Bursting myths around Offshoring for an Accounting firm

  • Accountant
  • CFE
  • CMA
  • CPA (US)
  • CFIRS
  • CWS

Published: June, 2021

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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

  • Stigma of Offshoring
    4 mins
  • Data Security & Confidentiality
    13 mins
  • Taking American jobs away
    19 mins
  • Steep learning curve
    26 mins
  • Phases of Offshore staffing
    37 mins

Course Description

The traditional accounting profession is coming into the digital age and more and more opportunities are becoming available to work remotely. A significant number of CPAs, accountants and tax pros have embraced remote working with the most recent events happening. This, in turn, has made the offshoring concept widely accepted. For 25 years it has been available in the industry but has been ignored as a long-term solution. With staffing shortages in the accounting industry becoming more prevalent, firms are “thinking outside the box” in finding solutions. Is offshoring right for you?

But the questions are 

  • Staffing is the #1 challenge from sole practitioners to 500+ person firms! How are firms navigating the evolving staffing shortages?
  • Are firms staying in the remote environment temporarily?
  • How does this concept enable my future growth plan?
  • How do I go about hiring offshore on my own or through a firm?

During this online CPE webinar, we will answer some pertinent questions related to offshoring and how firms can mitigate the ongoing staffing shortages.

  • Stigma going away
  • Phases outlined for scalable growth
  • Dedicated vs Outsourcing
  • Long Term Solutions 
  • Remote Working 
  • Interview Process
  • How much time does this take to develop?

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Learning Objectives

  • Why offshore hiring is more relevant now than ever?
  • Discussing Stigma of offshoring
  • Phases outlined in doing this for the first time
  • Resources available for today’s staffing shortages
  • Perception vs Reality

Recommended For

This online Continuing Education webinar for CPAs is recommended for CPAs, CMAs, and other Accounting professionals who want to explore Offshoring

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Certified Management Accountant (CMA)
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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

About Presenter

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.

Faq

FAQs content

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  • 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.
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Ratings and Review

4.5

364 Ratings

Excellent

210

Very Good

124

Average

29

Poor

0

Terrible

1

NJ

Nisha Jainani, Others

Mar 1st, 2022

i have attended webinars before but this was a unique experience since it involved testing of your knowledge at the end.

KM

Kelsey Mason, CPA (US)

Aug 28th, 2021

Great presenter! Always interesting to listen to and provides fantastic insight on various topics.

DS

Dale Scrimger, CPA (US)

Aug 7th, 2022

The real life examples and the simplification of the material

GM

Geoff Muehlberger, CPA (US)

Dec 24th, 2021

Very good information

AK

Andrew Kao, CPA (US)

Jul 7th, 2021

Fantastic

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