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 tdemayo@pkfod.com if you’d like to discuss collaboration or client support.

#BusinessBeyondBorders #AIinAccounting #DigitalTransformation #CPAFirmStrategy #ClientAdvisory

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

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 lwhittam@csuiteimpact.com for a tailored risk assessment.

Listen now wherever you get your podcasts!

#BusinessBeyondBorders #HIREAct #OutsourcingStrategy #CPAInsights #GlobalWorkforce

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

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

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

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

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

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

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

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

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

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

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

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

In this episode, you will be able to:

1. Understand the 7216 disclosure rules and why they matter
2. Learn how to roll out engagement letters effectively
3. Discover best practices for managing client data securely
4. Navigate client objections and concerns with confidence
5. 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 lwhittam@csuiteimpact.com today. 

In this episode, you will be able to:

1. Understand the role of private equity in driving growth and how firms like Citrin Cooperman have successfully navigated PE-backed transformations.
2. Identify key strategies for preparing your firm for M&A or private equity deals, including operational and cultural readiness.
3. Explore the benefits of offshoring as a tool to improve staff retention, enhance efficiency, and boost profitability.
4. Learn how to position your firm as a platform for growth, with insights into what makes a firm attractive to PE investors.
5. 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

In this episode, you will be able to:

1. Understand the groundbreaking Citrin Cooperman deal and its validation of private equity in accounting.
2. Learn how staffing challenges influence M&A decisions and strategies for overcoming them.
3. Explore the impact of offshore talent on firm valuations and operational success.
4. Gain insight into transitioning from the partnership model to a corporate model in accounting firms.
5. Anticipate future trends in M&A and private equity within the profession.

Tune in now!

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!

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, you will be able to:

1. Discover the benefits of nearshoring to Latin America for accounting firms.
2. Understand the key differences between outsourcing in Latin America versus regions like India and the Philippines.
3. Learn how to align outsourcing strategies with your firm's long-term goals.
4. Explore the nuances of cultural and leadership dynamics when working with Latin American teams.
5. 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 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 aparikh@accuedgeinc.com to learn more about offshoring strategies for your firm!

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 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 david@bbconsultantsllc.com or visit their website at businessbenefitsconsultants.com!

In this episode, you will be able to:

1. Understand the importance of fostering compassionate business practices.
2. Learn how to create a balanced environment between quantitative performance and qualitative human connection.
3. Gain insights into retaining and motivating talent in virtual and global teams.
4. Explore strategies to support employees’ emotional and mental needs.
5. Discover the impact of a compassionate work culture on employee loyalty and business success.

Don't miss this insightful conversation with Bruno Roque Cignacco!

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 karl@bakercfoadvisory.com.

• 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, 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!

• 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 caleb@rljfinancial.com for any follow-up questions.

In this episode, you will be able to:

1. Identify key opportunities within your client base for leveraging tax incentives.
2. Discover how to seamlessly integrate R&D tax credits into your service offerings.
3. Explore flexible partnership models for expanding your firm’s advisory capabilities.
4. Understand the financial benchmarks that indicate a company’s eligibility for tax incentives.
5. 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 bcarroll@leyton.com.

1. Discover how Amalgam can integrate various data systems into a single platform for improved efficiency.
2. Learn about specific use cases where Amalgam has significantly reduced manual work for accounting professionals.
3. Understand the potential time and cost savings that can be achieved by adopting Amalgam’s technology.
4. Gain insights into the challenges and strategies for implementing new technologies within your firm.
5. 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.

1. Learn how to build a tax-planning-centric CPA firm that stands out from the competition.
2. Discover the keys to developing scalable and standardized processes for consistent service delivery.
3. Understand how to integrate offshore teams effectively for both routine and complex tasks.
4. Gain strategies for retaining clients by offering proactive and value-driven advisory services.
5. Explore how to innovate within your firm by adopting best practices from outside the accounting industry.

Connect with Dan at www.nthdegreecpas.com!

1. Understand the crucial role of cybersecurity for CPA firms and how it impacts both the firm and its clients.
2. Learn the benefits of having a fractional Chief Information Security Officer (CISO) to provide expert guidance on cybersecurity measures.
3. Gain insights into basic cyber hygiene practices that prevent common security incidents, such as patching systems and enabling multi-factor authentication.
4. Explore strategies for integrating cybersecurity into your overall business risk management to ensure business resiliency in the face of cyber threats.
5. 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.

