiency and excellence. In this episode, you will be able to:  Explore talent acquisition strategies and outsourcing insights in the accounting profession through an in-depth discussion. Discover evolving business models and practical tips for enhanced client service and profitability. Learn about standardized processes for seamless collaboration with offshore teams. Gain actionable insights for fostering innovation and growth within accounting practices. Uncover the keys to success in navigating the evolving landscape of accounting services. Reach out to Henry on LinkedIn or email him at [email protected]!

Join Laurence Whittam and guest Holly Clawson, Founder of Sums+Solutions as they delve into the intricacies of managing a global team in this insightful episode. Discover how Holly's expertise sheds light on the importance of transparency, cultural sensitivity, and strategic structuring for effective team dynamics. In this episode, you will be able to: Understand the importance of transparency and integrity in outsourcing relationships, and how these factors can impact the success of global teams. Learn practical strategies for fostering cultural understanding and integration within offshore teams, including addressing cultural differences and fostering a positive team environment. Gain insights into structuring offshore teams effectively, including the roles of lead account managers, account managers, and team structures to enhance communication and collaboration. Explore the benefits and challenges of offshore team management, such as managing time zone differences and creating flexible work schedules to accommodate diverse team needs. Discover best practices for empowering offshore team members, including investing in their professional development, providing support for certifications, and fostering a sense of belonging within the broader company culture. Reach out to Holly on LinkedIn or email her at [email protected]   

Unlock the secrets to successful outsourcing and growth in accounting firms! Dive into cultural insights, pricing strategies, and practical steps with Bruce Ditman of Trigger in this enlightening episode. Learn how to optimize division of labor, integrate remote resources, and navigate South African talent dynamics for enhanced collaboration and profitability. In this episode, you will be able to: Understand the cultural nuances and work ethic of South African accounting talent, enabling effective collaboration and feedback processes. Learn strategic insights on division of labor within accounting firms, essential for optimizing outsourcing opportunities and growth. Gain valuable perspective on pricing strategies for outsourcing, emphasizing the importance of aligning costs with chargeable rates for profitability. Explore the benefits of integrating remote resources into a firm's growth strategy, highlighting opportunities to scale and diversify service offerings. Discover practical steps for firms to initiate or enhance their outsourcing journey, including internal assessment, goal setting, and engagement with experienced partners like Trigger. Reach out to Bruce on LinkedIn!

Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:   Learn how to shift your mindset from traditional accounting to offering CFO and advisory services for small and medium-sized businesses. Discover the key components of the CFO project, including a proven framework for guiding clients towards financial success. Understand the importance of proactive communication and clear, actionable advice in helping business owners navigate their finances. Explore the scalability and revenue potential of offering advisory services as an accountant or small firm. Gain insights into overcoming imposter syndrome and recognizing your expertise in providing valuable guidance to clients.   Reach out to Adam at thecfoproject.com!

Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to: Learn practical strategies for integrating tax advisory services into your firm's offerings. Discover how innovative software can streamline tax planning processes and boost efficiency. Gain insights into overcoming mindset barriers and embracing a proactive approach to client services. Explore the potential impact of AI and emerging technologies on the future of accounting and financial advisory. Find inspiration and actionable steps to elevate your firm's revenue and client value through strategic tax planning. Connect with Jackie on LinkedIn or visit her website at www.jackiemeyercpa.com!

Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. In this episode, you will be able to:   Understand the pivotal role of communication in successful outsourcing, and learn practical strategies for fostering effective cross-border collaboration. Explore firsthand experiences and insights from Bhavesh Agarwal on navigating challenges and seizing opportunities in offshore operations. Gain valuable tips for building rapport and trust between offshore teams and clients, crucial for fostering long-term partnerships and success. Learn about the importance of feedback processes in optimizing outsourcing outcomes, and discover best practices for providing constructive feedback across geographical boundaries. Uncover key differentiation factors that set successful outsourcing firms apart, and gain actionable advice for enhancing your own offshore operations strategy.   Reach out to Bhavesh at [email protected] or visit their website at https://thewindystreet.com/

Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In this episode, you will be able to:   Gain insights into the nuanced challenges of managing diverse teams in the accounting profession, from junior staff to senior members, and adapting communication styles accordingly. Understand how Google navigated the shift to virtual work during the COVID-19 pandemic, including changes in workplace culture and the utilization of collaborative spaces. Explore the importance of work-life balance and the process of taking extended time off, delving into strategies for planning, negotiation, and maintaining team productivity during absence. Discover the power of humor and transparency in addressing both the positive and negative aspects of the accounting profession. Learn practical tips for embracing technological tools like digital whiteboards to enhance collaboration, especially in remote or hybrid work environments, and how these tools can bridge generational gaps in the workplace.   Reach out to Mike on LinkedIn or visit www.mikefromaccounting.com! Podbean: https://businessbeyondborders.podbean.com Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518 Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Youtube: www.youtube.com/@businessbeyondborders-laurence

Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to: Gain insights into the evolution of outsourcing in the accounting industry, from traditional models to innovative approaches. Understand the unique benefits of recruiting talent from South Africa for accounting firms. Learn about the challenges and opportunities firms face in implementing digital transformation and embracing new technologies. Discover strategies for overcoming common obstacles in talent acquisition and development. Explore the role of the accounting profession in driving global governance and addressing environmental and social concerns. Reach out to Darren on LinkedIn or visit their website at www.makosi.com!   Podbean: https://businessbeyondborders.podbean.com Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518 Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Youtube: www.youtube.com/@businessbeyondborders-laurence

Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this episode, you will be able to: Discover actionable steps to transition your CPA firm towards a 40-hour workweek, without sacrificing revenue or client satisfaction. Learn the importance of focusing on value creation, pricing strategies, and efficiency to achieve a healthier work-life balance for yourself and your team. Explore the mindset shifts needed to overcome common challenges such as fear of niching and reluctance to prune client rosters. Gain insights into the impact of this transition on the accounting profession, making it more attractive and sustainable for professionals at all levels. Access valuable resources like Geraldine Carter's five-day email course and podcast to further explore and implement these transformative concepts in your firm. Reach out to Geraldine at www.geraldinecarter.com!   Podbean: https://businessbeyondborders.podbean.com Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518 Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Youtube: www.youtube.com/@businessbeyondborders-laurence