Business Beyond Borders: Impactful Insights for CPAs Laurence Whittam

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:
Gain insights into effective strategies for managing remote teams, including leveraging technology and setting clear communication protocols.
Explore the importance of cultural understanding in outsourcing relationships and learn how to bridge cultural gaps to build stronger connections with remote teams.
Discover innovative approaches to fostering employee engagement and satisfaction, such as quarterly perks boxes and regular company-wide updates to enhance the working environment.
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.
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
 
 
 

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: 
Explore talent acquisition strategies and outsourcing insights in the accounting profession through an in-depth discussion.
Discover evolving business models and practical tips for enhanced client service and profitability.
Learn about standardized processes for seamless collaboration with offshore teams.
Gain actionable insights for fostering innovation and growth within accounting practices.
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!

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:
Understand the importance of transparency and integrity in outsourcing relationships, and how these factors can impact the success of global teams.
Learn practical strategies for fostering cultural understanding and integration within offshore teams, including addressing cultural differences and fostering a positive team environment.
Gain insights into structuring offshore teams effectively, including the roles of lead account managers, account managers, and team structures to enhance communication and collaboration.
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.
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 














 

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:
Understand the cultural nuances and work ethic of South African accounting talent, enabling effective collaboration and feedback processes.
Learn strategic insights on division of labor within accounting firms, essential for optimizing outsourcing opportunities and growth.
Gain valuable perspective on pricing strategies for outsourcing, emphasizing the importance of aligning costs with chargeable rates for profitability.
Explore the benefits of integrating remote resources into a firm's growth strategy, highlighting opportunities to scale and diversify service offerings.
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!

Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:
 
Learn how to shift your mindset from traditional accounting to offering CFO and advisory services for small and medium-sized businesses.
Discover the key components of the CFO project, including a proven framework for guiding clients towards financial success.
Understand the importance of proactive communication and clear, actionable advice in helping business owners navigate their finances.
Explore the scalability and revenue potential of offering advisory services as an accountant or small firm.
Gain insights into overcoming imposter syndrome and recognizing your expertise in providing valuable guidance to clients.
 
Reach out to Adam at thecfoproject.com!

Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to:
Learn practical strategies for integrating tax advisory services into your firm's offerings.
Discover how innovative software can streamline tax planning processes and boost efficiency.
Gain insights into overcoming mindset barriers and embracing a proactive approach to client services.
Explore the potential impact of AI and emerging technologies on the future of accounting and financial advisory.
Find inspiration and actionable steps to elevate your firm's revenue and client value through strategic tax planning.
Connect with Jackie on LinkedIn or visit her website at www.jackiemeyercpa.com!