1. Learn how to seamlessly integrate outsourcing partners into your firm's culture and operations.
2. Discover strategies to improve communication and transparency with your outsourcing partners, addressing common challenges.
3. Gain insights into creating thorough and effective onboarding processes for both new hires and outsourced teams, ensuring alignment with your firm's practices.
4. Understand how to address and mitigate team concerns about outsourcing, ensuring smooth transitions and buy-in from all levels of your organization.
5. 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 andrew@befreelimited.com.

1. 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.
2. Understand the Importance of Consistent Content: Gain insights into why creating and maintaining consistent content is crucial for building authority and visibility online.
3. 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.
4. Implement Strategic Marketing Techniques: Learn about effective marketing strategies that can help you reach your target audience and convert leads into clients.
5. 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.

1. Understand the importance of regular security training webinars for maintaining a secure tech environment.
2. Learn how to use the AICPA cybersecurity checklist to assess and improve your firm's security posture.
3. Explore the benefits and best practices of hybrid and remote work models for accounting firms.
4. Discover effective strategies for leveraging technology to streamline processes and improve client communication.
5. 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 roman@rightworks.com! For more information and resources, visit the Rightworks website at www.rightworks.com and check the "Resources" section for webinars and other useful materials.

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!

1. Understand the Importance of LinkedIn Outreach: Learn why leveraging LinkedIn is crucial for generating qualified leads and growing your CPA firm.
2. Implement Effective LinkedIn Strategies: Discover step-by-step strategies to set up your LinkedIn profile and use Sales Navigator to target potential clients.
3. Craft Non-Salesy Messages: Get tips on how to create engaging, conversational outreach messages that avoid sounding overly sales-oriented.
4. Identify and Target Your Ideal Clients: Learn how to analyze your current client base and determine your niche to tailor your outreach efforts effectively.
5. 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

1. Understand the Importance of Reconciliation Quality: Learn why high-quality reconciliations are crucial for maintaining accurate financial statements and reducing risk.
2. Identify Common Reconciliation Errors: Discover the most frequent mistakes accounting teams make in the reconciliation process and how to avoid them.
3. Implement Standardized Processes: Gain insights on how to standardize reconciliation procedures to enhance efficiency and consistency across your team.
4. Leverage Technology Effectively: Understand the role of technology in improving reconciliation processes and how to integrate it without compromising quality.
5. 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!

1. Understand the significance of celebrating internal wins within your firm, boosting morale, and enhancing team motivation.
2. Learn practical techniques for showcasing your firm's unique strengths and expertise to attract top talent and stand out in a competitive market.
3. Discover strategies for delivering personalized experiences to clients, avoiding generic interactions, and building stronger client relationships.
4. Explore innovative approaches to leveraging existing client relationships to identify growth opportunities and expand service offerings.
5. Gain insights from real-life examples and success stories, providing actionable advice for improving firm performance and client satisfaction.

Reach out to Barry at blabov@labov.com or visit www.labov.com!

1. Gain insights into effective strategies for managing remote teams, including leveraging technology and setting clear communication protocols.
2. Explore the importance of cultural understanding in outsourcing relationships and learn how to bridge cultural gaps to build stronger connections with remote teams.
3. Discover innovative approaches to fostering employee engagement and satisfaction, such as quarterly perks boxes and regular company-wide updates to enhance the working environment.
4. 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.
5. 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

1. Explore talent acquisition strategies and outsourcing insights in the accounting profession through an in-depth discussion.
2. Discover evolving business models and practical tips for enhanced client service and profitability.
3. Learn about standardized processes for seamless collaboration with offshore teams.
4. Gain actionable insights for fostering innovation and growth within accounting practices.
5. Uncover the keys to success in navigating the evolving landscape of accounting services.

Reach out to Henry on LinkedIn or email him at henry@chromecpa.com!

1. Understand the importance of transparency and integrity in outsourcing relationships, and how these factors can impact the success of global teams.
2. Learn practical strategies for fostering cultural understanding and integration within offshore teams, including addressing cultural differences and fostering a positive team environment.
3. Gain insights into structuring offshore teams effectively, including the roles of lead account managers, account managers, and team structures to enhance communication and collaboration.
4. 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.
5. 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.

