Here's a quick sneak peek!
Testimonials
"Big WOW. This whole thing has been very informative and well done. But the segment on Due Diligence and Vetting was FANTASTIC. Jam packed with very good and practical advice. Excellent!!!"
"It's incredibly thorough, lots of value included."
"Seriously this is SO good. You should not worry about the fee at all. This is fantastic information. Very pragmatic and useable!"
"Onboarding and Training -it’s fantastic!!! Again – love the video and the lesson summary written format."
What You'll Learn
Outsourcing Models
Understand the differences between FTE, Ad Hoc, Managed, BOT, and EOR—and when to use each one.
Outsourcing Destinations
Learn how to evaluate global locations based on cost, skills, time zones, and culture.
Vendor Vetting & Due Diligence
Use a proven checklist to assess reliability, compliance, and long-term fit.
Hiring & Onboarding Tools
Get customizable SOPs, workflows, and onboarding templates to train offshore talent.
Legal & Compliance Essentials
Grasp the legal structures, contracts, and insurance requirements to protect your firm.
Execution & Optimization Action Plans
Follow step-by-step strategies to integrate, manage, and continuously improve your offshore program.
Outsourcing Curriculum
MEET LAURENCE WHITTAM
Laurence is an experienced advisor with a decade of expertise in working with over 500 CPA and Accounting firms across the US. He helps firms establish successful outsourced operations, offering hands-on guidance and leveraging his deep understanding of the accounting profession.
As a featured speaker and podcast guest, Laurence shares best practices and insights on outsourcing, highlighting its transformative impact on CPA and Accounting firms. Through Impact Global Solutions, Laurence aims to drive sustainable growth for firms by providing industry-standard methods and tools for effective outsourcing.