Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay

In this episode of the Accountant's Flight Plan podcast, Brannon Poe interviews Wayne Findlay, CEO and founder of The Backroom, about current challenges and opportunities in the accounting industry. They discuss the increasing acceptance of offshoring, the talent shortage, and the impact of private equity firms. Findlay shares strategies for retaining young talent, such as offering advisory roles and faster promotions, and emphasizes the importance of delegation and technology. The conversation also covers the potential of AI in accounting, the significance of data security, and The Backroom's expansion into Colombia for nearshoring solutions. Findlay provides advice on how firms can position themselves for succession, highlighting the need for good leadership, cloud-based technology, and a diverse client base, and recommends the book "The Toyota Way" for its principles of continuous improvement.