1. Understand the cultural nuances and work ethic of South African accounting talent, enabling effective collaboration and feedback processes.
2. Learn strategic insights on division of labor within accounting firms, essential for optimizing outsourcing opportunities and growth.
3. Gain valuable perspective on pricing strategies for outsourcing, emphasizing the importance of aligning costs with chargeable rates for profitability.
4. Explore the benefits of integrating remote resources into a firm's growth strategy, highlighting opportunities to scale and diversify service offerings.
5. 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!

1. Learn how to shift your mindset from traditional accounting to offering CFO and advisory services for small and medium-sized businesses.
2. Discover the key components of the CFO project, including a proven framework for guiding clients towards financial success.
3. Understand the importance of proactive communication and clear, actionable advice in helping business owners navigate their finances.
4. Explore the scalability and revenue potential of offering advisory services as an accountant or small firm.
5. Gain insights into overcoming imposter syndrome and recognizing your expertise in providing valuable guidance to clients.

Reach out to Adam at thecfoproject.com!

1. Learn practical strategies for integrating tax advisory services into your firm's offerings.
2. Discover how innovative software can streamline tax planning processes and boost efficiency.
3. Gain insights into overcoming mindset barriers and embracing a proactive approach to client services.
4. Explore the potential impact of AI and emerging technologies on the future of accounting and financial advisory.
5. 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!

1. Understand the pivotal role of communication in successful outsourcing, and learn practical strategies for fostering effective cross-border collaboration.
2. Explore firsthand experiences and insights from Bhavesh Agarwal on navigating challenges and seizing opportunities in offshore operations.
3. Gain valuable tips for building rapport and trust between offshore teams and clients, crucial for fostering long-term partnerships and success.
4. Learn about the importance of feedback processes in optimizing outsourcing outcomes, and discover best practices for providing constructive feedback across geographical boundaries.
5. 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 bhavesh@windystreet.in or visit their website at https://thewindystreet.com/

1. 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.
2. 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.
3. 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.
4. Discover the power of humor and transparency in addressing both the positive and negative aspects of the accounting profession.
5. 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

1. Gain insights into the evolution of outsourcing in the accounting industry, from traditional models to innovative approaches.
2. Understand the unique benefits of recruiting talent from South Africa for accounting firms.
3. Learn about the challenges and opportunities firms face in implementing digital transformation and embracing new technologies.
4. Discover strategies for overcoming common obstacles in talent acquisition and development.
5. 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

1. Discover actionable steps to transition your CPA firm towards a 40-hour workweek, without sacrificing revenue or client satisfaction.
2. Learn the importance of focusing on value creation, pricing strategies, and efficiency to achieve a healthier work-life balance for yourself and your team.
3. Explore the mindset shifts needed to overcome common challenges such as fear of niching and reluctance to prune client rosters.
4. Gain insights into the impact of this transition on the accounting profession, making it more attractive and sustainable for professionals at all levels.
5. 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

1. Discover actionable insights into various outsourcing engagement models, equipping you with the knowledge to select the right approach for your business needs.
2. Learn strategies to empower your team through effective leadership and a strong organizational culture, fostering growth and productivity in your outsourcing endeavors.
3. Gain valuable tips and solutions to navigate common challenges in outsourcing, ensuring smooth collaboration and successful outcomes for your projects.
4. Explore best practices for optimizing communication channels and operational processes when working with outsourcing partners, enhancing efficiency and effectiveness.
5. Dive into Infinity Globus's innovative talent development programs and discover how they can accelerate your journey towards building a skilled and reliable remote workforce.

Reach out to Vivek at https://www.infinity-globus.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

1. Understand the transformative potential of AI in accounting, including its impact on productivity and efficiency within firms.
2. Explore practical applications of AI in accounting practices, from project management to client communications and beyond.
3. Gain insights into how AI can augment traditional admin tasks, freeing up time for strategic business development and professional growth.
4. Learn about real-world examples of AI implementation, including its role in customer support and its potential to integrate with existing workflow systems.
5. Discover practical steps for getting started with AI, including how to tinker with AI tools and platforms to unlock their full potential for your firm's productivity and innovation.

Reach out to David on LinkedIn or visit their website at  http://www.jetpackworkflow.com  for more insights!

