Accounting & Tax Practice CPE Podcast | 0.5 Credits

Welcome to myCPE

Grow Your Accounting & Tax Practice following an Easy, Ethical and Systematic Roadmap

CPA (US)

CFE

CMA

CPA in Canada

ACCA

CA - ICAEW

CA - Scotland

CA - Ireland

CPA - Ireland

Accountant/Bookkeeper/Tax Professionals

Published : February, 2022

Free (Only Today)

1 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
People will do business with those who they know, like and trust

4 mins
Problem people face in their professional world

8 mins
Referrals - a lifeblood

11 mins
Relationship and customer satisfaction level

16 mins
Connecting with customers on a personal level

25 mins

Course Description

In this podcast, Christopher Rivera, Director of Client relations, Entigrity Offshore Staffing, takes the conversation forward on Building Kickass Offshore Team with Thomas Gay, Inthetribe.io.

They discuss on following key subjects:
Who do people want to work with?
Key problems people face in the professional world
Referrals – Lifeblood of business growth
How relationships with customers and their satisfaction levels are related?
Advantages of connecting with personal level for the accounting and tax practices

Learning Objectives

To identify with whom people desire to work
To recognize the key issues accounting and tax businesses face in the professional world
To explore the lifeblood of business growth - Referrals
To the relationship between relationships with customers and their satisfaction level
To recognize how connecting with customers on a personal level can benefit accounting and tax practices

Course Qualification

Webinar Qualifies For

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

Additional details

Course Level :

Basic
Credits :

1
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

Thomas Gay

President, Shore Services Inc. / BestReferrals.io

CEO-Successful Relationship Selling, Referral Marketing and Serial Entrepreneur...

Bringing sales skills, info-tech and problem solving skills together to meet the needs of a market has been the hallmark of my entrepreneurial experience. The focus is on helping professionals build a systematic and repeatable process to gain new clients, increase sales and build sustainable businesses.

Achieving this requires a deep understanding on how to build trust and trusted relationships and then executing a focused daily set of steps that when followed will generate amazing results. My background as an innovator, successful team builder, and teacher of relationship selling processes has enabled me to help individuals and organizations world-wide to scale their growth and success.

Team/Organization Builder...

Every business I've been involved with has had as a core value the principles of individual respect and growth, team work, leadership development, succession planning and mentorship.

Specialties: Sales skills development, relationship marketing and coaching, building a trusted tribe of other professionals and personal growth

Host

Chris Rivera

Director of Client Relations, Entigrity Solutions LLC

Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at Entigrity. 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 makes 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. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to professionals. He has also represented Entigrity at a number of major accounting conferences and networking events, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

OFFSHORING RELATED TOPICS

Integrating offshore and onshore teams.
How offshoring can bring Multi-dimensional transformation change in accounting firms.
What roles can be shifted offshore.
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

Entigrity is a global leader in providing outsourcing for accounting firms and one of the preferred outsourcing 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 into the BDO alliance partnership and was the first company in this segment to become a 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.

Faq

FAQs content

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