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How Virtual Firms Should Leverage Offshore Staffing

  • 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
  • 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

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, 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

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