Shows
Business Beyond Borders: Impactful Insights for CPAs62 - What Culture Really Takes: Inside Firms Managing Remote and Offshore Talent with Randy CrabtreeHow 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 o...2025-06-2727 min
Business Beyond Borders: Impactful Insights for CPAs61 - Inside the Offshore Shift: Lessons from a CPA Who Did It DifferentlyWhat 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...2025-06-1923 min
Business Beyond Borders: Impactful Insights for CPAs60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer LenzIs 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 o...2025-05-1628 min
Business Beyond Borders: Impactful Insights for CPAs59 - What No One Tells You About Cultural Gaps in OutsourcingStruggling 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 d...2025-05-0817 min
Business Beyond Borders: Impactful Insights for CPAs58 - Helping Clients Choose: Growth, Niche, or Exit with Christine NicholsonIs 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
• Di...2025-05-0232 min
Business Beyond Borders: Impactful Insights for CPAs57 - Before You Outsource: How to Align Your Firm and Eliminate ResistanceFacing 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 o...2025-04-2420 min
Accounting Answers PodcastAccountants Unveiled: More Than Just Financial ExpertsEp: 35 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Laurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global readinessLeo Ebbert | at CPADigitalPro, using digital marketing to recruit top...2025-04-2209 minAccounting Answers PodcastAccountants Unveiled: More Than Just Financial ExpertsEp: 35 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Laurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global readinessLeo Ebbert | at CPADigitalPro, using digital marketing to recruit top...2025-04-2209 min
Business Beyond Borders: Impactful Insights for CPAs56 - What Every CPA Firm Needs to Know About Operational StrategyAre 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...2025-04-0332 min
Business Beyond Borders: Impactful Insights for CPAs55 - The Talent Flood: How Senior Accountants Are Shaping the Job MarketThinking 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
...2025-03-2726 min
Business Beyond Borders: Impactful Insights for CPAs54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve PerkinsIs 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 w...2025-03-0632 min
Business Beyond Borders: Impactful Insights for CPAs53 - Are You Secretly Non-Compliant? 7216 Rules ExplainedThink 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 wit...2025-02-1316 min
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessLaurence Whittam: Outsourcing Readiness Assessment & Best PracticesShow Summary: In this episode of Grow My Accounting Practice, Laurence Whittam joins the show to discuss the essential steps firms should take before diving into outsourcing. He highlights the importance of conducting an outsourcing readiness assessment to ensure firms are fully prepared for the transition. Laurence explores key considerations, such as evaluating internal workflows, defining clear objectives, and understanding the different staffing models available, including outsourcing, offshoring, and nearshoring. By assessing their firm’s specific needs, accounting professionals can make informed decisions that align with their long-term goals. Laurence also sheds light on common pi...2025-01-3038 min
Business Beyond Borders: Impactful Insights for CPAs52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David KellsIn 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 cul...2025-01-2420 min
Business Beyond Borders: Impactful Insights for CPAs51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry PutneyDiscover 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 int...2025-01-1622 min
Business Beyond Borders: Impactful Insights for CPAs50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-SauttersStruggling 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 e...2025-01-0933 min
Business Beyond Borders: Impactful Insights for CPAs49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley PlattTune 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.2024-12-1233 minAccounting Answers PodcastThe Next Accounting Revolution: the Top Trends to WatchEp: 15 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Influencers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and...2024-12-0312 minAccounting Answers PodcastThe Next Accounting Revolution: the Top Trends to WatchEp: 15 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Influencers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and...2024-12-0312 min
Business Beyond Borders: Impactful Insights for CPAs48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan QuirkIn 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.
