Business Beyond Borders: Impactful Insights for CPAs Laurence Whittam

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!

Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. In this episode, you will be able to:
 
Understand the pivotal role of communication in successful outsourcing, and learn practical strategies for fostering effective cross-border collaboration.
Explore firsthand experiences and insights from Bhavesh Agarwal on navigating challenges and seizing opportunities in offshore operations.
Gain valuable tips for building rapport and trust between offshore teams and clients, crucial for fostering long-term partnerships and success.
Learn about the importance of feedback processes in optimizing outsourcing outcomes, and discover best practices for providing constructive feedback across geographical boundaries.
Uncover key differentiation factors that set successful outsourcing firms apart, and gain actionable advice for enhancing your own offshore operations strategy.
 
Reach out to Bhavesh at bhavesh@windystreet.in or visit their website at https://thewindystreet.com/

Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In this episode, you will be able to:
 
Gain insights into the nuanced challenges of managing diverse teams in the accounting profession, from junior staff to senior members, and adapting communication styles accordingly.
Understand how Google navigated the shift to virtual work during the COVID-19 pandemic, including changes in workplace culture and the utilization of collaborative spaces.
Explore the importance of work-life balance and the process of taking extended time off, delving into strategies for planning, negotiation, and maintaining team productivity during absence.
Discover the power of humor and transparency in addressing both the positive and negative aspects of the accounting profession.
Learn practical tips for embracing technological tools like digital whiteboards to enhance collaboration, especially in remote or hybrid work environments, and how these tools can bridge generational gaps in the workplace.
 
Reach out to Mike on LinkedIn or visit www.mikefromaccounting.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
Youtube: www.youtube.com/@businessbeyondborders-laurence

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
Youtube: www.youtube.com/@businessbeyondborders-laurence