Business Beyond Borders: Impactful Insights for CPAs

56 - What Every CPA Firm Needs to Know About Operational Strategy

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm?

In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready.

 

In this episode, you will be able to:

• Understand how the Profit Team supports CPA firms from the inside out

• Learn why strong operational strategy is key to growth and succession

• Discover how COOs act as dot 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

55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches.

 

In this episode, you’ll be able to:

• Understand how the post-COVID talent market is reshaping outsourcing

• Learn why today’s salary trends are stabilizing—and what that means for hiring

• Explore cultural nuances firms should keep in mind when outsourcing to India

• 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

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

Is Your CPA Firm’s Tech Strategy Already Outdated?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

53 - Are You Secretly Non-Compliant? 7216 Rules Explained

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:

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. 

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

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:

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

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

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:

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!

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

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!

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

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