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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
Thursday Feb 13, 2025
Thursday Feb 13, 2025
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.
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