Business Beyond Borders: Impactful Insights for CPAs

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

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.

42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman

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.

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

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!

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

 In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to:

 

• Learn how Caleb’s firm transitioned from traditional to value-based pricing.
• Discover the benefits of leveraging QuickBooks Online and cloud technology for real-time client collaboration.
• Understand the importance of forecasting and proactive financial advisory for clients.
• Explore techniques for employee retention and how to build a strong firm culture.
• Hear Caleb’s personal story of growing up in the accounting world and how it shaped his approach to leadership.

 

You can reach Caleb Jenkins on LinkedIn or caleb@rljfinancial.com for any follow-up questions.

39 - Enhancing Client Value Through Strategic Tax Incentives with Brandon Carroll

Dive into the latest episode of Business Beyond Borders, where host Laurence Whittam and guest Brandon Carroll explore how CPA firms can tap into powerful tax incentives to add value for their clients. This discussion reveals strategies for enhancing your advisory services and staying competitive in today’s market.

 

In this episode, you will be able to:

1. Identify key opportunities within your client base for leveraging tax incentives.
2. Discover how to seamlessly integrate R&D tax credits into your service offerings.
3. Explore flexible partnership models for expanding your firm’s advisory capabilities.
4. Understand the financial benchmarks that indicate a company’s eligibility for tax incentives.
5. Learn how to scale your advisory services to drive client satisfaction and firm growth.

 

To explore these opportunities further, reach out to Brandon Carroll at bcarroll@leyton.com.

38 - Maximizing Efficiency with Amalgam Transforming Accounting Firms with Joe Manganelli

Join Laurence Whittam and Joe Manganelli, Chief Revenue Officer at Amalgam, to discuss the impact of technology on accounting firm efficiency. In this episode, you will be able to:

1. Discover how Amalgam can integrate various data systems into a single platform for improved efficiency.
2. Learn about specific use cases where Amalgam has significantly reduced manual work for accounting professionals.
3. Understand the potential time and cost savings that can be achieved by adopting Amalgam’s technology.
4. Gain insights into the challenges and strategies for implementing new technologies within your firm.
5. Explore the broader implications of technology adoption in the accounting industry and its impact on addressing the talent crunch.

Connect with Joe by visiting the Amalgam website or through the contact form available at amalgam.me.

37 - Building Scalable CPA Firms Through Tax Planning, Offshore Teams, and Client Retention with Dan Nicholson

Join Laurence Whittam as he talks with Dan Nicholson of Nth Degree CPAs on Business Beyond Borders. Tune in to learn how to transform your practice and stay ahead in the evolving accounting landscape. In this episode, you will be able to:

 

1. Learn how to build a tax-planning-centric CPA firm that stands out from the competition.
2. Discover the keys to developing scalable and standardized processes for consistent service delivery.
3. Understand how to integrate offshore teams effectively for both routine and complex tasks.
4. Gain strategies for retaining clients by offering proactive and value-driven advisory services.
5. Explore how to innovate within your firm by adopting best practices from outside the accounting industry.

 

Connect with Dan at www.nthdegreecpas.com!

36 - Cybersecurity Essentials for CPA Firms: Strategies and Best Practices with Terry Ziemniak

Join Laurence Whittam and Terry Ziemniak in this episode of Business Beyond Borders as they delve into the essential cybersecurity practices for CPA firms. In this episode, you will be able to:

 

1. Understand the crucial role of cybersecurity for CPA firms and how it impacts both the firm and its clients.
2. Learn the benefits of having a fractional Chief Information Security Officer (CISO) to provide expert guidance on cybersecurity measures.
3. Gain insights into basic cyber hygiene practices that prevent common security incidents, such as patching systems and enabling multi-factor authentication.
4. Explore strategies for integrating cybersecurity into your overall business risk management to ensure business resiliency in the face of cyber threats.
5. Discover how to leverage cybersecurity as a competitive advantage and enhance trust with clients and partners through proactive risk management.

 

For more information or to get in touch with Terry Ziemniak, visit Tech CXO at techcxo.com.