How CPA firms can integrate outsourcing, automation, and offshoring for growth

When a group of finance and accounting folks ask at the company holiday party “who is responsible for bringing Workiva in?”…and you give them a confident “hey that’s me wave”! Here’s how Workiva creates value for organizations: ✅ Cuts reporting time by 30–70% through automation ✅ Reduces audit prep costs with built-in traceability and version control ✅ Accelerates close cycles with real-time data linking ✅ Improves data accuracy and reduces manual errors ✅ Enables cross-functional collaboration with a single source of truth ✅ Strengthens compliance across SOX, ESG, and more But the qualitative ROI is just as powerful: → More confident decision-making → Better visibility across finance and risk → Time back for strategic thinking In an environment where agility and accuracy are everything, Workiva empowers finance, accounting, risk, and legal teams to lead with confidence. #CFO #DigitalTransformation #Workiva #FinanceInnovation #Compliance #Automation #ESGReporting #FinanceLeadership

George Mathew from Insight Partners Partners often talks about how the best companies don’t just grow, they operationalize their growth. That’s exactly what accounting and advisory firms are missing right now. Most firms have smart people, loyal clients, and decades of experience… But no system that turns all that expertise into something scalable. Every engagement is custom. Every “advisory” project starts from zero. That’s not growth, that’s reinvention on repeat. Positioning Suite™ was built to change that. It helps firms standardize how advisory is built, priced, and delivered so they can scale like a software company, not a service firm. Because the firms that win in the next decade won’t just offer advisory. They’ll productize it. And that’s what true operational leverage looks like.

How can we effectively utilise our in-house technical team for Finance Transformation? In today’s fast-evolving business environment, finance transformation isn’t just about implementing new systems - it’s about building smarter, data-driven, and scalable processes that truly empower decision-making. And while many organizations look outward for technology solutions, we often overlook a powerful asset within-our in-house technical team. Here’s how we can leverage them effectively: 1️⃣ Collaborate Early-Bring the tech team into transformation discussions from day one. Their insights on system integration, automation, and data flow can shape more sustainable finance solutions. 2️⃣ Bridge Business and Technology -Encourage cross-functional workshops between finance and IT. Translating business needs into technical language early reduces rework and enhances efficiency. 3️⃣ Empower with Context-Help the tech team understand finance pain points -reporting delays, reconciliation challenges, manual workloads, etc. When they see the “why,” their solutions become sharper and more impactful. 4️⃣ Promote Co-Creation-Instead of outsourcing every automation, co-develop tools with your internal experts. This builds ownership, agility, and long-term adaptability. 5️⃣ Invest in Upskilling-Support your tech teams with exposure to finance domain knowledge. A technically strong, financially aware team becomes your biggest transformation enabler. In-house teams bring institutional knowledge, commitment, and faster collaboration-key ingredients for lasting transformation success. 💬 How does your organization involve internal tech teams in finance transformation initiatives? Would love to hear real examples or challenges you’ve seen in bridging finance and technology! #FinanceTransformation #DigitalFinance #InhouseTalent #Automation #Leadership #FinanceStrategy

“Finance today is more about strategic transformation than just process transformation. The competitive advantage now lies in how intelligently, quickly and confidently an organization can act.” Our COO Bhadresh Patel says that finance functions are driving the visibility and insights needed to orchestrate agility and growth at scale. The businesses that empower finance teams to lead in this way will overcome disruption. Read more in Forbes. https://lnkd.in/eVkHGVgq #Finance4.0 #FutureOfFinance #DigitalTransformation #Automation

Did you know? System mismatch is one of the biggest hidden costs of offshoring. Every U.S. CPA firm uses a different tech stack. The challenge is not working on these tools. It is ensuring that offshore teams can work within them, without friction, delays, or data risk. That is where most outsourcing models fall short. When systems do not align, every handoff adds manual reconciliation, version mismatches, and time lost in back-and-forth clarification. At MySmartCFO, our teams are trained and certified across different ecosystems, ensuring complete integration with U.S. accounting workflows. This means: - Secure access protocols and role-based permissions that protect client data - Mirror environments for seamless collaboration with onshore teams - Automated syncs to eliminate double entries and reporting errors For our partners, this translates to fewer disruptions and faster turnaround, especially during peak filing periods. Offshoring should not mean reworking how you work. It should mean extending your team, not changing your process. That is the difference between coordination and true integration, and that is what we deliver. #OffshoreAccounting #AccountingIntegration #USCPAFirms #FinanceAutomation #DigitalAccounting #DataSecurity #SmartFinance

