Building A Scalable Firm With Offshoring, AI, And Talent Strategy — With Wayne Findlay Accountant's Flight Plan podcast

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Accountant's Flight Plan »
Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay

4d ago 28:58

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In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’re a firm owner thinking about scale, succession, or private equity, this episode is full of practical, real-world insight.

Get in touch with Wayne: https://www.linkedin.com/in/waynenz/

Episode Timestamps

01:12 – Introduction of Wayne Findlay and the founding of The Back Room

04:09 – Why offshoring is becoming more common in U.S. & Canadian firms

05:50 – Global talent shortage & the retention pressure from PE

09:09 – The win-win of delegation and internal growth

12:10 – How to use AI wisely and keep firm data secure

16:18 – His firm’s expansion into Colombia and why it’s strategic for U.S. work

19:00 – Preparing your firm for sale: what PE buyers want to see

22:45 – Funny story from an accounting conference

25:33 – Book rec: The Four Principles of Management

27:57 – Connect with Wayne and see him at upcoming conferences

108 episodes

#Business #Brannon Poe #Accounting Practice Sales #Accounting Practice Management #Buying An Accounting Practice #Entrepreneur #MBA