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

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

1. Gain insights into effective strategies for managing and growing global teams within the context of outsourcing.
2. Understand the importance of developing a comprehensive people strategy for long-term success in managing a global workforce.
3. Learn practical tips for integrating offshore teams into your firm's culture and fostering collaboration across different locations.
4. Explore the pitfalls of treating outsourcing as a short-term tactic rather than a long-term strategic investment, and how to avoid them.
5. Discover the critical role of strong leadership in managing global teams and implementing successful outsourcing initiatives.

Reach out to Nick at nick@toaglobal.com for more insights!

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively. 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

1. Understand the evolving landscape of talent acquisition in the accounting profession, including the challenges and opportunities presented by the current pipeline.
2. Explore innovative strategies employed by firms and businesses to address staffing shortages, such as co-sourcing, outsourcing, and offshoring.
3. Gain insights into the role of technology in reshaping accounting workflows and the importance of leveraging international talent pools to enhance efficiency and effectiveness.
4. Learn about the American Institute of Certified Public Accountants (AICPA) initiatives aimed at attracting and retaining talent, including educational reforms and advocacy efforts.
5. Hear firsthand experiences and practical advice from industry leaders on building successful offshore teams, fostering collaboration across borders, and driving value through global workforce integration.

Get in touch with Okorie on LinkedIn! 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

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

1. Understand the importance of transitioning from hourly billing to value-based pricing for increased profitability.
2. Learn practical steps and strategies to effectively communicate value to clients and justify higher fees.
3. Discover the "good, better, best" pricing model as a gradual approach to implementing value-based pricing.
4. Gain insights into reshaping firm culture and reducing workload through strategic pricing and service packaging.
5. Explore the mindset shifts necessary for firm owners to embrace change and achieve long-term success in their businesses.

Get in touch with Loren on LinkedIn or book a consultation at https://BusinessSuccessSolution.com/letstalk! 

Podbean: https://businessbeyondborders.podbean...

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Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474

Youtube: www.youtube.com/@businessbeyondborders-laurence

1. Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
2. Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
3. Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
4. Discover how accounting firms can leverage wealth management offerings to enhance client relationships, increase client retention, and attract new talent.
5. Explore the key considerations and steps involved in transitioning from traditional accounting services to a more holistic financial advisory model.

Get in touch with Rory Henry at www.advisror.com or visit Arrowroot Family Office on LinkedIn!

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Youtube: www.youtube.com/@businessbeyondborders-laurence

1. Understand the critical factors for a successful outsourcing relationship, from strategic planning to effective communication.
2. Gain insights into the best practices for preparing your firm for outsourcing, including internal communication and mindset shifts.
3. Learn practical tips for integrating outsourced team members seamlessly into your existing workflow and company culture.
4. Discover common challenges faced by firms when outsourcing and how to overcome them, including the importance of clear expectations and ongoing feedback.
5. Explore the long-term benefits of outsourcing and how it can contribute to your firm's growth and scalability.

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

Reach out to Mike! Visit their website at www.qxglobalgroup.com today!

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Youtube: www.youtube.com/@businessbeyondborders-laurence

1. Discover how Basis is transforming traditional accounting practices through innovative automation technologies.
2. Gain insights into the benefits of integrating automated solutions into accounting workflows, from increased accuracy to time savings.
3. Learn from industry experts about the latest trends and advancements in accounting automation and how they are reshaping the profession.
4. Explore real-world case studies and success stories showcasing the impact of automation on businesses of all sizes.
5. Understand the future outlook for accounting professionals in an increasingly automated world and how to stay ahead in the field.

Reach out to Matt at matt@ofbasis.com or www.getbasis.ai  for more insights!

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

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1.  Discover the power of storytelling in accounting firms and how to effectively communicate your firm's impact.
2. Learn strategies for fostering a culture of belonging and trust among team members.
3. Explore the benefits of flexibility in modern accounting practices and how to implement it effectively.
4. Understand the importance of investing in HR and professional development for firm success.
5. Gain actionable insights to transform your firm's culture and drive growth in today's dynamic environment.

Reach out to Joey at www.joeyhavens.com for more insights!

