57 - Before You Outsource: How To Align Your Firm And Eliminate Resistance Business Beyond Borders: Impactful Insights For CPAs podcast

32:03

Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders , Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions. In this episode, you’ll be able to: • Understand why mid-sized firms struggle to evolve—and what to do about it • Recognize the signs when a client might be ready to sell their book • Learn how to shift conversations from compliance to true advisory • Discover the power of niche focus in driving long-term value • Know who to call when you don’t have the answers Whether you’re navigating M&A internally or helping clients do the same, this is a conversation you won’t want to miss! #BusinessBeyondBorders #MergersAndAcquisitions #ClientAdvisory #CPAInsights #SuccessionPlanning…

Business Beyond Borders: Impactful Insights for CPAs

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57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance 20:17

9 days ago20:17

20:17

Facing internal resistance to outsourcing? You’re not alone. In this launch episode of the Business Beyond Borders mini-series, host Laurence Whittam dives into one of the biggest barriers firms face when expanding globally—getting internal buy-in for outsourcing. Whether it’s resistance from partners, disconnected service lines, or uncertainty about how to roll it out across offices, these challenges are real—and solvable. In this episode, you’ll be able to: Understand why firm-wide alignment is critical for scalable outsourcing success Learn how to avoid the silo effect when testing offshoring with just one office or partner Discover the role of marketing, HR, and transparency in building a united team Explore real-world examples of firms integrating offshore talent into their culture Identify key benefits for both partners and staff that drive stronger internal buy-in Listen now and rethink your approach to building a unified, global team! #outsourcingstrategy #cpafirms #firmculture #offshoring #businessbeyondborders…

Business Beyond Borders: Impactful Insights for CPAs

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56 - What Every CPA Firm Needs to Know About Operational Strategy 32:28

30 days ago32:28

32:28

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders , Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready. In this episode, you will be able to: • Understand how the Profit Team supports CPA firms from the inside out • Learn why strong operational strategy is key to growth and succession • Discover how COOs act as dot connectors across firm priorities • Hear why CPA firms need to think like businesses to stay competitive • Explore how comprehensive support transforms internal firm operations Listen to the full episode now and see how the Profit Team can help you grow smarter. #CPAIndustry #AccountingLeadership #BusinessStrategy #WhitmanTransitionAdvisors #AccountingIndustry…

Business Beyond Borders: Impactful Insights for CPAs

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55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market 26:23

5 weeks ago26:23

26:23

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches. In this episode, you’ll be able to: • Understand how the post-COVID talent market is reshaping outsourcing • Learn why today’s salary trends are stabilizing—and what that means for hiring • Explore cultural nuances firms should keep in mind when outsourcing to India • Discover the value of a managed approach vs. going it alone • Hear how outsourcing is shifting from cost-cutting to strategic scaling Listen now and learn how to make smarter decisions when going global! #BusinessBeyondBorders #AccountingTalent #OutsourcingInsights #GlobalStrategy #ScaleSmart…

Business Beyond Borders: Impactful Insights for CPAs

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54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins 32:10

8 weeks ago32:10

32:10

Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders , Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this episode, you will be able to: • Understand why relying on a SOC report alone isn’t enough for security compliance • Learn how smaller firms can effectively implement AI without wasting time and resources • Discover why most firms are still years behind in cloud adoption—and what they should have already done • Get insights on the challenges of outsourcing IT and the right way to build a global team • Find out why firms need an AI and IT strategy, not just scattered experiments Don’t fall behind—listen now to learn how to future-proof your firm. #CPAIndustry #AccountingTech #AIinAccounting #Cybersecurity #CloudComputing #Outsourcing #ITStrategy…

Business Beyond Borders: Impactful Insights for CPAs

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53 - Are You Secretly Non-Compliant? 7216 Rules Explained 16:58

11 weeks ago16:58

16:58

Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders , Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks. In this episode, you will be able to: Understand the 7216 disclosure rules and why they matter Learn how to roll out engagement letters effectively Discover best practices for managing client data securely Navigate client objections and concerns with confidence Implement strategies to ensure compliance without disrupting operations Not sure if your firm is handling 7216 the right way? Let’s talk! Reach out to Laurence Whittam at lwhittam@csuiteimpact.com today.…

Business Beyond Borders: Impactful Insights for CPAs

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52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells 20:23

14 weeks ago20:23

20:23

In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape! In this episode, you will be able to: Understand the role of private equity in driving growth and how firms like Citrin Cooperman have successfully navigated PE-backed transformations. Identify key strategies for preparing your firm for M&A or private equity deals, including operational and cultural readiness. Explore the benefits of offshoring as a tool to improve staff retention, enhance efficiency, and boost profitability. Learn how to position your firm as a platform for growth, with insights into what makes a firm attractive to PE investors. Gain insights into the future of the accounting industry, including trends in consolidation, advisory service expansion, and public company transactions. #PrivateEquity #AccountingIndustry #CitrinCooperman #MergersAndAcquisitions #Offshoring #BusinessGrowth #CPAInsights #FutureOfAccounting…

Business Beyond Borders: Impactful Insights for CPAs

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51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry Putney 22:53

