Outsourcing for firms: how doing less can lead to more

OnDemand

As an accountant, you know what it means to be up against the clock. Your year - maybe even your life - is structured around dates, deadlines, and cutoffs. Add to this the growing demands of clients, and you’ve got your hands full, and feel like you’re working at maximum capacity.

What if there were a way to free yourself from some of the routine tasks of accountancy so that you can focus on growing your firm, creating meaningful relationships with your clients, and increase revenue? Good news, there is! Outsourcing tasks such as bookkeeping, marketing, and tax return preparation is a winning strategy for freeing up bandwidth among staff, cutting costs, and can directly lead to increased profit-generating business for your firm. Join Thomson Reuters to learn how your firm can outsource the day-to-day tasks of accountants to focus on growth and hear from a firm that benefitted from doing so.

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Speaker:

Mo Arbas

Consultant

Thomson Reuters

As a consultant with Thomson Reuters, Mo is passionate about working with clients across the country and delivering an exceptional client experience. Mo specializes in advisory, tax, and operational workflow and is a lead presenter at Partner Summit, Evolve Your Practice, and SYNERGY Users’ Conference.

In 2012, Mo joined Thomson Reuters as a product support representative for UltraTax CS. He then became a specialist for UltraTax CS and served as a product mentor and trainer and assisted the UltraTax CS Development Team with product validation testing. In 2016, Mo joined the Professional Services team. Mo provides live and web-based implementations for Practice Forward, GoFileRoom®, AdvanceFlow®, Onvio®, UltraTax CS, Fixed Assets CS, Planner CS, FileCabinet CS, and NetClient CS®. He is also involved in developing training content and course materials.

Prior to joining Thomson Reuters, Mo worked for a local CPA firm focusing on Individual Taxation. He manages his own firm providing tax compliance and advisory services to individuals and small businesses. Mo continues to work with firms across the country to bring positive change to their workflow, enhance their use of technology, and develop best practices to ensure their success in an ever-changing industry.

Mo holds a bachelor’s degree in accounting from Eastern Michigan University.

Brittany Lanphier

Managing Partner

Lanphier LLP

Brittany is managing partner of Lanphier LLP, a tax and advisory firm in Denver, CO, that she established with her husband, Dennis, in 2009. Over the past 12 years, they have developed their practice around a relationship-based, advisory-focused approach to client service.

Brittany and Dennis established their firm upon exiting Big 4 accounting with a vision for bringing big firm expertise to a boutique environment, serving small businesses and individuals with sophisticated tax needs. However, in their first 6 years in practice, they found themselves running up against many of the challenges that so many CPA firms face in their efforts to provide excellent service – tremendous workload, long hours, growing overhead, and difficulty capitalizing on the value they were delivering to their clients.

In 2016, they attended their first Partner Summit, and were introduced to the concept of the Breakthrough Firm. The message resonated deeply with the type of firm they wanted to be while addressing the obstacles that were currently preventing them from achieving it. Using the tools and consulting offered through Practice Forward, they have completely transformed their firm. In the past 3 years, they have significantly increased top line revenue, bottom line profit, and profitability by client. These changes have allowed them to grow their firm more strategically, increased cash flow for investing in new staff, and dramatically improved their quality of life as firm owners.

Brittany graduated Summa Cum Laude from Texas A&M University with a B.B.A. in Accounting and an M.S. in Finance. She was recruited by Deloitte to join their International Tax team in Denver, where she met her husband, Dennis. They now have 3 young daughters, Brooklyn, Addison, and Hallie, and make their home in South Denver.

Brittany & Dennis continue to invest in their practice using the Breakthrough Firm principles to create systems that empower staff and allow them to step into a true leadership and growth role within the firm.