The Advisory Accelerator Podcast: Recent Episodes
Ability Resources
Meet members of the HABU Advisory Accelerator who are helping professional service providers (CPAs, attorneys, architects, etc…) create lasting value inside their client relationships. Hosted by Jeff Pawlow - President of the Engineered Advisory family of companies.
On this edition of the Advisory Accelerator Podcast, Join me as I speak with Nick Sinclair, founder of TOA Global. Listen in as we discuss how TOA Global's unique model builds long-term relationships between their placements and the client's firm. It creates a seamless integration that feels like they are just down a long hallway. Nick touches on the benefits of outsourcing for cost and talent arbitrage and the importance of effective communication in building successful remote teams. Lastly, we discuss how the pandemic has changed how many firms view global staffing solutions.
SHOW HIGHLIGHTS * TOA Global provides a global staffing solution through the Philippines and South Africa to help accounting firms find and retain top talent. * Their model is different from traditional outsourcing, as they help firms build a team that becomes part of the client's firm. * The COVID-19 pandemic has accelerated the acceptance of building global teams and remote working. * Language barriers are minimal with talent from the Philippines and South Africa, making communication easier. * TOA Global's staff works the same hours as their client firms, making collaboration seamless. * Outsourcing provides cost arbitrage, allowing firms to pay above-market salaries to local teams and retain the best talent. * Meaningful work improves employee attraction and retention rates. * Security measures taken in TOA Global's office environment include employee privacy, IT department investment, and bank-level security systems. * Employees work in the client's IT environment, eliminating data security risks. * TOA Global focuses on people as the biggest asset of a service-based business.
LINKSShow Notes
About TOA Global
GUESTS
| | Nick SinclairAbout Nick |
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Special Guest: Nick Sinclair.
"On this edition of the Advisory Accelerator Podcast, we connect with Nick Burgess of the Burgess Financial Group to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practice. By partnering with Burgess, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients through a more holistic and advisory minded approach. With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers. That's why more and more firms are partnering with Burgess to ensure that nothing is falling through the cracks when it comes to providing key clients with proactive estate planning strategies. Take a listen to learn more about what it takes to accelerate your firm's advisory practice."
LINKSShow Notes
About Paragon Tax Advisory Services
GUESTS
| | Nick BurgeesAbout Nick |
Special Guest: Nick Burgees.
On this edition of the Advisory Accelerator Podcast, we connect with Stephen Way of Paragon Tax Planners to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practices. By partnering with Paragon CPAs create a virtual tax office that expands the capabilities of their in-house personnel and allows them to engage their clients through a more holistic and advisory minded approach. With the incredible complexity of today's tax code, no individual CPA can. Ever expect to have all the answers. That's why more and more firms are partnering with Paragon to ensure that nothing is falling through the cracks inside of their key client relationships. Take a listen to learn more about what it takes to accelerate your firm's advisory practice..
LINKSShow Notes
About Paragon Tax Advisory Services
GUESTS
| | Stephen WayAbout Stephen |
Special Guest: Stephen Way.
"On this edition of the Advisory Accelerator podcast, we connect with Benny Wright, the president of Victory Claims Consulting to discuss how his firm partners with CPA firms to help their clients overcome the impacts of a disaster and to maximize their insurance reimbursements. The need for this expertise is becoming more immediate with the recent increase in severe weather events and chances are either you or a client will have a need help to navigate this type of crisis. When disaster strikes, your clients will turn to you to help navigate all the complexities related to the event and Benny can partner with you to ensure you can assist like a pro. Take a listen and learn what it takes to accelerate your advisory practice."
LINKSShow Notes
About Victory Claims Consulting
GUESTS
| | Benny Wright About Benny |
Special Guest: Benny Wright.
"On this edition of the Advisory Accelerator podcast, we connect with Philip Wentworth, the CEO of Rocker Box to discuss how they are partnering with CPA firms to provide expertise related to both ERTC and the WOTC credits. The ERTC, which stands for Employee Retention Tax Credit, is a refundable tax credit that was designed to reward and encourage businesses to keep their employees on payroll. The WOTC, which stands for Work Opportunity Tax Credit, is a Federal tax credit available to employers for hiring individuals from certain targeted groups who have consistently faced significant barriers to employment. In this Episode, Philip does a deep dive on both these tax credits and so much more. Take a listen and learn what it takes to accelerate your advisory practice."
LINKSShow Notes
About The Growth Partnership
About Rockerbox
GUESTS
| | Philip Wentworth About Philip |
Special Guest: Philip Wentworth.
On this edition of the Advisory Accelerator Podcast, we connect with Oggi Ruiz of the World Financial Group, a leading financial services platform provider, to discuss their elegant approach to helping CPA firms get into the financial services business and jump-start their success. It's a fascinating conversation, and their mission to help every family access financial knowledge, products, and resources to prepare for a better future really shows in their approach. Take a listen and learn what it takes to accelerate your advisory practice.
LINKSShow Notes
About The Growth Partnership
About World Financial Group Solutions
GUESTS
| | Oggi RuizAbout Oggi |
Special Guest: Oggi Ruiz.
Today on the Advisory Accelerator podcast, we're talking with David Spray, President of Export Advisors, a specialty tax firm based in Houston, Texas. We discuss how Export Advisors are partnering with CPA firms to provide expertise related to the IC-DISC, a tax incentive helping exporters retain more of their profits. David's approach helps CPAs better equip themselves to identify suitable candidates for this offering. This is another great example of identifying opportunities to accelerate your advisory practice.
LINKSShow Notes
About The Growth Partnership
About Export Advisors
GUESTS
| | David SprayAbout David |
Special Guest: David Spray.
Today on the Advisory Accelerator podcast, we're talking with Brad Gornto, President & Founder of iCLAT Solutions, a firm dedicated to partnering with CPA firms to provide a straightforward charitable giving framework that can help reduce taxable income in a year when a client's tax liability is unusually high. An "iCLAT" is simply a trust that makes annual distributions to charity for a specified term of years and, at the end of the term, distributes the remaining trust assets back to its grantor. A well-established but rarely used type of charitable planning strategy, Brad and his team have worked with 100s of individuals, attorneys, accountants, financial planners, charities, DAF sponsors, and fiduciaries in the proper design, drafting, establishment, and administration of iCLATs. Take a listen and learn what it takes to accelerate your advisory practice.
LINKSShow Notes
About The Growth Partnership
About iCLAT Solutions
GUESTS
| | Brad GorntoAbout Brad |
Special Guest: Brad Gornto.
Today on the Advisory Accelerator podcast, we're talking with Jerry Winkelmann, Executive Director at Engineered Advisory Services, Jack Lambert, Managing Partner at Jet Access Aviation, and Bart Peters, Managing Attorney at Business Aviation Law Group, about their unique jet aviation program. As a CPA, you may have clients who would benefit from exploring the purchase of a private aircraft as an investment vehicle, especially when the plane is placed inside of a charter fleet, and from a tax minimization standpoint. We had the opportunity to dive into the current tax guidelines, the nuances of owning a jet, and the advantages it can provide to the owner. This is a great episode, especially if you're a CPA looking to drive value into your client relationships.
LINKSShow Notes
About The Growth Partnership
About Engineered Tax Services
About Jet Access Aviation
About Business Aviation Law Group
GUESTS
| | Jerry WinkelmannAbout Jerry | | Jack LambertAbout Jack | | Bart PetersAbout Bart |
Special Guests: Bart Peters, Jack Lambert, and Jerry Winkelmann.