Business Beyond Borders: Impactful Insights for CPAs

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.

35 - Building Effective Partnerships: Navigating Outsourcing in the Accounting Industry with Andrew Garvey

Join Laurence Whittam in the latest episode of "Business Beyond Borders" as he chats with Andrew Garvey from BeFree about the intricacies of outsourcing in the accounting industry. Discover the importance of effective communication, comprehensive onboarding, and treating outsourcing partners as integral parts of the team. In this episode, you will be able to:

1. Learn how to seamlessly integrate outsourcing partners into your firm's culture and operations.
2. Discover strategies to improve communication and transparency with your outsourcing partners, addressing common challenges.
3. Gain insights into creating thorough and effective onboarding processes for both new hires and outsourced teams, ensuring alignment with your firm's practices.
4. Understand how to address and mitigate team concerns about outsourcing, ensuring smooth transitions and buy-in from all levels of your organization.
5. Explore creative ways to engage and collaborate with outsourcing partners, such as virtual social events and personal visits.
   
   

Connect with Andrew Garvey on LinkedIn or email him at andrew@befreelimited.com.

34 - Mastering Social Media and Strategic Marketing for Accounting Firms with Alyssa Dillon

In this episode of "Business Beyond Borders," Laurence Whittam sits down with Alyssa J. Dillon from Money Maker Mastermind. Alyssa shares her journey of helping accounting firm owners achieve significant growth by leveraging social media and strategic marketing. In this episode, you will be able to:

1. Learn How to Leverage Social Media for Growth: Discover the techniques Alyssa uses to help accounting firm owners utilize social media to attract and retain high-value clients.
2. Understand the Importance of Consistent Content: Gain insights into why creating and maintaining consistent content is crucial for building authority and visibility online.
3. Explore the "Seven Magic Posts" System: Find out how Alyssa’s "Seven Magic Posts" system can engage your audience and establish you as an authority in your field.
4. Implement Strategic Marketing Techniques: Learn about effective marketing strategies that can help you reach your target audience and convert leads into clients.
5. Overcome Common Challenges in Client Acquisition: Hear practical advice on how to overcome common hurdles in acquiring new clients, including mindset shifts and low-budget marketing tactics.

You can reach out to Alyssa through her Facebook group, "Advisory Accountants: Strategic Scaling for Massive Impact" This group is the best place to connect with her and engage with her community for valuable insights and strategies for business growth.

33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman Kepczyk

Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to:

 

1. Understand the importance of regular security training webinars for maintaining a secure tech environment.
2. Learn how to use the AICPA cybersecurity checklist to assess and improve your firm's security posture.
3. Explore the benefits and best practices of hybrid and remote work models for accounting firms.
4. Discover effective strategies for leveraging technology to streamline processes and improve client communication.
5. Gain insights into creating and implementing a Written Information Security Plan (WISP) tailored for your firm's needs.

 

Reach out to Roman on LinkedIn or email him at roman@rightworks.com! For more information and resources, visit the Rightworks website at www.rightworks.com and check the "Resources" section for webinars and other useful materials.

32 - Outsourcing Success: A July 4th Special with Laurence Whittam

Celebrate Independence Day by equipping your firm with the right strategies and tools for a successful outsourcing journey! In this special solo episode, Laurence Whittam dives into the critical topic of outsourcing and offshoring for firms. He covers practical steps for firms at different stages of their outsourcing journey, from those just starting out to those with established offshore teams!

 

Tune in to equip your firm with the right strategies and tools for a seamless outsourcing experience!

 

🔗 Listen to the full episode and start your journey towards effective outsourcing today!

31 - Unlocking Growth Potential: Strategic LinkedIn Outreach for CPA Firms with James Donovan

Join us in this episode of Business Beyond Borders as we explore strategic LinkedIn outreach for CPA firms with guest James Donovan of Nine Two Media. Discover how to effectively set up your LinkedIn profile, identify and target your ideal clients, craft compelling messages, and measure the success of your campaigns. In this episode, you will be able to:

 

1. Understand the Importance of LinkedIn Outreach: Learn why leveraging LinkedIn is crucial for generating qualified leads and growing your CPA firm.
2. Implement Effective LinkedIn Strategies: Discover step-by-step strategies to set up your LinkedIn profile and use Sales Navigator to target potential clients.
3. Craft Non-Salesy Messages: Get tips on how to create engaging, conversational outreach messages that avoid sounding overly sales-oriented.
4. Identify and Target Your Ideal Clients: Learn how to analyze your current client base and determine your niche to tailor your outreach efforts effectively.
5. Measure and Optimize Campaign Success: Understand key metrics to track and strategies for refining your approach to ensure consistent and successful lead generation.

 

Connect with James on LinkedIn or visit their website at www.ninetwomedia.com

30 - Enhancing Accounting Excellence: Standardizing Processes for Success with Shana Cooper

Join us on this episode of Business Beyond Borders as we explore the importance of high-quality reconciliations in accounting. Shana Cooper shares insights on avoiding common reconciliation errors, standardizing processes for efficiency, leveraging technology, and accessing essential training resources to elevate your accounting team's performance. IN this episode, you will be able to:

 

1. Understand the Importance of Reconciliation Quality: Learn why high-quality reconciliations are crucial for maintaining accurate financial statements and reducing risk.
2. Identify Common Reconciliation Errors: Discover the most frequent mistakes accounting teams make in the reconciliation process and how to avoid them.
3. Implement Standardized Processes: Gain insights on how to standardize reconciliation procedures to enhance efficiency and consistency across your team.
4. Leverage Technology Effectively: Understand the role of technology in improving reconciliation processes and how to integrate it without compromising quality.
5. Access Resources and Training: Find out about available resources and training programs to help your team master reconciliation best practices and improve overall performance.

 

Reach out to Shana on LinkedIn or visit www.theaccountabilityteam.com!

29 - Celebrating Wins, Attracting Talent, and Delighting Clients with Barry Labov

Unlock the secrets to firm success! Join host Laurence Whittam and guest Barry Labov as they delve into strategies for celebrating wins, attracting top talent, delivering personalized client experiences, and maximizing growth opportunities. In this episode, you will be able to:

 

1. Understand the significance of celebrating internal wins within your firm, boosting morale, and enhancing team motivation.
2. Learn practical techniques for showcasing your firm's unique strengths and expertise to attract top talent and stand out in a competitive market.
3. Discover strategies for delivering personalized experiences to clients, avoiding generic interactions, and building stronger client relationships.
4. Explore innovative approaches to leveraging existing client relationships to identify growth opportunities and expand service offerings.
5. Gain insights from real-life examples and success stories, providing actionable advice for improving firm performance and client satisfaction.

Reach out to Barry at blabov@labov.com or visit www.labov.com!