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12 Practical Tips to Build and Manage Offshore Team for Accounting Firms

  • CMA
  • CPA (US)
12 Practical Tips to Build and Manage Offshore Team for Accounting Firms

Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Do you want flexibility and control over staff costs or overheads?

Is your firm struggling in maintaining onshore and offshore team collaboration?

Post-pandemic, offshore staffing is now widely accepted by accounting firms, even the smallest of the firms have started to build their offshore team. There has been a significant shift towards offshore hiring by accounting firms. The best step in this situation would be to explore the suitability of offshore hiring for your firm.

This CPE E-book will help accountants, accounting firms, and CPAs to be able to build and manage an offshore team.

Major topics covered in this CPE E-book:

  • 12 practical tips to build and manage offshore team for accounting firms.
  • How to form a plan to unify offshore and onshore team culture
  • How to manage Transition/Attrition smoothly

Learning Objectives

  • To determine the need for commitment to decision of offshoring and communicate it from top to local teams.
  • To determine how to create harmony amongst workforce belonging from diverse culture and provide them security.
  • To discuss about identification, appointment, and retention of strong leaders.
  • To determine various resources to make connections and keep the team aligned.
  • To analyze the format of communication to be used for faster and more efficient communication.
  • To identify ways of building trust with the Offshore Team and organising training sessions for the team.
  • To discuss most crucial steps of Onboarding of Staff.
  • To create an effective workflow system for avoiding any communication gap.

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 0.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountant - ICAEW
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • 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 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

MYCPE ONE

my-cpe.com/

Since MYCPE ONE inception nine years ago, it has grown into a team of over 3,000 professionals across India and the Philippines. MYCPE ONE proudly partners with 100 of the top 500 accounting firms, driving success and innovation in the industry. Moreover, MYCPE ONE is a leading platform for learning and continuing education in accounting, tax, finance, and HR, catering to a broad range of qualifications including CPA, EA, CMA, SHRM, HRCI, CFE, and CFP in the U.S., and CPA and CFP in Canada, among 100+ global designations.

Key Highlights of MYCPE ONE: 

  • 1,000+ Accounting & CPA Firms Served 
  • Corporate HQ in the U.S. and Canada 
  • 39 Delivery Centers Across 18 Cities in India and the Philippines 
  • Recipient of multiple awards, including Great Place to Work 2023/24 and KPO Organization of the Year 2024 
  • Strategic Partner of Boomer Consulting 
  • Independent member of BDO Alliance USA and Abacus Alliance 
  • Collaboration with IMA to upskill 5,000 professionals in India

Key Highlights of Continuing Education: 

  • Over 13,000 hours of content across 500+ subjects 
  • 700+ industry experts contributing to course creation 
  • Trusted by more than 250,000 professionals 
  • 20+ practical training courses for hands-on staff development 
  • Interest-based communities for networking and peer learning 
  • 50+ certificate courses 
  • Approval from NASBA, IRS, SHRM, HRCI, CFP, IMA, and 20+ other regulatory bodies 
  • Affordable CMA and EA coaching programs 
  • Dedicated mobile app for iOS and Android 
  • Credit monitoring system 
  • Subscription prices starting at $199/year

We are committed to creating an integrated ecosystem for accountants, providing a range of services under one umbrella. With MYCPE ONE our objective is to provide a full suite of services to CPA & Accounting firms that are not only comprehensive but also more convenient and cost-effective, as they can access all they need in one place. 

Our expanded services include: 

  • Captive Units to help firms establish dedicated offshore units using the BOT (Build-Operate-Transfer) model 
  • U.S.-Based Staffing & Recruitment Services 
  • Digital Marketing & Website Solutions 
  • Cloud & Managed IT Solutions 
  • AI Consulting & Advisory 
  • Public Accounting Insights & Market Research 
  • Enhanced Continuing Education Features, including CPE Compliance and Learning Management Systems 
  • Outsourced Learning & Development Services 
  • Tax Advisory & Sales Tax Outsourcing Services 
  • Mergers & Acquisitions advisory for CPA and Accounting firms (We help to Build, Buy and Sale Accounting Firms)

All of these services will maintain a singular focus: supporting Accountants. With MYCPE ONE, we aim to grow our onshore team to around 20 by 2025 in the U.S. and Canada. Our approach isn’t just about bundling services; it’s about adding value to each service we offer. By expanding our capabilities, will continue to partner with industry leaders to support accounting firms in improving their operations, and client service.

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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.4

30 Ratings

Excellent

15

Very Good

10

Average

3

Poor

0

Terrible

0

JW

Jay Weiner, CPA (US)

Mar 25th, 2024

thank you

GM

Gregory Massarella, CPA (US)

Dec 9th, 2024

Nice overview

DN

Deepak Nagori, CPA (US), EA

Dec 11th, 2024

Good

LM

Lawrence Mcmanus, CPA (US)

Aug 12th, 2022

interesting

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