Business Beyond Borders: Impactful Insights for CPAs

68 - What Tax Season Revealed About Your Outsourcing Strategy

Is your outsourcing strategy ready for extension season—or are the same problems about to repeat themselves?   In this episode of Business Beyond Borders, host Laurence Whittam sits down with Mitsu Shah and Khanjan Shah from Accseed to unpack what really happened during tax season—from process breakdowns and onboarding delays to staffing, security, and the growing role of AI in outsourcing.   In this episode, you will be able to: • Learn why firms should start preparing for extension season now—not in September • Understand the importance of testing systems and onboarding global teams early • Discover how firms can improve communication and document collection during tax season • Explore why AI is enhancing workflows—not replacing accounting professionals • Hear how outsourcing firms are approaching data security, staffing, and scalability today   Listen to the full episode now and start building a smoother, smarter extension season!   #BusinessBeyondBorders #OutsourcingStrategy #GlobalTeams #TaxSeason #AccountingIndustry

67 - AI at Scale: Lessons from PKF’s Firm-Wide Rollout with Thomas J. DeMayo

Feeling overwhelmed by AI? So are your clients. In this episode of Business Beyond Borders, host Laurence Whittam is joined by Thomas J. DeMayo, Partner and Practice Leader at PKF O’Connor Davies, to break down what AI adoption actually looks like inside a large CPA firm—and how to help your clients do the same. From governance to growth, Tom shares how PKF is leading the charge and what firms of any size can learn from their approach.   In this episode, you will be able to: • Understand how to approach firm-wide AI adoption with structure and strategy • Learn why governance is non-negotiable when bringing AI tools into your ecosystem • Discover how to talk to clients about AI—even if you’re still figuring it out yourself • Explore the risks of third-party tools and how to vet them properly • Hear how PKF scaled its AI capabilities with external partnerships and internal hiring   Listen to the full episode now and learn how to lead with AI—before it leaves you behind!   Contact Thomas at tdemayo@pkfod.com if you’d like to discuss collaboration or client support.   #BusinessBeyondBorders #AIinAccounting #DigitalTransformation #CPAFirmStrategy #ClientAdvisory

66 - What Happens When You Align People, Tech, and Strategy with Erin Daiber

Jumping into new initiatives without a strategy? It’s costing you more than you think.   In this episode of Business Beyond Borders, host Laurence Whittam talks with Erin Daiber, founder of Well Balanced Accountants, about how CPA firms can better align people strategy, AI adoption, and leadership development through intentional planning and accountability.   In this episode, you will be able to: • Understand how to future-proof your firm’s talent pipeline through strategic development • Identify why firms fall short on AI integration and how to close the gap • Learn how to lead and retain remote and offshore teams more effectively • Explore the mindset shift required for soft skills and leadership training to stick • Discover the power of strategic planning behind every firm-wide initiative   Listen to the full episode now and start building a smarter, stronger firm from the inside out! Learn more at wellbalancedaccountants.com Schedule a call with Erin: https://nut.sh/ell/schedule-booking/367941/OCkeNz   #BusinessBeyondBorders #CPAFirmLeadership #AIinAccounting #SuccessionPlanning #PeopleStrategy

SPECIAL EPISODE: What the HIRE Act Could Mean for Outsourcing in the CPA World

SPECIAL EDITION: What the HIRE Act Could Mean for Outsourcing in the CPA World! On September 5th, Senator Moreno introduced the HIRE Act (Halting International Relocation of Employment Act)—a proposed bill that could impose a 25% excise tax on payments to foreign service providers when serving U.S. consumers. This could dramatically impact CPA firms that rely on outsourcing or offshoring.   In this special episode of Business Beyond Borders, host & expert Laurence Whittam unpacks the early-stage bill and brings insight from on what firms should be doing right now to assess risk and prepare.   In this episode, you will be able to: •  Understand the key provisions of the HIRE Act and its potential financial implications •  Identify which firms, contracts, and payment models could be affected •  Explore planning strategies around risk mitigation and contract flexibility •  Learn about nearshoring and hybrid models as potential alternatives •  Position your firm to advise clients who may also be impacted   Want to understand how this could affect your firm? Contact Laurence Whittam at lwhittam@csuiteimpact.com for a tailored risk assessment.   Listen now wherever you get your podcasts!   #BusinessBeyondBorders #HIREAct #OutsourcingStrategy #CPAInsights #GlobalWorkforce

65 - Is Culture Just a Buzzword or a Business Strategy? with Trisha Daho

Is your firm losing its people because your culture is more talk than action? In this episode of Business Beyond Borders, host Laurence Whittam welcomes Trisha Daho—a former Big Four partner and now a fractional Chief People Officer—to unpack what it really means to build and sustain a high-performing culture inside today’s CPA firms.   They explore how culture must be intentional and measurable, not just aspirational, especially in a profession shaped by: •  How culture must be designed and measured—not assumed •  The leadership gaps that are exposed in hybrid environments •  Why firms must intertwine people strategy with business strategy •  Practical ways to hold partners and leaders accountable to values •  The need to treat offshore teams as part of the firm, not extensions   Tune in now to Business Beyond Borders with Laurence Whittam and start leading with purpose!   #BusinessBeyondBorders #FirmCulture #LeadershipDevelopment #PeopleStrategy #CPAFirmGrowth