E...2024-11-1528 min
Business Beyond Borders: Impactful Insights for CPAs47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha ParikhIn 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 eff...2024-11-0724 min
Business Beyond Borders: Impactful Insights for CPAs46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff PanikIn 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 m...2024-10-3117 min
Business Beyond Borders: Impactful Insights for CPAs45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David PodellIn 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 a...2024-10-1722 min
Business Beyond Borders: Impactful Insights for CPAs44 - How Compassionate Business Practices Drive Success with Dr. Bruno Roque CignaccoIn 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 emp...2024-10-1029 min
Business Beyond Borders: Impactful Insights for CPAs43 - Scaling CFO Advisory From Audit Expertise to Leadership with Karl BakerJoin 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 e...2024-10-0325 min
Business Beyond Borders: Impactful Insights for CPAs42 - Streamlining Success: Automating Accounting Practices with Wesley HartmanJoin 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 i...2024-09-2635 min
Business Beyond Borders: Impactful Insights for CPAs41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara SharpIn 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 h...2024-09-1922 min
Business Beyond Borders: Impactful Insights for CPAs40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins 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...2024-09-1000 min
Transforming: Tales of Business EvolutionBoosting firm capabilities with offshoringAre you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshoring models, practical implementation steps, process efficiencies, strategies for driving client growth and more. Discover how to transform your business with the PCPS Outsourcing Toolkit for CPA Firms. Connect with our guest Laurence Whittam via LinkedIn. This is a podcast from...2024-09-061h 01Transforming: Tales of Business EvolutionBoosting firm capabilities with offshoringAre you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshoring models, practical implementation steps, process efficiencies, strategies for driving client growth and more. Discover how to transform your business with the PCPS Outsourcing Toolkit for CPA Firms. Connect with our guest Laurence Whittam via LinkedIn. This is a podcast from...2024-09-061h 01
Business Beyond Borders: Impactful Insights for CPAs39 - Enhancing Client Value Through Strategic Tax Incentives with Brandon CarrollDive 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 finan...2024-08-2925 min
Business Beyond Borders: Impactful Insights for CPAs38 - Maximizing Efficiency with Amalgam Transforming Accounting Firms with Joe ManganelliJoin 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 ac...2024-08-2220 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsTalent Crunch!? This Guy Has 500 Accounting Candidates Ready for HireIn this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm. They explore criteria, best practices, and the importance of building strong relationships with team members. Tune in to gain insights on how to effectively integrate outsourced teams and enhance your fi...2024-08-1528 min
Accounting Answers PodcastNavigating the Numbers: Tech Innovations for AccountancyEp: 108 Top experts answer: "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global...2024-08-1513 min
Business Beyond Borders: Impactful Insights for CPAs37 - Building Scalable CPA Firms Through Tax Planning, Offshore Teams, and Client Retention with Dan NicholsonJoin 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 t...2024-08-1420 min
Business Beyond Borders: Impactful Insights for CPAs36 - Cybersecurity Essentials for CPA Firms: Strategies and Best Practices with Terry ZiemniakJoin 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 y...2024-08-0724 min
Business Beyond Borders: Impactful Insights for CPAs35 - Building Effective Partnerships: Navigating Outsourcing in the Accounting Industry with Andrew GarveyJoin 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...2024-07-2330 min
Business Beyond Borders: Impactful Insights for CPAs34 - Mastering Social Media and Strategic Marketing for Accounting Firms with Alyssa DillonIn 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 "...2024-07-1630 minAccounting Answers PodcastThe Future of Accounting: Predictions in UncertaintyEp: 97 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and...2024-07-1615 minAccounting Answers PodcastThe Future of Accounting: Predictions in UncertaintyEp: 97 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and...2024-07-1615 min
Business Beyond Borders: Impactful Insights for CPAs33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman KepczykJoin 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 l...2024-07-1043 min
Business Beyond Borders: Impactful Insights for CPAs32 - Enhancing Firm Security and Efficiency: Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman KepczykJoin 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...2024-07-1043 min
Business Beyond Borders: Impactful Insights for CPAs32 - Outsourcing Success: A July 4th Special with Laurence WhittamCelebrate 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!
