In this episode we kick off your offshore staffing journey with insights on transitioning from a reactive bandaid to a strategic, long-term business model. Discover how firms are building operational models around offshore teams, leveraging talent effectively, and boosting ROI.

Takeaways:

•The difference between using offshore staffing as a short-term fix versus a strategic asset

•How offshore teams can be integrated into long-term operational models

•The key metrics and KPIs to track for offshore staffing success

•The importance of onboarding, communication, and cultural integration

•Common challenges and pitfalls to avoid when building offshore teams

•The impact of offshore staffing on firm profitability and growth

•Emerging offshore talent markets beyond traditional regions

•Practical steps to start or expand offshore staffing in your firm

Connect with Dawn Howard:

•LinkedIn: https://www.linkedin.com/in/dawn-howard-m-s-b4a6b911

•Email: dawn@yorcmo.com

Connect with Jordan Sublette (Founder and CEO, Cloud Accountant Staffing)

•LinkedIn: https://linkedin.com/in/jordansublette

•Email: Jordan@cloudaccountantsafing.com

Connect with Connor Bland (Head of growth, Cloud Accountant Staffing)

•LinkedIn: https://www.linkedin.com/in/connerbland/

•Email: conner@cloudaccountantstaffing.com

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify - https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/nGCnR_ncJdc

In this episode of the Accounting for Growth podcast, Chad Person and Kathryn Crosby discuss the operational challenges faced by professional services firms as they seek to grow. They explore the importance of clarity in roles, effective systems, and the need for leaders to delegate and trust their teams. Kathryn shares insights on identifying capacity drains, the significance of coaching for leadership, and practical steps for self-assessment to optimize operations and drive growth.

Takeaways

•Professional services firms often face operational bottlenecks that hinder growth.

•Clarity in roles and effective systems are essential for creating capacity.

•Leaders should delegate tasks to empower their teams and avoid bottlenecks.

•Excessive administrative burdens on leaders can drain capacity.

•Trusting team members fosters confidence and improves performance.

•Automation can streamline routine tasks and free up time for leaders.

•Regular check-ins can help identify operational blockers.

•Self-assessment tools can guide firms in optimizing their processes.

•Coaching for mid-level managers is crucial for developing leadership skills.

•Growth is not solely about hiring more staff; it's about optimizing existing resources.

Links

Kathryn Crosby

https://wisemindventures.com/

LinkedIn: https://www.linkedin.com/in/kathryn-crosby/

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/KRbZx227VSM

Accounting for Growth podcast is produced by Frost Media Group

Learn more at https://frostmediagroup.com

In this final episode of the Managing Partner Reality series, Chad Person and Dawn Howard discuss the critical importance of succession planning and leadership development within firms. They explore the gaps in leadership capacity, the necessity of mentorship, and strategies for effective leadership transition. The conversation emphasizes the need for proactive planning and building a culture that supports leadership growth to ensure the firm's future success.Takeaways•Succession planning is essential for firm growth.•Leadership capacity is often concentrated in a few senior partners.•Mentorship should extend beyond technical skills to include strategic decision-making.•Firms need to prepare for leadership transitions well in advance.•Building a culture of leadership is crucial for long-term success.•Younger professionals should be exposed to leadership roles early on.•Effective communication is key during leadership transitions.•Planning for succession should be an ongoing conversation.•Firms must consider the emotional aspects of client transitions.•Shared leadership is vital for sustainable growth.LinksDawn Howard– Fractional CMO, YorCMOLinkedIn: https://www.linkedin.com/in/dawn-howard-m-s-b4a6b911Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.Ways to Tune In•Amazon Music https://music.amazon.com/esco/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod•Youtube: https://youtu.be/PHasGfFW8l4Accounting for Growth podcast is produced by Frost Media GroupLearn more at https://frostmediagroup.com