Business Beyond Borders: Impactful Insights for CPAs

Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to: Gain insights into the evolution of outsourcing in t...

Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this episode, you will be able to: Discover actionable step...

Elevate 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 appr...

In 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...

Join 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 importan...

Join 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...

Join 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 profita...

Join 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...

Join 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 outsourc...

Dive 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 automati...

Join 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 pow...

Join 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 d...

Join 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 offe...

Join 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 benefit...

Join 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 abl...

Join 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 co...

Join 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...

Join 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 wi...

In 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...

Welcome 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...