Nearshoring vs offshoring Podcast | 0.5 CPE Credits

Nearshoring vs Offshoring: Is there a difference?

CPA (US)

CFE

CMA

Published : February, 2022

Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Introduction

01 mins
Offshoring - an adoption and the adaption from the client perspective

04 mins
Nearshoring - The concept

10 mins
Put a spotlight on your own internal operations

14 mins
Ways to leverage the time zone

18 mins
Conduct security checks and background checks

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 Martin Moll, Founder, Breakaway, Bookkeeping & Advising.
They discuss on following subjects:
Offshoring - The adoption and adaption from the client perspective
Nearshoring The concept
Putting a spotlight on your own internal operations
How to leverage the time zone
Conducting security checks and background checks

Learning Objectives

To explore how clients are adopting and adapting to offshoring
To identify the concept of Nearshoring
To recognize the importance of putting a spotlight on your own internal operations
To recall the ways to leverage the time zone
To recognize the importance of conducting security checks and background check

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

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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

Martin Moll

Founder, Breakaway Bookkeeping

After practicing law for several years, Martin joined the Big Four accounting firm of Andersen. He specialized in representing physician entrepreneurs, medical clinics, health systems and executives in taxation, planning, strategy and compensation related matters. Martin then joined Aldrich, a top 10 west coast accounting and advisory firm as a partner and leader of their healthcare practice. Along with leading the firm’s practice, Martin personally served as acting Chief Financial Officer, Chief Administrative Officer and Chief Executive Officer of several large medical practices. Martin ultimately became Aldrich’s Chief Executive Officer and Managing Partner.

Just last year Martin left the world of public accounting to found Breakaway Bookkeeping & Advisory, which provides distributed share bookkeeping, controller and CFO advisory services. The company has expanded rapidly to 17 advisors serving clients across the country in a multitude of industries.

An avid cyclist, Martin serves on the Board of Trustees of Pacific University and the Board of Directors of New Avenues for Youth and Cycle Oregon. Martin has a law degree from the Northwestern College of Law at Lewis and Clark College and a Bachelor of Arts from the Robert D. Clark Honors College at the University of Oregon. He and his wife Lois have two children, Emily, who resides in Portland and Ryan who resides in Seattle.

About Company

Breakaway Bookkeeping

breakawayba.com/

You can love your bookkeeper.

At Breakaway, we believe your bookkeeper should be a friendly, trusted advisor who knows you, knows your business, and knows your community. At the end of the day, it’s not just about making sure the numbers balance, it’s the surety that somebody has your back and will stand by your side through every tough decision, scary moment, and professional conundrum. Our bookkeepers and virtual CFOs lead with head and heart to make your business work for you.

HAPPY ADVISORS = HAPPY CLIENTS

We support our advisors with cutting-edge cloud accounting and workflow technology; an amazing offshore team; and a vibrant community, so they can work smarter and spend more time where it counts: getting real with their clients.

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

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