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

  • CPA (CA)
  • CPA (US)
Offshoring and the #1 Concern for Accounting Firms “What would my clients think?”

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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 (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA





This was very informative


Good Class




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


Up to date and well delivered


It was a great experience.