2024-07-0421 min
Business Beyond Borders: Impactful Insights for CPAs31 - Unlocking Growth Potential: Strategic LinkedIn Outreach for CPA Firms with James DonovanJoin 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 N...2024-06-0626 min
Business Beyond Borders: Impactful Insights for CPAs30 - Enhancing Accounting Excellence: Standardizing Processes for Success with Shana CooperJoin 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 P...2024-05-2926 min
Business Beyond Borders: Impactful Insights for CPAs29 - Celebrating Wins, Attracting Talent, and Delighting Clients with Barry LabovUnlock 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 i...2024-05-2129 minAccounting Answers PodcastThe Next Generation Accountants: Entering a New WorldEp: 55 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Laurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global readinessLeo Ebbert | at CPADigitalPro, using digital marketing to...2024-05-1710 minAccounting Answers PodcastThe Next Generation Accountants: Entering a New WorldEp: 55 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Laurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global readinessLeo Ebbert | at CPADigitalPro, using digital marketing to...2024-05-1710 min
Business Beyond Borders: Impactful Insights for CPAs28 - Navigating Remote Team Management and Cultural Integration in Outsourcing with Gavin and RodelExplore 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...2024-05-0737 min
Business Beyond Borders: Impactful Insights for CPAs27 - Attracting Talent and Streamlining Operations: A Deep Dive into Accounting Entrepreneurship with Henry HuieEmbark 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 a...2024-05-0230 min
Business Beyond Borders: Impactful Insights for CPAs26 - Navigating Offshore Success: Strategies for Global Team Integration with Holly Clawson
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...2024-04-3032 min
Business Beyond Borders: Impactful Insights for CPAs25 - Navigating Global Accounting Talent and Outsourcing Strategies with Bruce Ditman
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...2024-04-2528 min
Business Beyond Borders: Impactful Insights for CPAs24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam LeanJoin 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 p...2024-04-2323 minAccounting Answers PodcastAccountants Unveiled: More Than Just Financial ExpertsEp: 35 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Laurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global readinessLeo Ebbert | at CPADigitalPro, using digital marketing to recruit top...2024-04-1909 minAccounting Answers PodcastAccountants Unveiled: More Than Just Financial ExpertsEp: 35 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Laurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and ensuring global readinessLeo Ebbert | at CPADigitalPro, using digital marketing to recruit top...2024-04-1909 min
Business Beyond Borders: Impactful Insights for CPAs23 - Revolutionizing Tax Advisory: Transforming Firms for the Future with Jackie MayerJoin 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...2024-04-1821 min
Business Beyond Borders: Impactful Insights for CPAs22 - Optimizing Offshore Operations: Strategies for Effective Communication and Integration with Bhavesh AgarwalJoin 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 t...2024-04-1638 min
Business Beyond Borders: Impactful Insights for CPAs21 - Navigating Management, Work-Life Harmony, and the Changing Landscape of Accounting with Mike ManalacJoin 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 i...2024-04-1142 min
Business Beyond Borders: Impactful Insights for CPAs20 - Revolutionizing Accounting: Exploring Outsourcing, Innovation, and Future Trends with Darren IsaacsJoin 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...2024-04-1027 min
Business Beyond Borders: Impactful Insights for CPAs19 - Maximizing Value: Transitioning to a 40-Hour Work Week in Accounting with Geraldine CarterJoin 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.
...2024-04-0426 min
Business Strategy for CPA's290 [Hire Well] Onshore Hiring Done Well for AccountantsLearn more about PEAK FREEDOM Accountants run into many hiring and staffing-related challenges. You want to know:Which role to fill nextWhere to find talentIf it’s time to go offshoreHow to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire ca...2024-04-0329 min
Business Beyond Borders: Impactful Insights for CPAs18 - Expert Insights, Leadership Strategies, and Innovative Solutions for Seamless Collaboration with Vivek ShahElevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to:
Discover actionable insights into various outsourcing engagement models, equipping you with the knowledge to select the right approach for your business needs.
