How to Scale CAAS (Client Accounting & Advisory Service) + VCFO with Offshoring!

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

This webinar 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.

  • Can Accountants Provide Virtual CFO Type Services to Clients?
  • Does Business Need this CFO Type Services?

    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 as more scalable than before.

    Key topics are covered in this free CPE Business Management Webinar:

    • The changing face of Accounting.
    • Introduction of the virtual CFO role in your firm.
    • Strategies to make your firm ready.

    Learning Objectives

    • To discuss what strategic CFO services Means.
    • To discuss what could a CFO's Service looks like or Role in small & Mid-Size Businesses.
    • To discuss what shall we charge for CFO services.
    • To define how shall we Implement CFO Services.
    • To discuss how offshoring can help you to scale Outsourced CFO and Advisory service.

    Recommended For

    • This Conference is recommended for Owners/Partners of Accounting firms.
    • CPA firms who want to expand their business utilizing the benefit of Practice Management and offshoring.
    • CPA firms are exploring Leverage Technology, Remote Working, and Advisory to scale their practice.
    • CA and ACCA firms are exploring Leverage Technology, Remote Working, and Advisory to scale their practice.
    • This Conference is recommended for CPAs seeking to build strong relationships with their ideal clients.

    Who Should Attend?

    • Accounting Firm
    • Auditors
    • Business Owner
    • CEO
    • Certified Public Accountant (CPA)
    • Cloud Accountants
    • Cloud Firms
    • CPA (Industry)
    • CPA - Large Firm
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Enrolled Agent
    • Entrepreneurial CPA
    • QB Pro Advisor
    • Tax Firm
    • Xero Advisor
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1.5 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
    • 1.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
    • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1.5 CE Credit for Certified Wealth Strategist (CWS)
    • 1.5 General Credit for Accountant/Bookeeper
    • 1.5 CPD Credit for CA - ICAEW
    • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
    • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
    • 1.5 CPD Credit for Chartered Accountants - Scotland
    • 1.5 CPD Credit for CPA - Ireland

    Additional details

    • Course Level :
      Basic
    • Credits :
      1.5
    • Instructional Method :
      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 through its website: www.NASBARegistry.org.

    Presenter

    About Presenter

    Shawn Parikh

    Chief Executive Officer (CEO), Practice Protect

    Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience, he spearheaded the company operations, forging the foundations of Entigrity that work closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing-related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

    Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds, and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

    His specialization areas include: 

    • Remote Working & Offshore Hiring for Accounting firms
    • Practice Management & Development
    • LinkedIn Marketing for Accountants
    • Accounting Technology

    Shawn is known for his expert opinions on 

    • Build a 60% net margin Client Accounting Service Business
    • CAS & Advisory Practice services for accounting firms
    • Accountants need to think like Entrepreneurs

    About Company

    Practice Protect

    www.entigrity.com/

    Practice Protect is the #1 accounting-specific cyber security platform that makes it quick & easy to secure and control client data, wherever your people work.

    About Presenter

    Martin Moll ( JD)

    Founder, Practice Protect

    After practicing law for several years, Martin joined the Big Four accounting firm of Andersen. He specialized in representing physician entrepreneurs, medical clinics, health systems and executives in taxation, planning, strategy and compensation related matters. Martin then joined Aldrich, a top 10 west coast accounting and advisory firm as a partner and leader of their healthcare practice. Along with leading the firm’s practice, Martin personally served as acting Chief Financial Officer, Chief Administrative Officer and Chief Executive Officer of several large medical practices. Martin ultimately became Aldrich’s Chief Executive Officer and Managing Partner.

    Just last year Martin left the world of public accounting to found Breakaway Bookkeeping & Advisory, which provides distributed share bookkeeping, controller and CFO advisory services. The company has expanded rapidly to 17 advisors serving clients across the country in a multitude of industries.

    An avid cyclist, Martin serves on the Board of Trustees of Pacific University and the Board of Directors of New Avenues for Youth and Cycle Oregon. Martin has a law degree from the Northwestern College of Law at Lewis and Clark College and a Bachelor of Arts from the Robert D. Clark Honors College at the University of Oregon. He and his wife Lois have two children, Emily, who resides in Portland and Ryan who resides in Seattle.

    About Company

    Practice Protect

    www.entigrity.com/

    Practice Protect is the #1 accounting-specific cyber security platform that makes it quick & easy to secure and control client data, wherever your people work.

    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.

    Ratings and Review

    4.5

    28 Ratings

    Excellent

    17

    Very Good

    9

    Average

    2

    Poor

    0

    Terrible

    0

    BC

    Ben Cook, CPA (US)

    Oct 28th, 2021

    My practice now only five people to work. However the person who bought my practice will benefit greatly. Applicants now want $75k to start so offshore would be a great less inexpensive way to get a break for more quality of life during tax season

    VV

    Vipinlal Vasu, CPA (CA)

    Aug 3rd, 2022

    Everything was good

    DR

    Duane Rogers, CPA (US)

    Aug 3rd, 2022

    5 stars

    LS

    Luke Sherer, CPA (US)

    Oct 28th, 2021

    NA

    How to Scale CAAS (Client Accounting & Advisory Service) + VCFO with Offshoring!

    FREE

    1.5 Credits

    Subject Area

    Business Management and Organization

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