Accountants run into many hiring and staffing-related challenges.

You want to know:

• Which role to fill next
• Where to find talent
• If it’s time to go offshore
• How to hire well the first time.

Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can.

This interview is the fourth in the series, and we are talking about how to be successful when going offshore.

My guest is Nick Sinclair, founder and CEO of TOA Global, TOA is the global leader in talent solutions for the accounting industry. They supply 3500+ great offshore people to over 1000 firms in the US, Canada, Australia, New Zealand, and the UK.

…

Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

• How high can I go on prices without sending my clients running?
• What do you think of my niche?
• How do I upsell my legacy clients?
• What’s the script for talking to prospects about higher-level and Advisory services?
• What do I put in my tiered packages?

Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.

geraldinecarter.com/call
$495

DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

• Get guidance on increasing prices without overdoing it or underdoing it
• Disengage problem clients at a pace you’re comfortable with
• Create packages while knowing how to navigate scope creep
• Focus on your client niche without feeling like you’re jumping off a ledge
• Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500

After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there.

…

Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.
…

If you like the idea of working less, you might enjoy these episodes:

Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

When you need to explore, with Rebecca Driscoll, CPA

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

130% Revenue Increase While Working Less with Paige Gott

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

• How high can I go on prices without sending my clients running?
• What do you think of my niche?
• How do I upsell my legacy clients?
• What’s the script for talking to prospects about higher-level and Advisory services?
• What do I put in my tiered packages?

Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.

geraldinecarter.com/call
$495

DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

• Get guidance on increasing prices without overdoing it or underdoing it
• Disengage problem clients at a pace you’re comfortable with
• Create packages while knowing how to navigate scope creep
• Focus on your client niche without feeling like you’re jumping off a ledge
• Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500

Accountants run into many hiring and staffing-related challenges.

You want to know:

• Which role to fill next
• Where to find talent
• If it’s time to go offshore
• How to hire well the first time.

Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can.

In this episode, my guest, Laurence Whittam, Founder and Managing Director Impact Global Solutions, takes us through five keys to hiring virtual onshore accountants well.

…

Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

• How high can I go on prices without sending my clients running?
• What do you think of my niche?
• How do I upsell my legacy clients?
• What’s the script for talking to prospects about higher-level and Advisory services?
• What do I put in my tiered packages?

Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.

geraldinecarter.com/call
$495

DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

• Get guidance on prices, packages, and becoming more specialized
• Disengage problem clients without blowing a hole in your firm
• Have a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability

Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500