Learn strategies to empower your team through effective leadership and a strong organizational culture, fostering growth and productivity in your outsourcing endeavors.
Gain valuable tips and solutions to navigate common challenges in outsourcing, ensuring smooth collaboration and successful ou...2024-04-0230 min
Business Beyond Borders: Impactful Insights for CPAs17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David CristelloIn this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to:
Understand the transformative potential of AI in accounting, including its impact on productivity and efficiency within firms.
Explore practical applications of AI in accounting practices, from project management to client communications and beyond.
Gain insights into how AI can augment traditional admin tasks, freeing up t...2024-03-2831 min
Business Beyond Borders: Impactful Insights for CPAs16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick SinclairJoin us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to:
Gain insights into effective strategies for managing and growing global teams within the context of outsourcing.
Understand the importance of developing a comprehensive people strategy for long-term success in managing a global workforce.
Learn practical tips for integrating offshore teams into your firm's culture and fostering collaboration across different locations.
Explore t...2024-03-2630 minAccounting Answers PodcastThe Next Accounting Revolution: the Top Trends to WatchEp: 15 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Influencers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and...2024-03-2212 minAccounting Answers PodcastThe Next Accounting Revolution: the Top Trends to WatchEp: 15 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Influencers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Wayne Schmidt | Launched Xero Australia in 2009 and now a digital nomadLaurence Whittam | Consultant enhancing CPA firms' outsourcing efficiency and...2024-03-2212 min
Business Beyond Borders: Impactful Insights for CPAs15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie RamseyJoin Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to:
Understand the evolving landscape of talent acquisition in the accounting profession, including the challenges and opportunities presented by the current pipeline.
Explore innovative strategies employed by firms and businesses to address staffing shortages, such as co-sourcing, outsourcing, and offshoring.
Gain insights into the role of technology in reshaping accounting workflows...2024-03-2130 min
Building the Premier Accounting FirmThe Evolution of Outsourcing in Accounting w/ Laurence WhittamWelcome to another episode of the Building the Premier Accounting Firm podcast, where we dive into the trends and transformations bookkeeping, tax and advisory business owners need to know. Today, we’re joined by Laurence Whittam, the Chief Outsourcing Officer at Impact Global Solutions, who brings a decade of rich experience in the outsourcing industry, focusing on accounting firms in the US. Main Themes: Evolution of Outsourcing Mindset: Laurence shares his observations on how the perception of outsourcing has changed from resistance to acceptance over the years. He discusses the shift from having to...2024-03-2048 min
Business Beyond Borders: Impactful Insights for CPAs14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based PricingJoin us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to:
Understand the importance of transitioning from hourly billing to value-based pricing for increased profitability.
Learn practical steps and strategies to effectively communicate value to clients and justify higher fees.
Discover the "good, better, best" pricing model as a gradual approach to implementing value-based pricing.
Gain insights into reshaping firm culture and reducing...2024-03-1927 minBuilding the Premier Accounting FirmThis Week on BPAF : Laurence WhittamJoin us this Wednesday for a new episode where Roger discusses outsourcing with Laurence Whittam. 2024-03-1800 min
Business Beyond Borders: Impactful Insights for CPAs13 - Transforming Accounting Firms through Wealth Management Integration with Rory HenryJoin us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to:
Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
Discover how accounting fi...2024-03-1431 min
Business Beyond Borders: Impactful Insights for CPAs12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike WaltonJoin us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to:
Understand the critical factors for a successful outsourcing relationship, from strategic planning to effective communication.
Gain insights into the best practices for preparing your firm for outsourcing, including internal communication and mindset shifts.
Learn practical tips for integrating outsourced team members seamlessly into your existing workflow...2024-03-1340 min
Business Beyond Borders: Impactful Insights for CPAs11 - Revolutionizing Accounting: The Future of Automation with BasisDive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to:
Discover how Basis is transforming traditional accounting practices through innovative automation technologies.
