In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global , one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin story of how a leadership trip to the Philippines revealed the talent and scalability his own firm desperately needed. This inspired him to build what has now become a powerhouse with more than 4,500 team members serving over 1,100 firms worldwide. His personal “why” behind the business was shaped by watching his parents lose everything when he was young. This drives his mission to ensure more people get the financial advice they need by helping firms leverage the offshoring support they need to deliver high-touch service. Timestamps: 00:37 – Introduction to Nick and his background 02:46 – How TOA Global began 04:10 – Early offshoring lessons and growing pains 06:40 – The unexpected demand that revealed a real business 07:43 – Nick’s personal “why” and decision to scale globally 09:12 – Why the Philippines has such strong accounting talent 11:25 – Why every accounting firm needs a people plan 13:30 – Industry capacity issues and long-term global staffing strategy 15:07 – How offshoring perceptions have evolved 16:19 – Quality challenges, cultural misunderstandings & outsourcing stigma 18:00 – Outsourcing reveals internal firm weaknesses 19:16 – Offshoring accelerates local careers 20:00 – People are the product in accounting firms 22:20 – Human connection as the profession’s long-term differentiator 23:02 – Why training and quicker competency paths matter 25:06 – Building career plans and accelerating development 27:39 – Challenges firm owners face when building global teams 28:56 – Cultural nuances in leading global teams 31:21 – Leadership, flexibility, and knowing your people 32:30 – Nick’s most memorable career moment 34:23 – Book recommendation: Buy Back Your Time by Dan Martell 35:24 – Where to connect with Nick: LinkedIn Link to full listing: https://poegroupadvisors.com/practice/sc2038/ Firm Highlights: - Young, energetic owner committed to staying 10+ years to run and grow the firm. - Selling 70–100% equity, with plans to offer key employees an ownership stake. - 3+ CPAs on staff and over 20 employees. - High-net-worth clients with strong loyalty and consistent referrals. - 78% of services tied to business clients.
