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

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

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