How Virtual Firms Should Leverage Offshore Staffing

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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
The key moments that shaped the history of Summit CPA

2 mins
How is Summit CPA the firm of the future?

4 mins
The guest’s experience with offshore staffing

9 mins
How to ensure seamless integration with the onshore and offshore teams?

13 mins
Points of difference between offshore and onshore teams

17 mins
Pros and cons of a virtual office

20 mins
Conclusion

38 mins

Course Description

In this podcast, Chris Rivera, Director Client Relations, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Adam Hale, COO Partner, Summit CPA.
They discuss on following subjects:
The key moments that shaped the history of Summit CPA
How is Summit CPA the firm of the future?
The guest speaker’s experience with offshore staffing
Ways to ensure seamless integration with the onshore and offshore teams
Points of difference between offshore and onshore teams
Pros and cons of a virtual office
This podcast focuses on the transformation of accounting firms by leveraging offshore staffing with virtual firms.
If you are interested in Business Management, you can access more courses here Here.

Learning Objectives

To examine the key moments that shaped the history of Summit CPA
To discuss the role of technology in remote working
To elaborate on the ways for ensuring seamless integration with the onshore and offshore teams
To recall the points of difference between offshore and onshore teams
To discuss the pros and cons of 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

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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

Adam Hale, CPA (US)

Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses his attention on coaching his team and other accounting firms on delivering successful Virtual CFO Services. Over the course of his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

Host

Chris Rivera

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

MYCPE ONE

my-cpe.com/

Being qualified accountant himself, Shawn has been in accounting industry for more than a decade now and. Shawn has always been a big believer and advocate of social enterprises and and small accounting firms and business.

# Social Enterprises being a perfect blend of capitalism & socialism are big solutions to many of world problems today & that belief of Shawn has lead him to pioneer “1 Credit 1 Meal Program” #1C1M Initiative in myCPE.

# Small Accounting firms or Small Business in general are life and blood of any economy and helps in building strong economy with equality in resources.

# His curiosity towards Technology & passion of accounting & finance education has really helped in the shaping 2 business entigrity & myCPE

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