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Metrics & KPIs For Measuring an Offshore Team Performance

  • 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
  • What are Key Performance Indicators?
    5 mins
  • ‘Success’ according to Shawn Parikh
    14 mins
  • Importance of social objectives in a business
    22 mins
  • Training onshore and offshore team
    26 mins
  • How to improve the experience of an offshore team?
    28 mins
  • Conclusion
    33 mins

Course Description

In this podcast, Chris Rivera, Director of Client Relations, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Sia Kal, President, FY USA, and Shawn Parikh, CEO, Entigrity Offshore Staffing

They discuss on following subjects:

  • Key Performance Indicators for measuring an offshore team performance
  • Calculating the incremental gain from offshore staffing
  • Importance of social objectives in a business
  • Training onshore and offshore team
  • How to improve the experience of an offshore team?

This podcast focuses on measuring the performance of an offshore team.

Learning Objectives

  • To discuss the meaning of Key Performance Indicators
  • To examine the concept of success
  • To determine how to calculate the incremental gain from offshore staffing
  • To recall the importance of social objectives in a business
  • To elaborate on how to train onshore and offshore teams

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 - 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

Sia Kal

Managing Partner, FY USA LLC

Sia is an internationally recognized Business Performance Coach who has been educating thousands of Accounting Firms on how to scale and reach impressive and sustainable results in their business.  He has created and delivered hundreds of compelling professional courses and workshops, specifically designed to upgrade the business performance of accounting firms. Sia’s expertise is to enable accounting firms resolve issues that imped their ability to achieve success beyond expectations.  His passion is to focus on morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

About Company

FY USA LLC

fy-usa.com/

FY International (FY) is an international network of independent accounting, legal, and consulting firms. We have a strong presence throughout the Americas and a growing presence in Europe. 

FY was established as a global platform to generate local business. For us, global and local are two sides of the same coin. Our network helps local firms get the international reach they and their customers need in order to grow and bring prosperity for them and their economies. 

We are uniquely equipped to deal with the geographical, cultural, and linguistic barriers of doing business internationally. Together we apply resources and solutions suited to the needs of international markets.

With over 26 years of experience, we can help professionals understand what their risks are and how to face them. In addition, with our Business Development Division’s dedication to generating economic growth, we constantly seek opportunities to produce sustainable value to our clients.

Expert Speaker

Shawn Parikh

Chief Executive Officer (CEO), Entigrity Solutions LLC

With over 15+ years of experience, he has spearheaded the company operations and led Entigrity to become the global organization it is today. Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. He understood numerous staffing related challenges plaguing the accounting community. Over time, he has provided consultation/advice to 5000+ accountants and helped them convert some of their core challenges into opportunities.

 

Shawn’s is a big advocate of small businesses. He says, “Small businesses are the backbone of the global economy” and his focus area is to always help small and mid-size accounting firms. 

 

In fact, the Idea of Entigrity was born out Shawn’s wish to help small and mid-sized firms by providing them with access to global staffing and helping them compete with Big 4 and larger firms. Shawn really admires businesses that create or facilitate the creation of micro entrepreneurs like UBER, AIRBNB, Urban Company etc.

 

Shawn has been actively involved in many Accounting community events and forums, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

 

OFFSHORING RELATED TOPICS


  • 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
  • Integrating offshore and onshore teams.
  • How offshoring can bring Multi-dimensional transformation change in accounting firms.
  • What roles can be shifted offshore.
  • How to design a long term offshoring strategy.
  • Offshoring, Hiring beyond accounting roles.
  • Scaling CAAS + VCFO with Offshoring.
  • How to Training and Upskill Offshore Staff Members.


Non-Offshoring Related Topics


  • Build a 60% net margin Client Accounting Service Business
  • Integrating CFO & Advisory Services for Accounting Firms
  • Cobra Approach to Accounting firms growth.
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • CAAS (Clients Accounting and Advisory services) Implementation in Accounting firms.
  • How to Implement Subscription based pricing in Firms
  • MRR (Monthly Recurring Revenue) in Accounting firms key to scale and success.
  • Building a Niche in Accounting Space.
  • Pricing Strategies for Accounting Firms.
  • How to run your accounting firm like a SAAS business.
  • How Data Analytics is going to be the future for Accounting firms.
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like entrepreneurs.
  • Lesson for Accountants from Two COVID Tax Seasons
  • Building Profitable CAAS in your firm.


Shawn Parikh is the Founder and CEO of Entigrity and myCPE Group. In his role, he is spearheading the company operations, cementing the foundations of Entigrity, that works closely and exclusively with the accounting community globally. Shawn also oversees service conceptualization, strategy creation, administration, and finance, in the organization.

 

Shawn co-founded Entigrity in 2014 and today, the company is a global leader in providing outsourcing for accounting firms and one of the preferred outsource 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 in the BDO alliance partnership and was the first company in this segment to become 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. 

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. 

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