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How Virtual Firms Should Leverage Offshore Staffing

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland

Published: May, 2022

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  • 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

Recommended For

  • This Podcast is recommended for CPA, CFE, CMA, ACCA, CA-ICAEW, CA-Ireland, CA-Scotland, CPA-Ireland, accountants, and bookkeepers who wish to transform their firm from transactional to an advisory by leveraging the offshore staffing with a virtual office.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 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

Adam Hale, CPA (US)

Co-Founder, Summit CPA Group

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

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

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