Business Beyond Borders: Impactful Insights For CPAs podcast

#Business #Laurence Whittam

43:56

On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

Business Beyond Borders: Impactful Insights for CPAs

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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solutions and how they can revolutionize your firm. - Gain Key Insights: From the latest trends to timeless strategies, get the wisdom you need to excel. - Conquer the CPA Game: Learn from the successes (and challenges) of industry leaders, and apply these lessons to your practice. Dive Into: - Trending Topics: Stay ahead with discussions on the most recent developments in the CPA world. - Strategic Focus: Master staffing challenges with proven strategies for outsourcing and offshoring. - Expert Chats: Hear from top professionals about best practices and innovative approaches. - Practical Tips: Implement actionable advice to enhance your firm’s performance.

54 episoder

Business Beyond Borders: Impactful Insights for CPAs

updated for 4 dage siden

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54 episoder

#Business #Laurence Whittam

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Business Beyond Borders: Impactful Insights for CPAs

1
54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins 32:10

for 4 dage siden32:10

32:10

Is Your CPA Firm’s Tech Strategy Already Outdated?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

Business Beyond Borders: Impactful Insights for CPAs

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53 - Are You Secretly Non-Compliant? 7216 Rules Explained 16:58

for 25 dage siden16:58

16:58

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

Business Beyond Borders: Impactful Insights for CPAs

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52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells 20:23

for 6 weeks siden20:23

20:23

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

Business Beyond Borders: Impactful Insights for CPAs

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51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry Putney 22:53

for 8 weeks siden22:53

22:53

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

Business Beyond Borders: Impactful Insights for CPAs

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50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-Sautters 33:49

for 9 weeks siden33:49

33:49

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

Business Beyond Borders: Impactful Insights for CPAs

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49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley Platt 33:34

for 13 weeks siden33:34

33:34

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

Business Beyond Borders: Impactful Insights for CPAs

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48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk 28:36

for 16 weeks siden28:36

28:36

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

Business Beyond Borders: Impactful Insights for CPAs

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47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh 24:55

for 18 weeks siden24:55

24:55

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

Business Beyond Borders: Impactful Insights for CPAs

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46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik 17:24

for 19 weeks siden17:24

17:24

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

Business Beyond Borders: Impactful Insights for CPAs

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45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell 22:30

for 21 weeks siden22:30

22:30

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

Business Beyond Borders: Impactful Insights for CPAs

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44 - How Compassionate Business Practices Drive Success with Dr. Bruno Roque Cignacco 29:11

for 22 weeks siden29:11

29:11

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

Business Beyond Borders: Impactful Insights for CPAs

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43 - Scaling CFO Advisory From Audit Expertise to Leadership with Karl Baker 25:32

for 23 weeks siden25:32

25:32

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

Business Beyond Borders: Impactful Insights for CPAs

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42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman 35:19

for 24 weeks siden35:19

35:19

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

Business Beyond Borders: Impactful Insights for CPAs

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41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara Sharp 22:13

for 25 weeks siden22:13

22:13

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

Business Beyond Borders: Impactful Insights for CPAs

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40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins 0:41

for 26 weeks siden0:41