Gain insights into the benefits of integrating automated solutions into accounting workflows, from increased accuracy to time savings.
Learn from industry experts about the latest trends and advancements in accounting automation and how they are reshaping the profession.
E...2024-03-0732 min
Business Beyond Borders: Impactful Insights for CPAs10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey HavensJoin us in this episode as we delve into the power of storytelling fostering belonging, embracing flexibility, and investing in HR for success with Joey Havens, a seasoned author, consultant, and retired partner from HORNE LLP. Tune in for actionable insights to revolutionize your firm's approach and thrive in today's ever-evolving landscape. In this episode, you will be able to:
Discover the power of storytelling in accounting firms and how to effectively communicate your firm's impact.
Learn strategies for fostering a culture of belonging and trust among team members.
Explore the benefits of flexibility in modern accounting practices a...2024-03-0529 min
Business Beyond Borders: Impactful Insights for CPAs09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane PolakoffJoin us as Kane Polakoff, Principal, Client Advisory Services Practice Leader of CohnReznick LLP delves deep into the offshore accounting realm, unraveling the intricate threads of success. From cultivating robust leadership to honing recruitment practices and ensuring top-notch quality management. Gain invaluable insights and expert advice on building a resilient and prosperous firm in today's dynamic world. This episode will offer insights into:
Understand the various outsourcing models available for firms, including BPO, captive, and staffing solutions.
Gain insights into the importance of leadership in offshore operations and how to establish a strong foundation for success.
Le...2024-02-2934 min
Business Beyond Borders: Impactful Insights for CPAs08 - Navigating the Accounting Event Landscape: A Deep Dive into Professional Growth Opportunities with Seth FinebergJoin us for an enlightening episode as we tackle the pressing questions that leaders in accounting firms must address to make their organizations more attractive. Our guest, Seth Fineberg, Founder of Accountants Forward, discusses the essential shifts needed within the profession, focusing on a culture shift, innovative networking, growth strategies, and a LIFE-WORK Balance. This episode will offer insights into:
Success stories from professionals who have redefined firm management and work-life balance, offering a blueprint for future-focused practices.
Firm Leaders need to keep up with the evolving accounting landscape, aiming to enhance appeal to both clients and...2024-02-2746 min
Business Beyond Borders: Impactful Insights for CPAs07 - Navigating Staff Leasing and Offshoring: Insights from Global Staff Connections with Andrew MendiolaJoin us in another insightful episode as we delve deeper into the world of staff leasing and offshoring. Our guest, Andrew Mendiola, Managing Director of Global Staff Connections, sheds light on benefits, challenges, and strategies for effective offshore talent utilization. In this episode, you will be able to:
Discover Global Staff Connections' growth journey and insights.
Learn about the benefits and workings of the staff leasing model.
Understand challenges and best practices in recruiting and integrating offshore talent.
Explore why the Philippines is a top destination for offshoring.
Gain practical strategies for leveraging offshore talent effectively.
Get...2024-02-2223 min
Big Thinker Universe PodcastLaurence WhittamLaurence Whittam stands as a highly regarded Outsourcing Mentor, Advisor, and Strategist, with a significant impact in his role as the Founder and Managing Director of Impact Global Solutions. Focused on integrating offshore Tax, Accounting, and Audit resources into U.S. CPA firms, Laurence has successfully navigated diverse regions such as the Philippines, USA, South America, India, and South Africa, effectively addressing domestic talent shortages and maximizing profits.
https://www.linkedin.com/in/laurencewhittam
⭐Cash Flow Club⭐
The Global Wellness HQ Podcast is proudly sponsored by Cash Flow Club.
