myCPE
myCPE

How Virtual Firms Should Leverage Offshore Staffing 0.5 Credit

How Virtual Firms Should Leverage Offshore Staffing 0.5 Credit

  • Adam Hale

    CPA (US)
  • Rating

    4.5
  • Published on

    May, 2022
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • Listen to the podcast
  • Take the assessment test
  • Get your certificate

Learning Objective

  • 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 Overview

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

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 0.5 CPD Eligible
Business Process Improvement for Certified Management Accountants (CMA) 0.5 CPE Eligible
Business Mgmnt and Org for Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 0.5 CPD Eligible
Business Process Improvement for Certified Management Accountants (CMA) 0.5 CPE Eligible
Business Mgmnt and Org for Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 0.5 CPD Eligible
Business Process Improvement for Certified Management Accountants (CMA) 0.5 CPE Eligible
Business Mgmnt and Org for Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible

Additional Information

Credits

0.5

Course Level

Basic

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.

About Instructor

Adam Hale
Adam Hale , CPA (US)

Co-Founder, Summit CPA Group

  • 4.5
  • rating
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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.

Live CPE Webinar by Chris Rivera|Ideal for CFE, CMA, CPA
Chris Rivera

Director of Client Relations, MYCPE ONE

  • 4.3
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Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at MYCPE ONE. 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 MYCPE ONE 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 Staff 
  • How to Onboard an Offshore Staff Member 

MYCPE ONE is a comprehensive ecosystem designed to empower CPAs and accounting firms with a comprehensive suite of services – all in one place. As a strategic platform, MYCPE ONE offers services that include outsourcing, staffing, building captives, continuing education, digital marketing, M&A advisory, and industry insights to support firms in delivering exceptional value to their clients.
 

With a large workforce of over 3000+ accounting experts, MYCPE ONE is already assisting over 3000 accounting & CPA firms. Moreover, the company has served over 200 CFOs & Businesses so far.
 

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. MYCPE ONE has helped accounting firms in overcoming staffing challenges and building offshore teams.
 

The Company was inducted into the BDO alliance & Boomer 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).

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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