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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.
Episodes

3 hours ago
3 hours ago
Struggling to make outsourcing work for your CPA firm? In this episode, host Laurence Whittam introduces the Mastering Outsourcing course—built from years of experience helping firms overcome offshoring challenges. Whether you’re exploring outsourcing or trying to improve your current strategy, this episode gives you the roadmap you’ve been missing.
In this episode, you will be able to:
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Uncover why many CPA firms fail at outsourcing—and how to avoid common pitfalls
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Explore outsourcing models, global locations, and how to properly vet vendors
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Learn practical integration strategies and reporting structures for every firm size
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Gain insights from real-world examples and best practices
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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

Thursday Jul 03, 2025
63 - Scaling Smart: Systems, Structure, and Sustainable Growth with Eli Raff
Thursday Jul 03, 2025
Thursday Jul 03, 2025
When is it time to stop doing and start owning your business?
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

Friday Jun 27, 2025
Friday Jun 27, 2025
How do you build a thriving firm culture in a remote world—and why does vulnerability matter more than ever?
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

Thursday Jun 19, 2025
Thursday Jun 19, 2025
What does it take to build a high-performing offshore team from the ground up?
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:
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Understand the stages CPA firms go through when exploring outsourcing
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Identify the common challenges of working with outsourcing vendors
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Learn why cultural alignment and asynchronous communication are critical to success
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Discover how Ben structured his offshore valuation team for scalability and retention
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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

Friday May 16, 2025
Friday May 16, 2025
Is AI replacing marketers—or finally making them effective?
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

Thursday May 08, 2025
59 - What No One Tells You About Cultural Gaps in Outsourcing
Thursday May 08, 2025
Thursday May 08, 2025
Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think.
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

Friday May 02, 2025
58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson
Friday May 02, 2025
Friday May 02, 2025
Is your firm missing the real advisory opportunity behind M&A?
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

Thursday Apr 24, 2025
57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance
Thursday Apr 24, 2025
Thursday Apr 24, 2025
Facing internal resistance to outsourcing? You’re not alone.
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

Get Involved: - Your participation makes ”Business Beyond Borders” more than just a podcast; it’s a community of forward-thinking CPAs dedicated to excellence.
Here’s how you can join the movement
- Share your favorite insights and episodes on social media. Let’s amplify our impact together.
- Like and Subscribe on your preferred podcast platform to stay updated with every enlightening episode.
- Reach Out: Have a question or want to be a guest? Email us at lwhittam@csuiteimpact.com.
Whether it’s topic suggestions, burning questions, or your own expertise you’d like to share, we’re all ears. ”Business Beyond Borders” is your go-to source for everything you need to navigate the complexities of the accounting industry.
Tune in now and start your journey toward accounting excellence with ”Business Beyond Borders: Impactful Insights for CPAs”.