Metrics & KPIs For Measuring an Offshore Team Performance

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

Published: May, 2022

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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

Recommended For

  • This Podcast is recommended for CPA, CFE, CMA, ACCA, CA-ICAEW, CA-Ireland, CA-Scotland, CPA-Ireland, accountants, and bookkeepers who desire to explore the Key Performance Indicators required for measuring the performance of offshore staff. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant (CMA)
  • Chartered Global Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Management Consultant
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 General Credit for Accountant/Bookeeper
  • 0.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit 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

Sia Kal

Managing Partner, FY USA LLC

Sia has spent all his career developing business improvement methodologies for Accounting and Law firms. He has created compelling marketing content, professional courses and workshops accredited for CPE, and seminars attended by hundreds of firms worldwide.

Sia has enabled hundreds of professional services firms, including former managers of the ‘Big 4’, to resolve issues that impeded their ability to achieve success beyond expectations.

Sia’s passion is to instill 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), Practice Protect

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience, he spearheaded the company operations, forging the foundations of Entigrity that work closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing-related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds, and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs

About Company

Practice Protect

www.entigrity.com/

Practice Protect is the #1 accounting-specific cyber security platform that makes it quick & easy to secure and control client data, wherever your people work.

Host

Chris Rivera

Director of Client Relations, Practice Protect

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

Practice Protect

www.entigrity.com/

Practice Protect is the #1 accounting-specific cyber security platform that makes it quick & easy to secure and control client data, wherever your people work.

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