Business Beyond Borders: Impactful Insights for CPAs

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

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

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:

1. Discover the benefits of nearshoring to Latin America for accounting firms.
2. Understand the key differences between outsourcing in Latin America versus regions like India and the Philippines.
3. Learn how to align outsourcing strategies with your firm's long-term goals.
4. Explore the nuances of cultural and leadership dynamics when working with Latin American teams.
5. 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.

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

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!

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

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/

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

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 david@bbconsultantsllc.com or visit their website at businessbenefitsconsultants.com!