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Offshoring and Future Firms

  • 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
    02 mins
  • Future Firm Accelerate
    03 mins
  • Pain points in offshore staffing
    06 mins
  • Other matters that need to be attended to: operational matters, capacity issues, and more standardization
    09 mins
  • Capacity planning in accounting firms
    11 mins
  • Hybrid Work Model
    19 mins

Course Description

In this podcast Christopher Rivera, Director Client relations, Entigrity Offshore Staffingtakes a conversation forward on Building Kickass Offshore Team with Ryan Lazanis, Founder, Future Firms

They discuss on following subjects:
Best practices for working with offshore staffing
Pain points in offshore staffing
Capacity planning in accounting firms

The podcast focuses on how offshoring can be helpful for accountants by way of capacity planning.

Learning Objectives

To explore the best practices in offshore staffing
To identify pain points in offshore staffing
To identify the operational matters faced by an accounting firm
To identify capacity issues faced by an accounting firm
To recognize the importance of capacity planning

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

Ryan Lazanis, CPA (US), CA - ICAEW

Founder, Future Firms

I’m a CPA, but please don’t call me an accountant! I much prefer innovative technologies and disruptive business models rather than numbers.

In 2013, I started a 100% online accounting firm called Xen Accounting. A first of its kind in Canada, it was totally virtual, focused on automation and was comprised of a remote team of geeky CPA’s, bookkeepers and technologists. After 5 short years, Xen Accounting was acquired by a large European corporate services firm, thanks to the tech-oriented, scalable model in place. My new project, Future Firm, is a place for me to share knowledge and teachings of my experience crafting a modern, automated, online accounting firm that provides customers with an exceptional customer journey and team members with a modern work environment.

Unrelated to business, I’m addicted to Crossfit, love traveling to remote destinations and was previously an active club DJ in Montreal. 

About Company

Future Firms

www.invoicesherpa.com

Inspired by our experience with countless businesses facing cash flow problems we knew there was a better way to get paid for their efforts. With this mission in mind we set out to change how hard working businesses in a variety of fields get paid not just on time, but faster, increasing cash flow in their business. Watching the exciting growth our customers have been able to achieve with their new cash flow has been humbling and we're exicited to be a part of it.

Our mission is simple, we want to make your life easier by getting you paid faster for your hard work and effort on behalf of your customers, we know they want to pay you, but sometimes they just need a little help and push in the right direction. InvoiceSherpa instantly integrates & syncs with most major accounting softwares, including, Quickbooks, Xero, Freshbooks, Harvest, SageOne and others.

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.
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