Episodios
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How do you build a thriving firm culture in a remote world—and why does vulnerability matter more than ever?
In this episode of Business Beyond Borders, Laurence Whittam sits down with Randy Crabtree—CPA, co-founder of Tri-Merit Specialty Tax Professionals. Known for championing culture, mental health, and people-first leadership, Randy shares practical insights from decades of experience.
In this episode, you will be able to:
• Discover why intentional leadership is critical to culture-building
• Learn how firms are successfully blending flexibility with in-person connection
• Understand the impact of well-defined (and alternative) career paths
• Explore the power of celebrating wins—both personal and professional
• Hear how vulnerability at the top creates space for growth at all levels
Listen now to rethink what leadership and culture mean in the modern firm.
#CPALeadership #FirmCulture #RemoteTeams #AccountingInnovation #BusinessBeyondBorders
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What does it take to build a high-performing offshore team from the ground up?
In this episode of Business Beyond Borders, guest Ben Town shares how his frustrating outsourcing journey led to the creation of his own offshore team, now supporting firms.
In this episode, you will be able to:
Understand the stages CPA firms go through when exploring outsourcing
Identify the common challenges of working with outsourcing vendors
Learn why cultural alignment and asynchronous communication are critical to success
Discover how Ben structured his offshore valuation team for scalability and retention
Get real-world insights into managing workflows and time zones effectively
Listen now to learn how intentional leadership can turn outsourcing pain into opportunity!
#CPAOutsourcing #OffshoreTalent #BusinessBeyondBorders #FirmGrowth #AssuranceAdvisors
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Is AI replacing marketers—or finally making them effective?
In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark.
In this episode, you will be able to:
• Discover how AI accelerates content, outreach, and BD for accounting firms.
• Learn why prompt engineering and human input are essential to success.
• Hear how firms like MGO leveraged internal branding to win buy-in for outsourcing.
• Understand how smaller firms can compete with industry giants using automation.
• Get practical tips to start using AI in your firm today—without being a tech expert.
Don’t let your firm fall behind. Listen now!
#CPAFirmGrowth #AIinMarketing #CPAOutsourcing #BusinessBeyondBorders
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Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think.
In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects.
In this episode, you’ll be able to:
• Recognize common cultural challenges when working with offshore teams
• Understand how these issues show up in FTE, project-based, or BOT models
• Learn how to better integrate your outsourcing provider into strategic discussions
• Discover tools like internal workshops and alliance resources to bridge cultural gaps
• Get practical steps to overcome discomfort and build global team alignment
Ready to make culture your outsourcing advantage? Listen now to the full episode and start scaling smarter.
#BusinessBeyondBorders #OutsourcingTips #GlobalTeams #CulturalAlignment #ScalingSuccess
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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
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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 successLearn how to avoid the silo effect when testing offshoring with just one office or partnerDiscover the role of marketing, HR, and transparency in building a united teamExplore real-world examples of firms integrating offshore talent into their cultureIdentify key benefits for both partners and staff that drive stronger internal buy-inListen now and rethink your approach to building a unified, global team!
#outsourcingstrategy #cpafirms #firmculture #offshoring #businessbeyondborders
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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
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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
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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
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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 matterLearn how to roll out engagement letters effectivelyDiscover best practices for managing client data securelyNavigate client objections and concerns with confidenceImplement strategies to ensure compliance without disrupting operationsNot sure if your firm is handling 7216 the right way? Let’s talk! Reach out to Laurence Whittam at [email protected] today.
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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
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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!
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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!
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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
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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.
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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 [email protected] to learn more about offshoring strategies for your firm!
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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/
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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 [email protected] or visit their website at businessbenefitsconsultants.com!
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In this episode of Business Beyond Borders, Laurence Whittam welcomes Bruno Roque Cignacco, an expert in compassionate business and international trade. They dive deep into the human side of business, especially within accounting firms.
In this episode, you will be able to:
Understand the importance of fostering compassionate business practices.Learn how to create a balanced environment between quantitative performance and qualitative human connection.Gain insights into retaining and motivating talent in virtual and global teams.Explore strategies to support employees’ emotional and mental needs.Discover the impact of a compassionate work culture on employee loyalty and business success.Don't miss this insightful conversation with Bruno Roque Cignacco!
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Join us for an insightful episode of Business Beyond Borders featuring Karl Baker, Founder of Baker CFO Advisory. Discover how CFO advisory services are transforming businesses and how audit expertise can lead to successful leadership and scaling of advisory services.
In this episode, you will be able to:
Understand the transition from audit to CFO advisory and its benefits for firmsLearn key strategies for scaling a CFO advisory practiceExplore how to build a strong team with both domestic and international talentGain insights into why small businesses need CFO advisory servicesDiscover effective ways to articulate financial leadership to clientsFor more insights or CFO advisory services, reach out to Karl at Baker CFO Advisory or via email at [email protected].
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