In Cash Flow Club, we share strategies and...2024-02-2044 min
Business Beyond Borders: Impactful Insights for CPAs06 - Optimizing Operations: Strategies for Success in CPA Firms with Andrew FerrignoJoin us in another insightful episode as we delve deeper the intricacies of optimizing operations within CPA firms, featuring insightful discussions with industry experts. Our guest, Andrew Ferrigno, Managing Director, Whitman Transition Advisors LLC, shares expert strategies and essential tips for addressing skill gaps, leveraging technology effectively, and more! In this episode, you will be able to:
Gain valuable insights into key strategies for optimizing operations and driving success within CPA firms.
Learn practical techniques for identifying and addressing skill gaps, technology needs, and operational inefficiencies.
Understand the importance of aligning executive performance metrics with overall business goals...2024-02-2023 min
Business Beyond Borders: Impactful Insights for CPAs05 - Unlocking Success: Insider Tips for Outsourcing in South America with Agustin MorroneJoin us in another insightful episode as we delve deeper into the secrets to successful outsourcing in South America. Our guest, Agustin Morrone, Co-Founder & VP of Growth, Vintti, shares expert strategies and essential tips for maximizing efficiency and finding top talent. In this episode, you will be able to:
Insights into cultural dynamics when outsourcing to India and South America.
Key considerations for firms, such as communication styles and team bonding activities.
Understanding challenges like hardware procurement and technical skills testing.
Discovering available talent in South America for finance and accounting roles.
Best practices for successful outsourcing, including...2024-02-1536 min
Business Beyond Borders: Impactful Insights for CPAs04 - Navigating Training, Engagement, and Culture in Today's Global Workplace with John FentonJoin us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, John Fenton, Founder and CEO of John J Fenton Executive Coaching, sheds light on diverse, remote, and international teams. In this episode, you will be able to:
Discover effective leadership strategies for diverse, remote, and international teams.
Learn how to provide comprehensive training beyond technical skills.
Understand the importance of building strong relationships with team members.
Explore methods for navigating cultural differences and managing international teams.
Learn to create a supportive work environment that empowers employees to excel.
Need...2024-02-1343 min
Business Beyond Borders: Impactful Insights for CPAs03 - Global Collaboration: Navigating Outsourcing Dynamics with Hardik ShahJoin us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, Hardik Shah, Associate Director of Unison Globus, sheds light on overcoming talent retention challenges, prioritizing effective communication, establishing standardized processes, maximizing productivity through time zone differences, and embracing cultural diversity. In this episode, you will be able to:
1. Improve talent retention: Utilize training programs like the Equant Academy to tackle talent retention issues in outsourcing firms.
2. Emphasize clear communication: Recognize the role of effective communication in bridging cultural divides between outsourcing partners and clients.
3. Standardize...2024-02-0832 min
Business Beyond Borders: Impactful Insights for CPAs02 - Modernizing Accounting: Strategies for Growth and Efficiency with David KellsIn today's episode of "Business Beyond Borders: Impactful Insights for CPAs," we delve into the world of modernizing accounting with David Kells, Managing Director of Whitman Transition Advisors. Join us as we explore strategies for growth and efficiency in accounting practices, discussing key insights and actionable steps to stay ahead in a rapidly evolving industry.
In this episode, you will be able to:
Understand challenges and benefits of technology adoption in accounting firms.
Learn strategies for integrating offshoring and outsourcing effectively.
Explore the role of leadership in driving innovation and operational improvements.
Discover methods for measuring...2024-02-0635 minBusiness Beyond Borders: Impactful Insights for CPAs01 - IntroductionWelcome to the first episode of "Business Beyond Borders," the essential podcast for CPA firms navigating the intricacies of staffing challenges. I'm Laurence Whittam, your experienced host, ready to guide you through the evolving landscape of outsourcing and offshoring. With over a decade of expertise, having worked closely with 500+ CPA firms, I bring insights tailored to transform your business.