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

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Youtube: www.youtube.com/@businessbeyondborders-laurence

• 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.
• Learn about the critical elements of a robust recruiting, onboarding, and training program for offshore teams to ensure seamless integration and performance.
• Discover best practices for quality management and performance evaluation in offshore operations, including setting clear expectations and implementing effective controls.
• Explore innovative approaches to attracting new talent to the accounting profession, including internships, outreach programs, and emphasizing the exciting opportunities in client advisory services.

Reach out to Kane by visiting www.cohnreznick.com/people/kane-polakoff  for more insights.

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

1. Success stories from professionals who have redefined firm management and work-life balance, offering a blueprint for future-focused practices.
2. Firm Leaders need to keep up with the evolving accounting landscape, aiming to enhance appeal to both clients and talent.
3. Innovative networking and professional development methods that differentiate firms in today’s competitive market.
4. Growth opportunities through mergers, acquisitions, and succession planning, with a lens on adaptability and forward-thinking.
5. The transformation of accounting events from traditional gatherings to platforms promoting inclusivity, forward-thinking, and a balanced approach to professional engagement.

Reach out to Seth by visiting www.accountantsforward.com for more insights.

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

1. Discover Global Staff Connections' growth journey and insights.
2. Learn about the benefits and workings of the staff leasing model.
3. Understand challenges and best practices in recruiting and integrating offshore talent.
4. Explore why the Philippines is a top destination for offshoring.
5. Gain practical strategies for leveraging offshore talent effectively.

Get in contact with Andrew Mendiola by emailing him at andy.mendiola@gscph.com or visiting www.globalstaffconnections.com or www.impactglobaltalent.com today!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

1. Gain valuable insights into key strategies for optimizing operations and driving success within CPA firms.
2. Learn practical techniques for identifying and addressing skill gaps, technology needs, and operational inefficiencies.
3. Understand the importance of aligning executive performance metrics with overall business goals and how to implement effective measurement frameworks.
4. Explore the significance of strategic partnerships in fostering growth and enhancing organizational effectiveness.
5. Acquire actionable tips and best practices for implementing changes and improvements within your organization to achieve sustainable success in the competitive landscape of CPA firms.

Want to know more about Andrew Ferrigno and Whitman Transition Advisors? Get in contact with Andrew at aferrigno@whitmantransition.com or visit their website at www.whitmantransition.com!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

1. Insights into cultural dynamics when outsourcing to India and South America.
2. Key considerations for firms, such as communication styles and team bonding activities.
3. Understanding challenges like hardware procurement and technical skills testing.
4. Discovering available talent in South America for finance and accounting roles.
5. Best practices for successful outsourcing, including clear job descriptions and cultural alignment.

Want to know more about Vintti? Visit their website at www.vintti.com!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

1. Discover effective leadership strategies for diverse, remote, and international teams.
2. Learn how to provide comprehensive training beyond technical skills.
3. Understand the importance of building strong relationships with team members.
4. Explore methods for navigating cultural differences and managing international teams.
5. Learn to create a supportive work environment that empowers employees to excel.

Need executive coaching? Get in contact with John Fenton by emailing him at john@johnfenton.com or visiting www.johnjfenton.com today!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

2. Emphasize clear communication: Recognize the role of effective communication in bridging cultural divides between outsourcing partners and clients.

3. Standardize processes: Implement process-driven approaches to boost efficiency and foster successful outsourcing collaborations.

4. Optimize time zone disparities: Increase productivity by leveraging time zone differences for extended work hours and seamless team collaboration.

5. Embrace cultural diversity: Recognize the value of cultural awareness in outsourcing partnerships, fostering inclusivity and understanding across diverse backgrounds and traditions.

Want to know more about what Unison Globus can do for you? Get in contact with Hardik Shah by emailing him at hardik.c@unisonglobus.com or visit www.unisonglobus.com!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

In this episode, you will be able to:

1. Understand challenges and benefits of technology adoption in accounting firms.
2. Learn strategies for integrating offshoring and outsourcing effectively.
3. Explore the role of leadership in driving innovation and operational improvements.
4. Discover methods for measuring success and setting KPIs in technology implementations.
5. Obtain actionable advice for structuring investments and prioritizing initiatives.

Get in touch with David Kells by emailing him at dkells@whitmantransition.com or visiting www.whitmantransition.com today!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

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 podcast is your resource to elevate your practice. Join me on this exciting journey, and let's explore the limitless possibilities that lie Beyond Borders.