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“Emerging Challenges” - Season Burnout

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

Published: February, 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

  • To do, review, and high level review tasks
    5 mins
  • Pre-pandemic Offshoring trend
    11 mins
  • Support tasks offshore staff can manage
    15 mins
  • Creating a hierarchy and buddy systems for offshore team members to support onshore staff
    25 mins
  • Investment of time to train the offshore staff
    34 mins
  • Why should CPA firms should consider hiring non-accounting offshore staff?
    40 mins
  • Learning curve of how to work with remote staff for the accounting firms
    48 mins
  • Training the staff about cultural differences and communication in the remote world
    54 mins

Course Description

Finance leaders are moving into 2022 with cautious and measured optimism, well aware of the challenges that lie ahead. But with these challenges come opportunities and solutions, so as finance and accounting teams jump into 2022, here’s what to prepare for and how to excel in 2022.

Cash flow, hiring new talent, adapting to new tax and regulatory changes, and continuing to adjust to remote work remain some of the largest hurdles for accounting teams.

Investing in offshore staffing services has proved to be a life-altering experience for numerous professionals around the world, they swear by the cost-effectiveness and peace of mind that comes naturally with offshore staffing. Although hiring and working with an offshore staff is very much similar to that of any local/in-office staff, however, there are a couple of points that every CPA or accounting firm should keep in mind to extract optimum utility from them.

This CPE webinar will help you with the best practices of working with offshore staff.

In today’s increasingly remote workforce, leading virtual teams is an essential skill in your management arsenal. COVID-19 has caused tremendous social and economic upheaval. Businesses have rapidly re-organized into work-from-home and distributed office environments. Now, the staff is working remotely in different setups and locations. With the best practices and foreknowledge of common challenges, you can achieve more with remote teams!

In this CPE webinar, we will also focus on the staffing challenges of remote working.

Learning Objectives

  • To discuss the emerging challenges of accounting teams.
  • To analyze offshore staffing.
  • To discuss the best practices of offshore staffing.
  • To analyze the staffing challenges of remote working

Recommended For

  • This online CPE webinar on Business Management is recommended for CPAs, CMAs, and other accounting professionals who desires to ensure that they work efficiently in the tax season
  • This online CPE webinar is also recommended for CPAs in Canada who wants to ensure better client services

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • Certified Management Accountant (CMA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit 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

Shawn Parikh

Chief Executive Officer (CEO), Tech4Accountants

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

Tech4Accountants

www.entigrity.com/

𝗔𝘁 𝗘𝗻𝘁𝗶𝗴𝗿𝗶𝘁𝘆 𝘄𝗲 𝗵𝗲𝗹𝗽 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗳𝗶𝗿𝗺𝘀 𝗵𝗶𝗿𝗲 𝗱𝗲𝗱𝗶𝗰𝗮𝘁𝗲𝗱 𝘀𝘁𝗮𝗳𝗳 𝗮𝘀 𝗽𝗲𝗿 𝘁𝗵𝗲𝗶𝗿 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀. Worldwide, thousands of firms are making the shift to a “double office strategy,” Onshore and Offshore. So it’s clear accounting firms are more open to hiring offshore staff especially post 𝗖𝗢𝗩𝗜𝗗. Every month 𝟯𝟬 𝗻𝗲𝘄 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗳𝗶𝗿𝗺𝘀 𝘀𝗲𝗹𝗲𝗰𝘁 𝗘𝗻𝘁𝗶𝗴𝗿𝗶𝘁𝘆 in hiring offshore staff associates and taking a step forward in building their offshore team. We can help you hire staff for many positions, including accountants, tax preparers, tax reviewers, bookkeepers, tax seniors, audit associates, admin executives, etc. 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗮𝘁 𝗷𝘂𝘀𝘁 $10/𝗵𝗼𝘂𝗿. 600+ 𝗖𝗣𝗔𝘀, 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗧𝗮𝘅 𝗳𝗶𝗿𝗺𝘀 have successfully built their offshore team with Entigrity. If you’d like to find out more about how we can help grow your capacity, margins and profits, contact us to request a free consultation at 646-827-4348.



Faq

FAQs content

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Ratings and Review

4.3

336 Ratings

Excellent

160

Very Good

120

Average

49

Poor

5

Terrible

2

BW

Brittany Withey, CPA (US)

Jun 29th, 2022

great tips to avoid burn out

BM

Brenda Mcgivern, CPA (US)

Jun 29th, 2022

thanks

DH

Dahlia Hudson, CPA (US)

Jun 26th, 2022

Great

JK

Justin Kispert, CPA (US)

Jun 17th, 2022

Thanks!

AR

Ashley Rodgers, CPA (US)

Jun 16th, 2022

N/A

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