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Do All Accounting Firms Actually Need Physical Offices?

  • CPA (US)
  • CFE
  • CMA

Published : May, 2022

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Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    1 mins
  • Remote working and COVID-19
    3 mins
  • Is remote working generational?
    4 mins
  • Role of technology in working virtually
    6 mins
  • Is remote work secure?
    14 mins
  • Tools to get started with remote working
    18 mins
  • Making the best out of time-zone differences while working virtually
    30 mins
  • Conclusion
    38 mins

Course Description

In this podcast, Shawn Parikh, CEO, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Marcey Rader, Coach & Owner, Work Well Play More and Ted Rosedale, Vice President, Entigrity Offshore Staffing. 

They discuss on following subjects:

  • Remote working in COVID-19
  • Role of technology in a virtual workspace
  • Is remote work secure?
  • Tools and techniques to start with remote working
  • Making the best out of time-zone differences while working virtually

This podcast focuses on the transformation of accounting practice after the COVID-19 and the tools and techniques to start with offshore staffing.

Learning Objectives

  • To examine the mindset of firm owners and employees towards remote working
  • To discuss the role of technology in remote working
  • To recall the security aspects of remote working
  • To elaborate on the tools and techniques to get started with a virtual office

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 0.5 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
  • 0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountant - ICAEW
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • 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

Expert Speaker

Marcey Rader

Professional Speaker, Rader Co.

Marcey Rader believes that health powers productivity. She's a multi-certified health, productivity, and digital wellness expert, award-winning global speaker, creator of the Powered-Path Playbook™, and 3-time author. As the founder of the comprehensive productivity company, RaderCo, she and her expert team help leaders banish burnout and keep great employees through coaching, consulting, speaking, and training.

Sought after by Fortune 100 companies, startups, and everyone in-between, Marcey’s spoken for more than 100,000 people across five continents – from North Dakota to Dubai. Recognized as one of only 850 Certified Speaking Professionals® worldwide, she's a top 1% speaker and won the myCPE 2022 Most Promising Personalities in Accounting and 2022 Most Impactful Woman Leader.

She's a high-energy presenter that trains her audiences to improve focus, maximize energy, conquer calendars, master tasks, and extinguish email.

With her signature career-accelerating tool - the Powered Path Playbook™ - and powerful productivity book, "Work Well. Play More!", Marcey is well-known for giving people simple, tangible tools and practical steps to regain time and declutter the body and mind - one habit at a time.

To change your career, team, or organization one habit at a time, connect with Marcey at www.marceyrader.com or www.helloraderco.com.

About Company

Rader Co.

helloraderco.com/

At Rader Co., health powers productivity. We help executives and their teams reset and grow through real, practical, tailored efficiency tools, sustainable healthy habits, and coaching accountability to banish burnout. 

Since 2013, we’ve learned that when productivity values balance, workplace wellbeing, and health, it has the greatest power to revitalize organizations and their people. We’re well known for our Email Extinguisher, Task Mastery, and Work Well. Play More!® workshops – fun, life-changing training that lifts you up when you can’t seem to get anything done!

Led by award-winning global speaker, former clinical research leader, and multi-certified productivity and health expert Marcey Rader, we can meet needs from every angle through access to our executive team of specialists. With a deep bench of expertise, Rader Co.’s top-tier experts provide support in a wide range of areas: stress reduction, mindfulness, health and nutrition, team development, leadership, presentation skills, and more. 

We partner with accounting and financial firms to reach and equip every employee, team, and leader. We provide the individualized, scaled support and accountability to empower and create lasting change for each person – so they can be at their best (and organizations can be at theirs).

Because at Rader Co., we believe that when you can keep good people, you can keep moving forward. Let’s help you work well together. 

Learn more at helloraderco.com.


Expert Speaker

Ted Rosedale

VP Of Marketing, Entigrity Solutions LLC

Ted Rosedale is the Vice President, Marketing for Entigrity. Ted is a consultant, an author, a speaker who specializes in accounting technology issues. He helps navigate the minefield of professional liability issues that accounting professionals face on a daily basis. He understands practical risk management for CPAs and risks faced in the profession. With his consultation, small business owners have been able boost their revenues and achieve higher profitability due to staffing strategies. He often writes insightful articles for accounting professionals. In his free time, Ted loves to compose music.

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. 

Host

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 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. 

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Ratings and Review

4.2

48 Ratings

Excellent

17

Very Good

22

Average

7

Poor

0

Terrible

0

CD

Carly Davis, CFE

Jun 20th, 2022

N/A