In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams.
The discussion delves into the evolving landscape of the industry, where the challenge is no longer about finding talent but selecting the right fit for each firm.
They explore criteria, best practices, and the importance of building strong relationships with team members. Tune in to gain insights on how to effectively integrate outsourced teams and enhance your firm's performance.
Key Takeaways:
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Importance of knowing and building relationships with your team members.
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How to assess and select the right outsourced team.
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Best practices for integrating outsourced teams into your firm.
Join David and Laurence for a deep dive into optimizing your firm's approach to outsourcing and team management.
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals