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10 Best Practices of Working with Remote/Offshore Staff

  • CPA (US)
  • CWS
  • CFIRS
  • Accountant/Bookkeeper/Tax Professionals

Published : September, 2019

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Free (Only Today)

0.2 Credit

Subject Area

Business Mgmnt and Org

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Interview And Test The Person Before Hiring
    000 mins
  • Leverage Timezone Difference
    000 mins
  • Keep Minimum Overlap Of 3-4 Hours
    000 mins
  • Explain Your Define Expectations
    000 mins
  • Regular Calls And Meetings Are Inevitable
    000 mins
  • Chat Resolves Problem In Real Time
    000 mins
  • Remote Staffing Is A Long Term Solution And Not A One Time Adventure
    000 mins
  • Usage Of Communications & Productivity Tools
    000 mins
  • Treat Your New Remote Staff Like Your Local Staff
    000 mins
  • Remote Staff Are Not Iterchangeable Parts
    000 mins

Course Description

Although hiring and working with an offshore staff is very much similar to that of any local/in-office staff, however there are a couple of points that every CPA or an accounting firm should keep in mind so as to extract optimum utility from them. An offshore staff must be considered and treated like your own staff who works directly under your protocols and management. Provided you follow a couple of best practices, they will be a long term solution for your practice that not just saves cost but also gives you freedom from recruitment and retention challenges. Join the short webinar by Mike Goossen, CPA to understand in detail.

Learning Objectives

  • To identify and recall the best ways of interviewing and hiring an offshore staff
  • To identify various leverages of the difference in time-zones
  • To identify the best ways to communicate and collaborate with the team
  • To recognize that why is it important to retain offshore staff for long term

Course Qualification

Webinar Qualifies For

  • 0.2 CPE Credit for Certified Public Accountants (CPA-US)
  • 0.2 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 0.2 CE Credit for Certified Wealth Strategist (CWS)
  • 0.2 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

Additional details

  • Course Level :
    Basic
  • Credits :
    0.2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Mike Goossen

Advisor, Entigrity Solutions LLC


Mike has more than 30 years of experience as a CPA. As Vice President at Entigrity Remote Staffing, he has advised 500+ accounting firms in leveraging remote working and offshore staffing for higher growth and profitability. He is also the author of “Principles of High Performance Leadership”.






About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.6

66 Ratings

Excellent

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VS

Varry Stoddard, Tax Professional

Dec 31st, 2020

Very useful information during the current times for working emotely

CL

Christine Levin, CPA (US)

Dec 12th, 2021

Good food-for-thought

AK

Andrew Kao, CPA (US)

Mar 9th, 2021

wonderful

EP

Edmund Pascual, CPA (US)

Dec 16th, 2021

Great!

AR

Allison Rickson, Accountant/Bookkeeper/Tax Professionals

Dec 22nd, 2020

great