Business Beyond Borders: Impactful Insights for CPAs

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.

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.