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Learn about Systematic Business Coaching Methods in Overcoming Challenges for Your Firm

  • CPA (US)
  • CFE
  • CMA
  • CPA in Canada
  • ACCA
  • CA - ICAEW
  • CA - Scotland
  • CA - Ireland
  • CPA - Ireland
  • Accountant/Bookkeeper/Tax Professionals

Published : February, 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
  • Tips for generating referrals
    7 mins
  • Referral-very powerful tool
    8 mins
  • Time management
    12 mins
  • Leadership starts with self leadership
    20 mins
  • Offshoring - the great way to get the talent level out
    24 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 Scott Finkelstein, Head Coach & Owner, Action Coach.

They discuss on following key subjects:

  • Focusing on your existing clients for business growth
  • Referral as a powerful tool for Accountants and CPAs to grow
  • Tips for generating referrals
  • Considering the aspects of time management
  • Leadership: Where does it start from?
  • Offshoring as a way to get the talent

Learning Objectives

  • To identify the marketing aspect for accounting firms that can lead to sales
  • To recognize referrals as a powerful tool to grow
  • To explore tips for Accountants and CPAs to generate referrals
  • To discuss how to approach self-leadership to leadership
  • To recognize offshoring as a way to get the required talent

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 Mgmnt and Org 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 - Scotland
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 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

Scott Finkelstein

Founder, ActionCOACH

Scott grew up in CT and graduated from the University of Hartford. His career started in Investment Banking, where he learned the art of building relationships and hard work. After three decades of leading companies to greater levels of success around the globe, generating over $6 BILLION in new revenue, Scott made the decision to bring his expertise to the greater Austin community locally through the ActionCOACH platform, creating and implementing custom business systems for immediate success.  In simple terms, Scott uses his innate passion for helping others succeed, creating wealth and gaining back control of their business, their life! Scott combines this with his knowledge and understanding that a business can thrive best with thoughtful and implemented systems.  Scott is the father of two amazing sons. His passion for the joys of growth of his sons is reflected in his willingness to get in the game.  His leadership skills lead him to coaching youth sports of baseball, soccer and basketball over the years.  His oldest son is currently at the beginning of a successful career having served bravely in the Air Force Special Forces, while his youngest son is pursuing his dream of becoming a major league pitcher.

About Company

Who is ActionCOACH Shinjiru?

  • Shinjiru is Japanese for 'BELIEVE' and that is what we embrace every day at ActionCOACH.

    We believe that everything is possible. We believe in the following:

      • A mission with a higher purpose
      • All of us can achieve greatness
      • To give more than we receive
      • We are all worthy of abundance in all aspects of life
      • To embrace failure for we are capable of more than we know
      • Finding the good in everyone
      • That with clarity of vision the road to success is always right there for us

What do you believe in?

Yes, business coaching will guide you with strategies for sales and marketing to bring significant growth quickly. We will help you create your plan for success, be an amazing leader with clarity in vision. Next, we will help you enhance the current systems and processes, while creating new ones so that you can handle significant growth in your business. That includes building an amazing team that is empowered to be successful every day so you do not have to do it all.

Again, what do you believe in? As the leader of any organization, it all starts with your beliefs, your vision for self and organization, how do you effectively communicate in order to influence others and articulate a vision that all will want to be a part of.

Do you have clarity in your beliefs? Your vision? What about goals and the road map to get there? As your Coach, we will help bring clarity in all the above and more. We do so through a four part process:

Awareness: Helping you see things about yourself, your organization and the market place.
Education: Providing the tools and resources in leadership, communication, strategic planning and management to so your team and you can be successful every day and stay ahead of the competition
Implementation: We help you then take that education, create a plan to implement the knowledge and guide you to the action plan, while staying by your side
Discipline: Holding you accountable, encouraging you to take responsibility for the goals and actions you commit to for growth and success

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

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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Ratings and Review

4.3

12 Ratings

Excellent

5

Very Good

5

Average

2

Poor

0

Terrible

0

LA

Lisa Adamsen, CMA, CPA (US)

Jul 30th, 2023

good