Business Beyond Borders: Impactful Insights for CPAs

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!

28 - Navigating Remote Team Management and Cultural Integration in Outsourcing with Gavin and Rodel

Explore the dynamics of remote team management and cultural integration in outsourcing as Gavin Polizzo and Rodel Murillo share insights on fostering collaboration and understanding across borders. From leveraging technology to nurturing relationships, discover key strategies for success in this episode of Business Beyond Borders. In this episode, you will be able to:

1. Gain insights into effective strategies for managing remote teams, including leveraging technology and setting clear communication protocols.
2. Explore the importance of cultural understanding in outsourcing relationships and learn how to bridge cultural gaps to build stronger connections with remote teams.
3. Discover innovative approaches to fostering employee engagement and satisfaction, such as quarterly perks boxes and regular company-wide updates to enhance the working environment.
4. Understand the significance of aligning with clients' goals and expectations, and learn how tailored experiences and flexible solutions can drive mutual success in outsourcing partnerships.
5. Learn about the importance of ongoing education and improvement in remote team management, including adapting standard operating procedures, providing feedback, and investing in employee development.

Reach out to Gavin and Rodel on LinkedIn or visit their website at www.cloudstaff.com

 

 

 

27 - Attracting Talent and Streamlining Operations: A Deep Dive into Accounting Entrepreneurship with Henry Huie

Embark on a journey through the dynamic world of talent acquisition and operational refinement within the accounting domain with Henry Huie, founder of CHROME Accounting, LLC. Delve deep into the strategies and insights that drive success in talent sourcing and outsourcing, as Henry shares his wealth of experience and expertise in elevating accounting practices to new heights of efficiency and excellence. In this episode, you will be able to: 

1. Explore talent acquisition strategies and outsourcing insights in the accounting profession through an in-depth discussion.
2. Discover evolving business models and practical tips for enhanced client service and profitability.
3. Learn about standardized processes for seamless collaboration with offshore teams.
4. Gain actionable insights for fostering innovation and growth within accounting practices.
5. Uncover the keys to success in navigating the evolving landscape of accounting services.

Reach out to Henry on LinkedIn or email him at henry@chromecpa.com!

26 - Navigating Offshore Success: Strategies for Global Team Integration with Holly Clawson

Join Laurence Whittam and guest Holly Clawson, Founder of Sums+Solutions as they delve into the intricacies of managing a global team in this insightful episode. Discover how Holly's expertise sheds light on the importance of transparency, cultural sensitivity, and strategic structuring for effective team dynamics. In this episode, you will be able to:

1. Understand the importance of transparency and integrity in outsourcing relationships, and how these factors can impact the success of global teams.
2. Learn practical strategies for fostering cultural understanding and integration within offshore teams, including addressing cultural differences and fostering a positive team environment.
3. Gain insights into structuring offshore teams effectively, including the roles of lead account managers, account managers, and team structures to enhance communication and collaboration.
4. Explore the benefits and challenges of offshore team management, such as managing time zone differences and creating flexible work schedules to accommodate diverse team needs.
5. Discover best practices for empowering offshore team members, including investing in their professional development, providing support for certifications, and fostering a sense of belonging within the broader company culture.

Reach out to Holly on LinkedIn or email her at holly@someofallnumbers.com 

 

25 - Navigating Global Accounting Talent and Outsourcing Strategies with Bruce Ditman

Unlock the secrets to successful outsourcing and growth in accounting firms! Dive into cultural insights, pricing strategies, and practical steps with Bruce Ditman of Trigger in this enlightening episode. Learn how to optimize division of labor, integrate remote resources, and navigate South African talent dynamics for enhanced collaboration and profitability. In this episode, you will be able to:

1. Understand the cultural nuances and work ethic of South African accounting talent, enabling effective collaboration and feedback processes.
2. Learn strategic insights on division of labor within accounting firms, essential for optimizing outsourcing opportunities and growth.
3. Gain valuable perspective on pricing strategies for outsourcing, emphasizing the importance of aligning costs with chargeable rates for profitability.
4. Explore the benefits of integrating remote resources into a firm's growth strategy, highlighting opportunities to scale and diversify service offerings.
5. Discover practical steps for firms to initiate or enhance their outsourcing journey, including internal assessment, goal setting, and engagement with experienced partners like Trigger.

Reach out to Bruce on LinkedIn!