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Offshoring and the #1 Concern for Accounting Firms “What would my clients think?”

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

With globalization and the significant presence of American accounting firms and companies offshore, what are your clients’ actually thinking about offshoring? For 25 years accounting firms across the globe have already been utilizing resources offshore.  With remote work more prevalent in the industry has made the offshoring concept widely accepted. We will discuss this concern from experience, statistics and case studies, of how it relates to your clients and onshore teams’ perception of offshoring work. The benefits outweigh the cons but how do you explain the rationale with stigma towards offshoring?   With staffing shortages in the accounting industry becoming widespread firms are “thinking outside the box” in finding solutions. So, we will explain what clients’ actually think while providing guidance in navigating through this to make your firm more comfortable with the concept. 

But the questions are :

  • How do you strengthen your customer service?
  • How do you mitigate through the current staffing shortages?
  • How can you overcome the perception with your clients?
  • How can you focus on the firms’ core functions and widen its availability? 
  • Staffing is the #1 challenge from sole practitioners to 500+ person firms! How are firms navigating with the evolving staffing shortages?
During this webinar, we will answer some pertinent questions related to the perception on offshoring--

  • Where did stigma come from?
  • Hesitations are because of a lack of information
  • Work quality 
  • Data Security & Confidentiality 
  • Fear of losing one’s job
  • Addressing clients concerns 

Learning Objectives

  • Discussing and understanding what are the typical concerns?
  • “3 step approach” for addressing clients concerns
  • Perception vs. Reality 
  • Navigating through the hesitations and concerns with clients and your onshore teams 
  • Resources available for today’s staffing shortages
  • Why offshore hiring is more relevant now than ever?
  • Impact of offshoring for accounting firms

Who Should Attend?

  • Accounting Firm
  • Business Owner
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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

Chris Rivera

Director of Client Relations, Entigrity Solutions LLC

Christopher Rivera is the Director of Client Relations at Entigrity Solutions LLC. He is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing, combined with his competitive nature make him a strong leader. Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations in practice, workflow management, team building, recruitment & retention, etc. On these grounds, he can now easily provide well analyzed opinions and solutions that can be immensely helpful to the professionals. 
Chris has also represented Entigrity at a number of major accounting conferences and networking events, speaking to audiences, explaining the traits of offshore hiring and remote working. He is a frequent presenter of webinars on platforms like myCPE. Besides everything, Chris also hosts his very own series of live podcasts “Entigrity Live with Chris Rivera” where he interviews thoughts leaders from accounting domain and highlights their insights on the latest trends in accounting industry. 

Chris Specializes in: 
  • Remote Working & Offshore Staffing
  • Practice Management & Development
  • Adapting Cloud Accounting 
  • Effective Content Development & Marketing
Chris’ past expert presentations include:

  • Building approach to Accounting firms’ growth
  • Building >60% net margin client accounting services business
  • Advisory practice for accounting firms
  • New approach to ‘Work Less-Make More’ for CPA firms

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. 

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.
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  • 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

4.4

94 Ratings

Excellent

50

Very Good

31

Average

11

Poor

2

Terrible

0

JA

Jake Adams, CPA (US)

Aug 13th, 2021

I really enjoyed listening to Chris, he was knowledgeable and had great energy throughout the presentation

RB

Robert Blackwell, CPA (US), CPA/PFS

Aug 6th, 2021

Up to date and well delivered

KG

Kevin Gates, CPA (US)

Aug 6th, 2021

It was a great experience.

RR

Regis Ringuyeneza

Aug 20th, 2021

This was very informative

JW

Judi Watson, CPA (US)

Aug 20th, 2021

Good Class

Offshoring and the #1 Concern for Accounting Firms “What would my clients think?”

FREE

1 Credit

Subject Area

Business Management and Organization

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