15 weeks ago22:53

22:53

Discover the game-changing trends shaping the accounting profession in this insightful episode of Business Beyond Borders with Laurence Whittam and Terry Putney. From private equity’s influence to the strategic role of offshoring, this conversation dives into the key factors driving transformation in the industry. In this episode, you will be able to: Understand the groundbreaking Citrin Cooperman deal and its validation of private equity in accounting. Learn how staffing challenges influence M&A decisions and strategies for overcoming them. Explore the impact of offshore talent on firm valuations and operational success. Gain insight into transitioning from the partnership model to a corporate model in accounting firms. Anticipate future trends in M&A and private equity within the profession. Tune in now!…

Business Beyond Borders: Impactful Insights for CPAs

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50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-Sautters 33:49

16 weeks ago33:49

33:49

Struggling with staffing challenges, tech trends, and evolving firm strategies? In this episode of Business Beyond Borders , host Laurence Whittam chats with a seasoned expert Kathy Towne-Sautters of BDO Alliance about the dynamic shifts in the CPA profession. From recruiting innovations to embracing AI and offshoring as strategic solutions, this conversation is packed with insights to help your firm thrive in 2025 and beyond! In this episode, you will be able to: Discover actionable strategies to bridge the staffing gap and build a resilient workforce. Explore how firms are leveraging AI and technology to enhance efficiency and client service. Understand the cultural shifts transforming CPA firms, including work-life balance improvements. Learn how offshoring can be a strategic extension of your team, not just a quick fix. Gain insights into creating long-term success through value-based pricing and innovative service lines. Ready to transform your firm’s future? Tune in today!…

Business Beyond Borders: Impactful Insights for CPAs

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49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley Platt 33:34

20 weeks ago33:34

33:34

Tune in to the latest episode of Business Beyond Borders, where Laurence Whittam hosts Ashley Platt, founder of Clear Cut Outsourcing, to discuss how CPA firms can effectively leverage outsourcing to drive efficiency, tackle talent shortages, and build stronger, tech-enabled workflows. In this episode, you'll be able to: • Explore why Pakistan is becoming a key outsourcing destination for CPA firms. • Learn how outsourcing can improve your firm’s efficiency and profitability. • Understand best practices for integrating offshore talent into your team. • Uncover the challenges firms face with outsourcing and how to overcome them. • Gain actionable tips on leveraging technology for a seamless outsourcing experience. Want to learn more about how outsourcing can work for your firm? Visit their website at clearcutoutsourcing.co.uk/ or find him on LinkedIn for more details! #BusinessBeyondBorders #Outsourcing #CPA #GlobalTalent #CPAOutsourcing #OutsourcingPodcast…

Business Beyond Borders: Impactful Insights for CPAs

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48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk 28:36

24 weeks ago28:36

28:36

In this episode of Business Beyond Borders , Laurence Whittam and Brendan Quirk dive into the opportunities and challenges of outsourcing and nearshoring for CPA firms in Latin America. Brendan shares insights from his extensive experience in the region, offering valuable perspectives on strategy, talent acquisition, and cultural nuances. In this episode, you will be able to: Discover the benefits of nearshoring to Latin America for accounting firms. Understand the key differences between outsourcing in Latin America versus regions like India and the Philippines. Learn how to align outsourcing strategies with your firm's long-term goals. Explore the nuances of cultural and leadership dynamics when working with Latin American teams. Gain actionable tips for leveraging international alliances and networks for outsourcing success. Want to explore outsourcing opportunities in Latin America? Contact Brendan Quirk on LinkedIn to learn how his consultancy can help your firm succeed.…

Business Beyond Borders: Impactful Insights for CPAs

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47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh 24:55

25 weeks ago24:55

24:55

In this insightful episode, Laurence Whittam sits down with Abhilasha Parikh to explore the essentials of creating and managing effective offshore teams. Abhilasha shares her expertise on what firms need to know to establish strong, sustainable partnerships with offshore providers and how to turn these relationships into true assets for growth. In this episode, you will be able to: Choose the right offshoring partner for long-term success. Build and manage global teams with cultural awareness and open communication. Transform offshore centers from cost centers to profit centers. Leverage private equity’s influence to boost efficiency and integration. Overcome common offshoring challenges with practical solutions. Connect with Abhilasha Parikh at aparikh @accuedgeinc.com to learn more about offshoring strategies for your firm!…

Business Beyond Borders: Impactful Insights for CPAs

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46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik 17:24

26 weeks ago17:24

17:24

In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by fostering a "sticky" relationship with both clients and their families. In this episode, you will be able to: Understand the importance of building "stickiness" with clients for long-term engagement. Discover actionable strategies to enhance client relationships and establish trust. Learn how to involve family members or business partners in planning for seamless client transitions. Gain insights into effective communication between CPAs and financial advisors for better client outcomes. Hear about best practices in hosting family meetings to secure intergenerational connections. For more information or to reach out, contact Jeff Panik via his website at https://www.balancewealthpartners.com/…

Business Beyond Borders: Impactful Insights for CPAs

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45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell 22:30

28 weeks ago22:30

22:30

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients. In this episode, you will be able to: Learn how defined benefit and cash balance plans can reduce tax liabilities. Discover client profiles that benefit most from tax mitigation strategies. Understand the key differences between traditional retirement plans and custom actuarial designs. Identify ways to structure client engagements to maximize long-term tax savings. Explore how Business Benefits Consultants collaborates with tax advisors to implement solutions. learn more, contact David Podell at d avid@bbconsultantsllc.com or visit their website at businessbenefitsconsultants.com !…

Business Beyond Borders: Impactful Insights for CPAs

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44 - How Compassionate Business Practices Drive Success with Dr. Bruno Roque Cignacco 29:11

29 weeks ago29:11