How to Scale CAAS (Client Accounting & Advisory Service) + VCFO with Offshoring! 1.5 Credits
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May 16, 2023 | 11:30 AM
ET
This event is for CPA, CA, ACCA & Accounting firms Only!
The accounting profession is going through some major changes. There are now more firms competing with each other than ever before. Small businesses now have so much choice that ordinary services like compliance, tax preparation, and basic bookkeeping are becoming commoditized. There's so little differentiation in this crowded market that the value of these services is being driven down.
So, it's a good time to move away from labor-intensive services into the world of business and financial consulting.
The shift from in-house to outsourcing has created all-new service industries. Today, many industry-leading enterprises leverage the power of outsourced Chief Financial Officer (CFO) services. The Virtual CFO is a new concept. It's a way for small businesses to get CFO support that they wouldn't have been able to afford previously.
A business depends on a Chief Financial Officer (CFO) to influence business strategy based on their financial knowledge. A CFO is a leader who has a thorough understanding of the company's vision, goals, and plans. They aid decision-making in order to achieve business objectives. (This is in addition to their oversight of compliance, accounting, and tax matters.) Offshoring has really increased post-pandemic and hence more and more accounting firms are thinking about offshoring more than before and migrated to offshoring.
This CPE webinar would cover "How offshoring can be a strategic advantage if you intend to build VCFO and CAAS services for your firm".
It’s up to the accountant to make the case for the value they bring. Clients will not do this for you.
After leveraging offshore staffing with Entigrity, your VCFO and senior accounting team will be able to be more focused on client strategies, planning, review, analysis, and involved in advisory for better decision making and growth for your client businesses not just bookkeeping tasks. You will see our firm business more scalable than before.
Key topics covered in this CPE Webinar:
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
With over 15+ years of experience, he has spearheaded the company operations and led Entigrity to become the global organization it is today. Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. He understood numerous staffing related challenges plaguing the accounting community. Over time, he has provided consultation/advice to 5000+ accountants and helped them convert some of their core challenges into opportunities.
Shawn’s is a big advocate of small businesses. He says, “Small businesses are the backbone of the global economy” and his focus area is to always help small and mid-size accounting firms.
In fact, the Idea of Entigrity was born out Shawn’s wish to help small and mid-sized firms by providing them with access to global staffing and helping them compete with Big 4 and larger firms. Shawn really admires businesses that create or facilitate the creation of micro entrepreneurs like UBER, AIRBNB, Urban Company etc.
Shawn has been actively involved in many Accounting community events and forums, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:
OFFSHORING RELATED TOPICS
Non-Offshoring Related Topics
Shawn Parikh is the Founder and CEO of Entigrity and myCPE Group. In his role, he is spearheading the company operations, cementing the foundations of Entigrity, that works closely and exclusively with the accounting community globally. Shawn also oversees service conceptualization, strategy creation, administration, and finance, in the organization.
Shawn co-founded Entigrity in 2014 and today, the company is a global leader in providing outsourcing for accounting firms and one of the preferred outsource partners for 30 out of the top 100 US Accounting firms. With a large workforce of over 2000+ accounting experts, we are already assisting over 600 accounting & CPA firms in the United States and Canada.
The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. Entigrity has helped accounting firms in overcoming staffing challenges and building offshore teams.
The Company was recently inducted in the BDO alliance partnership and was the first company in this segment to become platinum partner with IMA (The Association of Accountants and Finance Professionals in Business).
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CH
I am 40 hours in and this was my favorite webinar on myCPE. April gave a fantastic presentation. Looking forward to finding more of her presentations on the site.
JR
Great presentation on some of the common things HR faces in the SMB world.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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