In each 15-20 minute weekly episode, we delve into actionable strategies, sharing practical advice on attracting and retaining talent while effectively navigating diverse cultures. Whether you're a sole proprietor or part of a larger firm, this p...2024-02-0506 min
AFO|Wealth Management ForwardHow to Maximize Efficiency with Global TeamsIn this episode, Rory sits down with Laurence Whittam, the Managing Director at Impact Global Solutions, a strategic outsourcing advisory firm. Discover how Laurence is helping firms maximize efficiency through global teams. Listen as they discuss the staffing shortage challenges CPA firms face and how these firms are tackling the problem through the increased adoption of outsourcing. Learn about best practices for embracing alternative staffing solutions, both domestically and internationally and hear about the latest trends in M&A activity in the accounting profession. Find out why it's vital to take a strategic approach and understand the need for...2024-01-1831 minGrow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessLaurence Whittam: Optimizing Outsourcing/OffshoringShow Summary In this episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Laurence Whittam, the Founder and Managing Director of Impact Global Solutions. With extensive expertise in outsourcing, specifically tailored for accountants and businesses seeking to optimize their client management processes, Laurence shared valuable insights and experiences. The discussion begins by delving into the origins of Impact Global Solutions and its fundamental mission. Laurence shed light on why he founded the company, underlining the drive to create a platform that simplifies and enhances outsourcing for businesses, especially in the...2023-09-2133 min
Live & Linking with Ashley LeedsEpisode 68: Outsourcing help and support with Laurence WhittamHere’s Episode 68 of my podcast series taken from my 89th 15 Minutes for Accountants & Bookkeepers LinkedIn Live Show which aired on LinkedIn on 6th September 2023.
If you've been following my LinkedIn Live shows, you know that I dive deep into the world of accounting, meeting remarkable business owners who share their unique stories and insights.
This week My guest is a guy from New Jersey, Laurence Whittam and we spoke about offshoring and outsourcing too and all the other options to help our Accountants & Bookkeepers.
Over the last decade Laurence has...2023-09-0832 min
The Lawyer's EdgeLaurence Whittam | How to Prioritize Your People While Cutting Expenses in a Turbulent MarketLaurence Whittam is a Business Advisor with Anchin, regarded as one of the “best of the best” accounting firms in the country. He is also a Profit Enhancement Leader for CostMarc, a consulting group affiliate of Anchin. Fresh out of college, Laurence was chosen to launch the American subsidiary of a UK firm, growing the company from a startup to a thriving business with $2 million in annual revenue in just five years. Since then, he has worked with over 250 professional service firms and has produced yearly savings of over $7.5 million across his clients. Laurence is an authority on wh...2020-09-1542 min
George The Tech’s Performer Friendly PodcastVOBS-Ep_122_Keythe Farley 5/7/18Voice character acting is a growth industry in the animation and gaming industry. Keythe Farley is an actor, voice actor, casting director and voice director with a long list of notable credits.
Keythe has also written for, produced and/or voice-directed episodes of Rugrats, As Told by Ginger and The Wild Thornberries. Keythe is also the co-author of Bat Boy: The Musical (with Brian Flemming and Laurence O'Keefe) which was the recipient of the 2001 Outer Critics Circle and Lucille Lortel Awards for Best Off-Broadway Musical.
With all that talent and experience, Keythe knows more about...2018-05-081h 33George The Tech’s Performer Friendly PodcastVOBS-Ep 122 Keythe Farley 05/07/18oice character acting is a growth industry in the animation and gaming industry. Keythe Farley is an actor, voice actor, casting director and voice director with a long list of notable credits.
Keythe has also written for, produced and/or voice-directed episodes of Rugrats, As Told by Ginger and The Wild Thornberries. Keythe is also the co-author of Bat Boy: The Musical (with Brian Flemming and Laurence O'Keefe) which was the recipient of the 2001 Outer Critics Circle and Lucille Lortel Awards for Best Off-Broadway Musical.
With all that talent and experience, Keythe knows more about...2018-05-081h 33