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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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31 - Unlocking Growth Potential: Strategic LinkedIn Outreach for CPA Firms with James Donovan
26:31
26:31
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Join us in this episode of Business Beyond Borders as we explore strategic LinkedIn outreach for CPA firms with guest James Donovan of Nine Two Media. Discover how to effectively set up your LinkedIn profile, identify and target your ideal clients, craft compelling messages, and measure the success of your campaigns. In this episode, you will be ab…
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30 - Enhancing Accounting Excellence: Standardizing Processes for Success with Shana Cooper
26:35
26:35
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26:35
Join us on this episode of Business Beyond Borders as we explore the importance of high-quality reconciliations in accounting. Shana Cooper shares insights on avoiding common reconciliation errors, standardizing processes for efficiency, leveraging technology, and accessing essential training resources to elevate your accounting team's performance.…
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29 - Celebrating Wins, Attracting Talent, and Delighting Clients with Barry Labov
29:48
29:48
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29:48
Unlock the secrets to firm success! Join host Laurence Whittam and guest Barry Labov as they delve into strategies for celebrating wins, attracting top talent, delivering personalized client experiences, and maximizing growth opportunities. In this episode, you will be able to: Understand the significance of celebrating internal wins within your fi…
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28 - Navigating Remote Team Management and Cultural Integration in Outsourcing with Gavin and Rodel
37:07
37:07
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37:07
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, …
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27 - Attracting Talent and Streamlining Operations: A Deep Dive into Accounting Entrepreneurship with Henry Huie
30:12
30:12
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30:12
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 account…
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26 - Navigating Offshore Success: Strategies for Global Team Integration with Holly Clawson
32:49
32:49
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32:49
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…
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25 - Navigating Global Accounting Talent and Outsourcing Strategies with Bruce Ditman
28:58
28:58
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28:58
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 pr…
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24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam Lean
23:41
23:41
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23:41
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:…
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23 - Revolutionizing Tax Advisory: Transforming Firms for the Future with Jackie Mayer
21:49
21:49
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21:49
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…
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22 - Optimizing Offshore Operations: Strategies for Effective Communication and Integration with Bhavesh Agarwal
38:16
38:16
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38:16
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. I…
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21 - Navigating Management, Work-Life Harmony, and the Changing Landscape of Accounting with Mike Manalac
42:55
42:55
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42:55
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 …
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20 - Revolutionizing Accounting: Exploring Outsourcing, Innovation, and Future Trends with Darren Isaacs
27:39
27:39
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27:39
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: Ga…
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19 - Maximizing Value: Transitioning to a 40-Hour Work Week in Accounting with Geraldine Carter
26:08
26:08
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26:08
Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this epis…
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18 - Expert Insights, Leadership Strategies, and Innovative Solutions for Seamless Collaboration with Vivek Shah
30:33
30:33
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30:33
Elevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to: Discover actionable insights into various outsourcing engagement models, equippi…
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17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David Cristello
31:14
31:14
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31:14
In this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to: Understand the transfo…
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16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick Sinclair
30:13
30:13
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30:13
Join us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to: Gain insights into effective strategies for managing and growing global teams within the…
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15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie Ramsey
30:13
30:13
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Join Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to: Understand the evolving …
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14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based Pricing
27:08
27:08
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27:08
Join us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to: Understand the importance of transitioning from hourly bi…
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13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry
31:30
31:30
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31:30
Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to: Understand the importance of integrating wealth management servic…
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12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton
40:31
40:31
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40:31
Join us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to: Underst…
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11 - Revolutionizing Accounting: The Future of Automation with Basis
32:34
32:34
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32:34
Dive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to: Discover how Basis is transforming traditional a…
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10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey Havens
29:47
29:47
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29:47
Join us in this episode as we delve into the power of storytelling fostering belonging, embracing flexibility, and investing in HR for success with Joey Havens, a seasoned author, consultant, and retired partner from HORNE LLP. Tune in for actionable insights to revolutionize your firm's approach and thrive in today's ever-evolving landscape. In th…
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09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane Polakoff
34:44
34:44
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34:44
Join us as Kane Polakoff, Principal, Client Advisory Services Practice Leader of CohnReznick LLP delves deep into the offshore accounting realm, unraveling the intricate threads of success. From cultivating robust leadership to honing recruitment practices and ensuring top-notch quality management. Gain invaluable insights and expert advice on buil…
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08 - Navigating the Accounting Event Landscape: A Deep Dive into Professional Growth Opportunities with Seth Fineberg
46:07
46:07
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46:07
Join us for an enlightening episode as we tackle the pressing questions that leaders in accounting firms must address to make their organizations more attractive. Our guest, Seth Fineberg, Founder of Accountants Forward, discusses the essential shifts needed within the profession, focusing on a culture shift, innovative networking, growth strategie…
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07 - Navigating Staff Leasing and Offshoring: Insights from Global Staff Connections with Andrew Mendiola
23:02
23:02
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23:02
Join us in another insightful episode as we delve deeper into the world of staff leasing and offshoring. Our guest, Andrew Mendiola, Managing Director of Global Staff Connections, sheds light on benefits, challenges, and strategies for effective offshore talent utilization. In this episode, you will be able to: Discover Global Staff Connections' gr…
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06 - Optimizing Operations: Strategies for Success in CPA Firms with Andrew Ferrigno
23:34
23:34
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23:34
Join us in another insightful episode as we delve deeper the intricacies of optimizing operations within CPA firms, featuring insightful discussions with industry experts. Our guest, Andrew Ferrigno, Managing Director, Whitman Transition Advisors LLC, shares expert strategies and essential tips for addressing skill gaps, leveraging technology effec…
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05 - Unlocking Success: Insider Tips for Outsourcing in South America with Agustin Morrone
36:40
36:40
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36:40
Join us in another insightful episode as we delve deeper into the secrets to successful outsourcing in South America. Our guest, Agustin Morrone, Co-Founder & VP of Growth, Vintti, shares expert strategies and essential tips for maximizing efficiency and finding top talent. In this episode, you will be able to: Insights into cultural dynamics when …
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04 - Navigating Training, Engagement, and Culture in Today's Global Workplace with John Fenton
43:57
43:57
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43:57
Join us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, John Fenton, Founder and CEO of John J Fenton Executive Coaching, sheds light on diverse, remote, and international teams. In this episode, you will be able to: Discover effective leadership strategies for diverse, remote, and international t…
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03 - Global Collaboration: Navigating Outsourcing Dynamics with Hardik Shah
32:14
32:14
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32:14
Join us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, Hardik Shah, Associate Director of Unison Globus, sheds light on overcoming talent retention challenges, prioritizing effective communication, establishing standardized processes, maximizing productivity through time zone differences, and emb…
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02 - Modernizing Accounting: Strategies for Growth and Efficiency with David Kells
35:27
35:27
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35:27
In today's episode of "Business Beyond Borders: Impactful Insights for CPAs," we delve into the world of modernizing accounting with David Kells, Managing Director of Whitman Transition Advisors. Join us as we explore strategies for growth and efficiency in accounting practices, discussing key insights and actionable steps to stay ahead in a rapidl…
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Welcome to the first episode of "Business Beyond Borders," the essential podcast for CPA firms navigating the intricacies of staffing challenges. I'm Laurence Whittam, your experienced host, ready to guide you through the evolving landscape of outsourcing and offshoring. With over a decade of expertise, having worked closely with 500+ CPA firms, I …
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