Struggling to find and keep great talent as your firm grows?

In this episode of Business Beyond Borders, host Laurence Whittam sits down with Naveed Saya, Vice President of IBEX, to discuss why CPA firms need to rethink traditional staffing models. They explore how global talent, strong culture, and strategic workforce planning can help firms scale sustainably while maintaining quality and profitability.

In this episode, you will be able to:

• Understand why traditional staffing models are no longer sustainable for CPA firms
• Learn how to build a global team that feels like a true extension of your firm
• Discover the key factors that improve retention and long-term team success
• Explore how AI, global talent, and operational efficiency work together to drive growth
• Identify the first steps to creating a successful outsourcing strategy that aligns with your firm’s goals

Listen to the full episode now and discover how the right global talent strategy can help your firm grow with confidence.

Connect with Naveed Saya and learn more about IBEX: https://www.ibex.co

#BusinessBeyondBorders #OutsourcingStrategy #GlobalTalent #CPAFirms #AccountingLeadership

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