myCPE

Key to Scale in Offshoring: PROCESSES! 1.5 Credits

Aug 24, 2022, 01:00 PM ET

Key to Scale in Offshoring: PROCESSES! 1.5 Credits

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Business Mgmnt and Org

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Aug 24, 2022, 01:00 PM ET

Learning Objective

  • To recognize the importance of processes in offshoring
  • To identify the process of building processes
  • To bust the myths of offshore processing
  • To explore the role of processes in key to scale
  • To recognize key learnings from Practical Case Study

Course Overview

So you have decided to work with a resource working offshore.

Service delivery models are always complex in the global context. Adding offshoring to the component adds an even bigger challenge to the nature of tasks, and ways of working, with language and cultural differences. However, there is a solution to meet the wider set of expectations amid a highly complex variety of tasks: building processes.

In this online CPE webinar, the speakers Shawn Parikh and Martin Moll will enlighten you with ideas as to why processes are important. Especially, how building processes can help your offshoring business. This webinar will also guide you as to which steps you can follow to make the processes and sub-processes smooth this complex task for various complexity tasks.

Further, this webinar will also bust your myths around offshoring. Panelist Sia Kal will also draw your attention to the idea that how you can not only manage your existing offshoring business better but also scale it up considerably and support the growth.

Furthermore, the webinar will provide a peek into what offshoring can really benefit your business with. Having first-hand rich experience in managing expert services of accounting, taxation, management, and advisory for over a decade and a half, Martin Moll founded Breakaway Bookkeeping & Advisory that serves multitude of industries across the country. Martin will share his experience and vision of working with his offshore staff and how he managed to solve some key challenges that offshoring came with through setting up key processes.

This online CPE webinar will cover practical case studies from offshore businesses that have successfully reaped the benefits of scale through various strategies. Further, the webinar will also help participants with additional resources to benefit while applying to offshoring.

This Online CPE webinar covers the following Key Topics:

  • Why processes?
  • How to build processes?
  • Busting myths regarding offshore processing
  • Importance of processes for the key to scale in offshoring
  • Practical case study
  • Register Now

The webinar will also provide a chance to discuss with industry leaders how offshoring helps you move to the next level of business success.

This CPE/CE webinar is for CPA, ACCA, & Accounting firms ONLY!

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

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.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Enhance Your Finance & Management Skills with Shawn Parikh

Shawn Parikh

Co-Founder & CEO, MYCPE ONE

  • 4.4
  • rating
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With over 15 years of experience, Shawn Parikh has transformed MYCPE ONE into a global leader, empowering accounting firms with innovative solutions and a comprehensive suite of services. Under his strategic vision and leadership, MYCPE ONE has evolved beyond staffing to become a one-stop ecosystem for CPA and accounting firms worldwide.

Shawn identified and addressed staffing-related challenges in the accounting community, providing consultations to over 5,000 accountants and helping them turn obstacles into opportunities. His dedication to small and mid-sized accounting firms stems from his belief that “Small businesses are the backbone of the global economy.”

MYCPE ONE: A Comprehensive Ecosystem 

MYCPE ONE was born out of Shawn's desire to help small and mid-sized firms compete with the Big 4 and larger firms. Over the years, the company has expanded its services far beyond staffing. MYCPE ONE now provides: 

  • Outsourcing: Building offshore teams for accounting firms. 
  • Staffing Solutions: Hiring qualified professionals for seamless integration. 
  • Captives: Build and manage your own offshore operations 
  • Continuing Education: A vast library of CPE courses tailored for CPA firms. 
  • Digital Marketing & Website Solutions: Website creation and marketing strategies for accountants. 
  • M&A Advisory: Assisting with mergers, acquisitions, and practice exchanges. 
  • Hire Local Talent: Flat-fee recruitment services for U.S.-based talent. 
  • Public Accounting Insights & Research: Complimentary insights and research for the public accounting community. 
  • Tech, Cybersecurity & Managed IT Solutions  

Global Impact 

Today, MYCPE ONE partners with 100 out of the top 500 US Accounting Firms, serves 3,000+ accounting and CPA firms and supports a workforce of over 3,000 accounting experts. The company has also assisted over 200 CFOs and businesses in achieving their strategic goals. 


Recognition and Affiliations 

MYCPE ONE’s excellence has been recognized through: 

  • Strategic Partner of BDO Alliance and Boomer 
  • The first outsourcing firm in this segment to earn Platinum Partner status with IMA. (The Association of Accountants and Finance Professionals in Business) 
  • Top 20 Under 40 Accounting Influencer 
  • Great Place to Work Certified 
  • Dream Company to Work For 
  • Best Employer Brand 
  • Education & Empowering Communities Award at The CSR Journal Excellence Awards 

Thought Leadership and Community Engagement 

Shawn actively participates in accounting forums and events, sharing his expertise on topics like offshoring, practice management, CAAS, pricing strategies, and technology integration. His forward-thinking approaches include: 

  • Offshoring strategies to drive efficiency. 
  • Subscription-based pricing models for predictable growth. 
  • Integrating CFO and advisory services into firms. 
  • Leveraging data analytics for the future of accounting.

Vision and Inspiration 

Shawn admires businesses that empower micro-entrepreneurs, like Uber, Airbnb, and Urban Company and draws inspiration from their innovative ecosystems. His focus remains steadfast on creating opportunities for small and mid-sized firms, enabling them to thrive in an increasingly competitive landscape.

Through MYCPE ONE, Shawn is not just solving challenges; he’s redefining how accounting firms operate, scale, and succeed globally.

On Demand FAQs

What is Self Study (QAS)?

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.

How do I earn CPE credits through self-study?

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.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

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.

How can I access my course completion certificates?

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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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KK

Kumani Kee, AFE

5

I really enjoyed the CPE presentation, it opened my eyes to the benefits of off shoring certain accounting functions. Especially during the busy season.

PC

Pratibha Chaurasia, Owner

5

Very useful and practical tips on off shoring beneficial for both client side and service provider

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