Build & Manage Offshore Accounting Teams

How to Build and Manage an Offshore Team

CMA

CPA (US)

Free (Only Today)

1 Credit

Subject Area

Personnel/Human Resources

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Course Description
Course Qualification
Presenter
FAQ

Course Description

If you manage a remote team today, then you'll probably continue to do so for the rest of your career.
If you don't, then you probably will soon.
The notion of remote working in the accounting industry isn't unheard of anymore. As technology continues to transform the industry, the easy availability of a larger talent pool has come within grasp. More and more accounting firms have embraced flexible approaches of hiring by including offshore staff in their teams. Boundaries between offshore & onshore teams are getting blurred by the day. Whether your staff is working from Miami or Mumbai, Boston or Bangalore or New Delhi or New York, it barely makes a difference, provided they have the required expertise and knowledge.
Due to the pandemic, many firms have had to embrace a 100% remote workforce in a very quick time. And now, as the risk of catching COVID 19 still looms, many of your local team members are not returning to work from ‘the office' again.
Every organization needs a precise monitoring system to ensure employees meet goals, as well as to identify and resolve issues such as stiff competition, increasing costs of capital investment, demanding higher pay scales, complicated legalities, etc. to build a competent team.
This CPE e-book is a guide to building and managing a remote team.
Major topics covered in this CPE E-book
How to test and verify the proficiencies of a prospective employee.
How to implement and control standard compliance procedures.
How to overcome communication barriers.
How to identify tasks that an offshore employee can do.
How Executive Assistants and Client Service Associates affect the functioning of firms.

Learning Objectives

To discuss how to use social media resources to test the skill sets and strengths of a prospective employee.
To determine how to implement a performance measurement system and control abnormalities through deviation control.
To determine how to manage time zones of a remote team and avoid communication gaps.
To identify software for tracking employee time to ensure appropriate allocation and utilization of time.
To analyze how to implement project management software to monitor projects empower employees to make important decisions.
To identify ways to transition from transactional to advisory and provide properly packaged and priced services on a subscription basis.
To analyze the use of Offshore hiring model to build capacity.

Course Qualification

Webinar Qualifies For

1 CPE Credit of Personnel/Human Resources for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Personnel/Human Resources for CPA in Canada
1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

1
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

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.

About Presenter

MIKE GOOSSEN

About Company

Columns4success

Columns 4 Success is the result of 30 years of Business experience and ongoing education since I graduated from Fresno State in 1984. Through out those years it has been proven that successful organizations have four things in place. These four things are Leadership, Strategic Focus, Employee Development and Sound Financial Management. I call them Columns 4 Success.

Our mission is to bring life and business into balance through leadership development, strategic planning, employee development and sound financial management for business owners, executive's and the people they lead.

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.
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Ratings and Review

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Daniel Raidt, CFE, CPA (US)

Good insights and overview on how to manage offshore and onshore team.

Michael Mcmahon, CPA (US)

I will certainly consider hiring an offshore staff!

Xuan Jin, Accountant/Bookkeeper/Tax Professionals

good

Robyn Coles, CPA in Canada

The title says Manage Remote Team, but I didn't realize it was focusing on Offshore Staffing. I was looking at local staffing ideas that I only partially received.