Many are observing a generational shift in adopting new accounting systems. Early adopters have transitioned, but others face fear and uncertainty. Transformation can be disruptive, especially for accounting staff, as automation may replace roles. The challenge lies in mitigating fears and uncertainties as personalized service diminishes. Firms differentiating themselves in this landscape, like Cherry Beckert Kerr Consulting, stand to gain. #accounting #automation #transformation #generationalShift #innovation

𝘿𝙖𝙮 93/100 — “𝘾𝙤𝙣𝙩𝙧𝙤𝙡𝙨 𝙖𝙧𝙚 𝙩𝙝𝙚 𝙛𝙤𝙪𝙣𝙙𝙖𝙩𝙞𝙤𝙣 𝙤𝙛 𝙨𝙘𝙖𝙡𝙖𝙗𝙡𝙚 𝙜𝙧𝙤𝙬𝙩𝙝.” When startups scale, excitement often outpaces structure. Everyone’s focused on revenue, speed, and customer acquisition and that’s how it should be. But somewhere in that sprint, one quiet question often gets ignored: “𝘾𝙖𝙣 𝙤𝙪𝙧 𝙘𝙪𝙧𝙧𝙚𝙣𝙩 𝙥𝙧𝙤𝙘𝙚𝙨𝙨𝙚𝙨 𝙝𝙖𝙣𝙙𝙡𝙚 10𝙭 𝙜𝙧𝙤𝙬𝙩𝙝?” I’ve seen this first-hand during an ERP implementation for a fast-growing business unit. The company had tripled in size within two years but approvals were still happening over email, and reconciliations were manual. Things worked fine… until they didn’t. When errors started piling up, leadership thought they had a performance issue. But it wasn’t people, it was process design lagging behind business growth. Once we implemented structured controls, automated approval flows, role-based access, and exception tracking not only did the errors disappear, but efficiency jumped by nearly 30%. 𝙂𝙧𝙤𝙬𝙩𝙝 𝙙𝙞𝙙𝙣’𝙩 𝙨𝙡𝙤𝙬 𝙙𝙤𝙬𝙣 𝙗𝙪𝙩 𝙞𝙩 𝙗𝙚𝙘𝙖𝙢𝙚 𝙨𝙪𝙨𝙩𝙖𝙞𝙣𝙖𝙗𝙡𝙚. Because in reality, controls don’t limit growth, they enable it. They’re the quiet infrastructure that lets ambition scale safely. #Governance #ScalableGrowth #InternalControls #LeadershipInAction #ProcessImprovement #RiskManagement #BusinessTransformation #FPnA #AuditInsights #100DaysofGovernance

Building an internal finance team gives you direct control and alignment with operations. But as complexity increases that model can become costly and slow to scale. Outsourced accounting offers the opposite: SaaS-specific expertise, automation, and scalability without the overhead. It’s ideal for startups and growth stage companies that need investor ready financials fast. The reality for most SaaS firms falls somewhere in between a hybrid approach. By outsourcing core accounting functions while maintaining internal oversight or CFO level leadership, companies gain both agility and control. At Wiss, we help SaaS teams design this balance. Through automation, AI tools, and fractional CFO advisory, we give leaders the clarity to grow confidently with financial systems built to evolve as they do. Because in the end, the best model is the one that scales with your vision. Learn more in our most recent blog: https://lnkd.in/ecsPgGv6 #SaaSFinance #CFOAdvisory #OutsourcedAccounting #AIinFinance #DigitalTransformation #FinanceLeadership

2025 Will Separate the Builders from the Bystanders. Every industry is changing.
HMRC is going digital. Companies House is tightening up. Automation is replacing manual work. Some accountants are complaining about it.
Others are adapting, building systems, and scaling faster than ever. This is the divide the ones who resist change will get left behind, and the ones who embrace it will own the future. 
I’ve already made my choice, and so have my clients. 2025 isn’t just another year. It’s a filter. PS. Found this helpful? ♻️ Share it and follow me, Qais, for daily tips and real talk on building a modern, client-first accountancy firm.

The accounting industry is undergoing significant transformation. As technology expands its role, firms must embrace digital literacy and diversify their services to meet client demands. This article highlights the urgent need for adaptability amidst rising revenue opportunities through advisory services. https://ow.ly/JpIw50WXIQQ