Business Beyond Borders: Impactful Insights for CPAs

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients.   In this episode, you will be able to: Learn how defined benefit and cash balance plans can reduce tax liabilities. Discover client profiles that benefit most from ta...

In this episode of Business Beyond Borders, Laurence Whittam welcomes Bruno Roque Cignacco, an expert in compassionate business and international trade. They dive deep into the human side of business, especially within accounting firms.   In this episode, you will be able to: Understand the importance of fostering compassionate business practices. Learn how to create a balanced environment between...

Join us for an insightful episode of Business Beyond Borders featuring Karl Baker, Founder of Baker CFO Advisory. Discover how CFO advisory services are transforming businesses and how audit expertise can lead to successful leadership and scaling of advisory services.   In this episode, you will be able to: Understand the transition from audit to CFO advisory and its benefits for firms Learn key s...

Join us in this insightful episode of Business Beyond Borders as we dive into the world of accounting automation with Wesley Hartman, founder of Automata Practice Development. Wesley shares his journey from engineering to revolutionizing accounting firms with cutting-edge automation strategies. In this episode, you will be able to:   Understand the importance of APIs in automating accounting proce...

In this episode of Business Beyond Borders, Laurence Whittam sits down with Sara Sharp, a specialized attorney in M&A for accounting firms, to delve into the intricacies of 7216 disclosures. They discuss the importance of legal compliance, especially when dealing with outsourcing, and how firms can protect themselves while still navigating the complex legal landscape.   In this episode, you wi...

 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 clo...

Dive into the latest episode of Business Beyond Borders, where host Laurence Whittam and guest Brandon Carroll explore how CPA firms can tap into powerful tax incentives to add value for their clients. This discussion reveals strategies for enhancing your advisory services and staying competitive in today’s market.   In this episode, you will be able to: Identify key opportunities within your clie...

Join Laurence Whittam and Joe Manganelli, Chief Revenue Officer at Amalgam, to discuss the impact of technology on accounting firm efficiency. In this episode, you will be able to: Discover how Amalgam can integrate various data systems into a single platform for improved efficiency. Learn about specific use cases where Amalgam has significantly reduced manual work for accounting professionals. Un...

Join Laurence Whittam as he talks with Dan Nicholson of Nth Degree CPAs on Business Beyond Borders. Tune in to learn how to transform your practice and stay ahead in the evolving accounting landscape. In this episode, you will be able to:   Learn how to build a tax-planning-centric CPA firm that stands out from the competition. Discover the keys to developing scalable and standardized processes fo...

Join Laurence Whittam and Terry Ziemniak in this episode of Business Beyond Borders as they delve into the essential cybersecurity practices for CPA firms. In this episode, you will be able to:   Understand the crucial role of cybersecurity for CPA firms and how it impacts both the firm and its clients. Learn the benefits of having a fractional Chief Information Security Officer (CISO) to provide...

Join Laurence Whittam in the latest episode of "Business Beyond Borders" as he chats with Andrew Garvey from BeFree about the intricacies of outsourcing in the accounting industry. Discover the importance of effective communication, comprehensive onboarding, and treating outsourcing partners as integral parts of the team. In this episode, you will be able to: Learn how to seamlessly integrate outs...

In this episode of "Business Beyond Borders," Laurence Whittam sits down with Alyssa J. Dillon from Money Maker Mastermind. Alyssa shares her journey of helping accounting firm owners achieve significant growth by leveraging social media and strategic marketing. In this episode, you will be able to: Learn How to Leverage Social Media for Growth: Discover the techniques Alyssa uses to help accounti...

Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to:   Understand the importance of regular security training webinars for maintaining a...

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

Join us in this episode of Business Beyond Borders as we explore strategic LinkedIn outreach for CPA firms with guest James Donovan of Nine Two Media. Discover how to effectively set up your LinkedIn profile, identify and target your ideal clients, craft compelling messages, and measure the success of your campaigns. In this episode, you will be able to:   Understand the Importance of LinkedIn Out...

Join us on this episode of Business Beyond Borders as we explore the importance of high-quality reconciliations in accounting. Shana Cooper shares insights on avoiding common reconciliation errors, standardizing processes for efficiency, leveraging technology, and accessing essential training resources to elevate your accounting team's performance. IN this episode, you will be able to:   Understan...

Unlock the secrets to firm success! Join host Laurence Whittam and guest Barry Labov as they delve into strategies for celebrating wins, attracting top talent, delivering personalized client experiences, and maximizing growth opportunities. In this episode, you will be able to:   Understand the significance of celebrating internal wins within your firm, boosting morale, and enhancing team motivati...

Explore the dynamics of remote team management and cultural integration in outsourcing as Gavin Polizzo and Rodel Murillo share insights on fostering collaboration and understanding across borders. From leveraging technology to nurturing relationships, discover key strategies for success in this episode of Business Beyond Borders. In this episode, you will be able to: Gain insights into effective...

Embark on a journey through the dynamic world of talent acquisition and operational refinement within the accounting domain with Henry Huie, founder of CHROME Accounting, LLC. Delve deep into the strategies and insights that drive success in talent sourcing and outsourcing, as Henry shares his wealth of experience and expertise in elevating accounting practices to new heights of efficiency and exc...

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...

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:...

Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:   Learn how to shift your mindset from traditiona...

Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to: Learn practical strategies for integrating tax advisory services into your firm's offerings....

Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. In this episode, you will be able to:   Understand...

Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In this episode, you will be able to:   Gain insights...