About Impact Global Solutions | Outsourcing Consultant for Accounting Firms
Sample Works:
Worked with Blue & Co to help prepare them to build their offshore team. Successfully drove partner buy-in, a clear vision, roadmap, and successfully implemented, where within a year they have overachieved their expected offshore team and have hit similar utilization & realization rates to their onshore team.
About Us – Impact Global Solutions
Impact Global Solutions (IGS) is an independent outsourcing consultant for CPA firms, helping U.S. accounting firms strategically leverage global talent to improve efficiency, capacity, and profitability. Led by Laurence Whittam—recognized as a Top 20 Under 40 Influencer by CPA Practice Advisor and Co-Author of the AICPA Outsourcing Toolkit—IGS has advised more than 500 U.S. firms on how to design, implement, and govern successful outsourcing and offshoring strategies.
Unlike outsourcing vendors, we don’t sell staff. Our only focus is your firm’s success. By serving as a neutral, strategic advisor, we help firms avoid the most common outsourcing mistakes: choosing providers based only on price, weak onboarding, unclear KPIs, and poor change management.
About Laurence Whittam
Laurence Whittam, Founder of Impact Global Solutions, is a trusted outsourcing mentor and strategist. With over a decade of experience, he has worked hands-on with more than 500 CPA and accounting firms across the U.S. to design and manage offshore teams in tax, accounting, and audit.
As a national speaker, author, and Business Beyond Borders Podcast Host, Laurence shares best practices on outsourcing models, compliance frameworks, cultural integration, and governance—bringing firms independent, practitioner-led insights that drive success. His mission through IGS is to help CPA firms embrace outsourcing the right way—using proven, industry-standard frameworks to ensure quality, compliance, and scale.
What We Do (Strategy First)
- Readiness & SOPs – Assess firm processes, risks, and technology to decide what should remain in-house vs. what can be outsourced/offshored.
- Provider Matchmaking – Create shortlists, manage RFPs and scorecards, conduct interviews, and verify references to identify the right outsourcing partner.
- Implementation – Launch pilots, define SLAs and KPIs, build dashboards, and run weekly business reviews to ensure measurable outcomes.
- Governance & Training – Establish tiered review processes, refine workpapers, set first-time-right goals, and coach firm leaders on effective management.
Why an Independent Advisor?
Because we have no staffing to sell, our guidance is unbiased and aligned only with your firm’s goals. We act as your trusted outsourcing strategist, ensuring:
- Proper security and compliance (SOC 2, ISO 27001, IRS 7216)
- Clear KPIs and performance dashboards
- Structured onboarding and training for smoother transitions
- Long-term governance for quality, scalability, and client satisfaction
How We Work
- Readiness Assessment → Define risks, review SOPs, and design a target operating model.
- Shortlist & Selection → Evaluate providers against security (SOC 2/ISO 27001), scope of work, and service levels.
- Pilot & Scale → Use dashboards to measure accuracy, turnaround time, utilization, and client impact.
PREPARATION
IMPLEMENTATION
OPTIMIZATION
- Strategic Vision & Roadmap Development
- SOP & Reporting Standardization
- Chief Outsourcing Officer
- Accountability Advisor
How We Help Firms
- Impartial Trusted Guide finding firms the right outsourcer.
- Simplify all the outsourcing models.
- Strategic Planning Sessions.
- Educate on Best Practices.
- Provide Solutions when problems occur.
- Educate firms on how they can own the talent they are building.
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