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

Webinar Qualifies For

• 1.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
• 1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
• 1.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
• 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1.5 CPD Credit for Chartered Accountant - ICAEW
• 1.5 CE Credit for Certified Wealth Strategist (CWS)
• 1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1.5 CPD Credit for Chartered Accountants - Scotland
• 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1.5 CPD Credit for CPA - Ireland

About Instructor

Shawn Parikh

Chief Executive Officer (CEO), Entigrity Solutions LLC

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

• Remote Working & Offshore Hiring for Accounting firms.
• Best Practices in Offshoring
• What tasks to allocate while starting offshoring?
• Interview Tips for Hiring Offshore Staf
• How to Onboard an Offshore Staff Member
• Integrating offshore and onshore teams.
• How offshoring can bring Multi-dimensional transformation change in accounting firms.
• What roles can be shifted offshore.
• How to design a long term offshoring strategy.
• Offshoring, Hiring beyond accounting roles.
• Scaling CAAS + VCFO with Offshoring.
• How to Training and Upskill Offshore Staff Members.

Non-Offshoring Related Topics

• Build a 60% net margin Client Accounting Service Business
• Integrating CFO & Advisory Services for Accounting Firms
• Cobra Approach to Accounting firms growth.
• Practice Management & Development
• LinkedIn Marketing for Accountants
• CAAS (Clients Accounting and Advisory services) Implementation in Accounting firms.
• How to Implement Subscription based pricing in Firms
• MRR (Monthly Recurring Revenue) in Accounting firms key to scale and success.
• Building a Niche in Accounting Space.
• Pricing Strategies for Accounting Firms.
• How to run your accounting firm like a SAAS business.
• How Data Analytics is going to be the future for Accounting firms.
• CAS & Advisory Practice services for accounting firms
• Accountants need to think like entrepreneurs.
• Lesson for Accountants from Two COVID Tax Seasons
• Building Profitable CAAS in your firm.

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).

About Instructor

Martin Moll ( JD)

Founder, Entigrity Solutions LLC

Additional Information

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.