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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solutions and how they can revolutionize your firm. - Gain Key Insights: From the latest trends to timeless strategies, get the wisdom you need to excel. - Conquer the CPA Game: Learn from the successes (and challenges) of industry leaders, and apply these lessons to your practice. Dive Into: - Trending Topics: Stay ahead with discussions on the most recent developments in the CPA world. - Strategic Focus: Master staffing challenges with proven strategies for outsourcing and offshoring. - Expert Chats: Hear from top professionals about best practices and innovative approaches. - Practical Tips: Implement actionable advice to enhance your firm’s performance.
Episodes
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to:
- Gain insights into the evolution of outsourcing in the accounting industry, from traditional models to innovative approaches.
- Understand the unique benefits of recruiting talent from South Africa for accounting firms.
- Learn about the challenges and opportunities firms face in implementing digital transformation and embracing new technologies.
- Discover strategies for overcoming common obstacles in talent acquisition and development.
- Explore the role of the accounting profession in driving global governance and addressing environmental and social concerns.
Reach out to Darren on LinkedIn or visit their website at www.makosi.com!
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Thursday Apr 04, 2024
Thursday Apr 04, 2024
Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this episode, you will be able to:
- Discover actionable steps to transition your CPA firm towards a 40-hour workweek, without sacrificing revenue or client satisfaction.
- Learn the importance of focusing on value creation, pricing strategies, and efficiency to achieve a healthier work-life balance for yourself and your team.
- Explore the mindset shifts needed to overcome common challenges such as fear of niching and reluctance to prune client rosters.
- Gain insights into the impact of this transition on the accounting profession, making it more attractive and sustainable for professionals at all levels.
- Access valuable resources like Geraldine Carter's five-day email course and podcast to further explore and implement these transformative concepts in your firm.
Reach out to Geraldine at www.geraldinecarter.com!
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Tuesday Apr 02, 2024
Tuesday Apr 02, 2024
Elevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to:
- Discover actionable insights into various outsourcing engagement models, equipping you with the knowledge to select the right approach for your business needs.
- Learn strategies to empower your team through effective leadership and a strong organizational culture, fostering growth and productivity in your outsourcing endeavors.
- Gain valuable tips and solutions to navigate common challenges in outsourcing, ensuring smooth collaboration and successful outcomes for your projects.
- Explore best practices for optimizing communication channels and operational processes when working with outsourcing partners, enhancing efficiency and effectiveness.
- Dive into Infinity Globus's innovative talent development programs and discover how they can accelerate your journey towards building a skilled and reliable remote workforce.
Reach out to Vivek at https://www.infinity-globus.com
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Thursday Mar 28, 2024
Thursday Mar 28, 2024
In this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to:
- Understand the transformative potential of AI in accounting, including its impact on productivity and efficiency within firms.
- Explore practical applications of AI in accounting practices, from project management to client communications and beyond.
- Gain insights into how AI can augment traditional admin tasks, freeing up time for strategic business development and professional growth.
- Learn about real-world examples of AI implementation, including its role in customer support and its potential to integrate with existing workflow systems.
- Discover practical steps for getting started with AI, including how to tinker with AI tools and platforms to unlock their full potential for your firm's productivity and innovation.
Reach out to David on LinkedIn or visit their website at http://www.jetpackworkflow.com for more insights!
Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
Join us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to:
- Gain insights into effective strategies for managing and growing global teams within the context of outsourcing.
- Understand the importance of developing a comprehensive people strategy for long-term success in managing a global workforce.
- Learn practical tips for integrating offshore teams into your firm's culture and fostering collaboration across different locations.
- Explore the pitfalls of treating outsourcing as a short-term tactic rather than a long-term strategic investment, and how to avoid them.
- Discover the critical role of strong leadership in managing global teams and implementing successful outsourcing initiatives.
Reach out to Nick at nick@toaglobal.com for more insights!
Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.
Podbean: https://businessbeyondborders.podbean.com Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518 Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Youtube: www.youtube.com/@businessbeyondborders-laurence
Thursday Mar 21, 2024
Thursday Mar 21, 2024
Join Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to:
- Understand the evolving landscape of talent acquisition in the accounting profession, including the challenges and opportunities presented by the current pipeline.
- Explore innovative strategies employed by firms and businesses to address staffing shortages, such as co-sourcing, outsourcing, and offshoring.
- Gain insights into the role of technology in reshaping accounting workflows and the importance of leveraging international talent pools to enhance efficiency and effectiveness.
- Learn about the American Institute of Certified Public Accountants (AICPA) initiatives aimed at attracting and retaining talent, including educational reforms and advocacy efforts.
- Hear firsthand experiences and practical advice from industry leaders on building successful offshore teams, fostering collaboration across borders, and driving value through global workforce integration.
Get in touch with Okorie on LinkedIn!
Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Join us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to:
- Understand the importance of transitioning from hourly billing to value-based pricing for increased profitability.
- Learn practical steps and strategies to effectively communicate value to clients and justify higher fees.
- Discover the "good, better, best" pricing model as a gradual approach to implementing value-based pricing.
- Gain insights into reshaping firm culture and reducing workload through strategic pricing and service packaging.
- Explore the mindset shifts necessary for firm owners to embrace change and achieve long-term success in their businesses.
Get in touch with Loren on LinkedIn or book a consultation at https://BusinessSuccessSolution.com/letstalk!
Podbean: https://businessbeyondborders.podbean...
Spotify: https://open.spotify.com/show/1LYaCQZ...
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Youtube: www.youtube.com/@businessbeyondborders-laurence
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to:
- Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
- Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
- Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
- Discover how accounting firms can leverage wealth management offerings to enhance client relationships, increase client retention, and attract new talent.
- Explore the key considerations and steps involved in transitioning from traditional accounting services to a more holistic financial advisory model.
Get in touch with Rory Henry at www.advisror.com or visit Arrowroot Family Office on LinkedIn!
Podbean: https://businessbeyondborders.podbean...
Spotify: https://open.spotify.com/show/1LYaCQZ...
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Youtube: www.youtube.com/@businessbeyondborders-laurence
Get Involved: - Your participation makes ”Business Beyond Borders” more than just a podcast; it’s a community of forward-thinking CPAs dedicated to excellence.
Here’s how you can join the movement
- Share your favorite insights and episodes on social media. Let’s amplify our impact together.
- Like and Subscribe on your preferred podcast platform to stay updated with every enlightening episode.
- Reach Out: Have a question or want to be a guest? Email us at lwhittam@csuiteimpact.com.
Whether it’s topic suggestions, burning questions, or your own expertise you’d like to share, we’re all ears. ”Business Beyond Borders” is your go-to source for everything you need to navigate the complexities of the accounting industry.
Tune in now and start your journey toward accounting excellence with ”Business Beyond Borders: Impactful Insights for CPAs”.