The Advisory Accelerator Podcast Ability Resources

On this edition of the Advisory Accelerator Podcast, Join me as I speak with Nick Sinclair, founder of TOA Global. Listen in as we discuss how TOA Global's unique model builds long-term relationships between their placements and the client's firm. It creates a seamless integration that feels like they are just down a long hallway.


Nick touches on the benefits of outsourcing for cost and talent arbitrage and the importance of effective communication in building successful remote teams.
Lastly, we discuss how the pandemic has changed how many firms view global staffing solutions.


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SHOW HIGHLIGHTS



TOA Global provides a global staffing solution through the Philippines and South Africa to help accounting firms find and retain top talent.
Their model is different from traditional outsourcing, as they help firms build a team that becomes part of the client's firm.
The COVID-19 pandemic has accelerated the acceptance of building global teams and remote working.
Language barriers are minimal with talent from the Philippines and South Africa, making communication easier.
TOA Global's staff works the same hours as their client firms, making collaboration seamless.
Outsourcing provides cost arbitrage, allowing firms to pay above-market salaries to local teams and retain the best talent.
Meaningful work improves employee attraction and retention rates.
Security measures taken in TOA Global's office environment include employee privacy, IT department investment, and bank-level security systems.
Employees work in the client's IT environment, eliminating data security risks.
TOA Global focuses on people as the biggest asset of a service-based business.





LINKSShow Notes

About TOA Global



GUESTS



Nick SinclairAbout Nick



Special Guest: Nick Sinclair.

On this edition of the Advisory Accelerator Podcast, we had the pleasure of speaking with Quinn Ricker, CEO of Jet Access Aviation. Quinn provided an in-depth look at how to use the charter program to reduce the cost of ownership and maximize the tax benefits of private plane ownership.


He explains the importance of exercising the asset, understanding the pedigree of the plane, and leveraging the upfront tax benefit of private jet ownership. In addition, Quinn touched on the importance of safety in the private jet industry and how it can lead to a great customer experience.


We discussed his insights on the world of private aviation and how it can benefit both businesses and individuals. Listen in as Quinn explains the importance of having a flight school to ensure a steady pipeline of highly trained, skilled pilots, the importance of having an FBO to store planes, as well as the need for proper maintenance and sales and acquisition services.





LINKSShow Notes

About Jet Access



GUESTS



Quinn RickerAbout Quinn



Special Guest: Quinn Ricker.

On today's episode of The Advisory Accelerator show, we're talking to Murang Pak of InVia Capital, who will help us navigate the complex world of conservation easements and how to identify when using one might be appropriate for your clients.


To make sure that nothing slips through the cracks when it comes to offering important clients proactive estate planning and tax strategies, an increasing number of firms are collaborating with members of the Advisory Accelerator. With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers.


Learn more about what it takes to advance the advising practice at your company by listening to this.





LINKSShow Notes

About Invia Capital



GUESTS



Murang PakAbout Murang



Special Guest: Murang Pak.

On this edition of the Advisory Accelerator Podcast, we connect with Jonathon Morrison at Frazer, Ryan, Goldberg & Arnold, LLP, to discuss how his firm partners with CPA firms to help expand their capabilities in the estate planning area. By partnering with the firm, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients with a more holistic and advisory minded approach.


With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers, and that's why more and more firms are partnering with members of the Advisory Accelerator to ensure that nothing is falling through the cracks when it comes to providing key clients proactive estate planning strategies.


Take a listen to learn more about what it takes to accelerate your firm's advisory practice.





LINKSShow Notes

About Frazer Ryan Goldberg & Arnold LLP



GUESTS



Jonathon MorrisonAbout Jonathon



Special Guest: Jonathon Morrison.

On this edition of the Advisory Accelerator Podcast, we connect with Bob Rubin of your 401k source.com about how his firm partners with accounting firms to help them offer 401k services to their clients.


401ksource.com can also help companies with their own 401K programs to make sure they're as impactful as possible. Bob is behind our 401k program at Engineered Advisory and all of our related companies.


We had a great conversation about helping people retire financially stress-free who might have flunked a compliance test by working around the average deferral percentage tests and force refunds to give contributions back to the employees that were deducted from their pay.


He does a fantastic job and you will enjoy listening to what he has to say.





LINKSShow Notes

About 401ksource.com



GUESTS



Robert RubinAbout Robert



Special Guest: Robert Rubin.

On the show today, we connect with Glenn Dunlop of Peerview Data, a firm many of our clients have used for several years. Peer View provides easy benchmarking and analytical data that allows CPAs to engage their key clients.


You enter the client's information. You can compare it against their peers in the industry. You can sort by SIC and NICS codes, geography, revenue, and bands, and analyze the KPIs that lead to substantive conversations with your clients.


Take a listen and learn more about what it takes to accelerate your firm's advisory practice.





LINKSShow Notes

About Peerview Data



GUESTS



Glenn DunlapAbout Glenn



Special Guest: Glenn Dunlap.