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How to Scale CAAS (Client Accounting & Advisory Service) + VCFO with Offshoring!

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CFIRS
  • CWS

Published: September, 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

  • Firms offshoring trend
    5 mins
  • Growth drivers
    10 mins
  • Why CAAS + VCFO?
    17 mins
  • Leveraging offshoring
    30 mins
  • Practical case study
    38 mins
  • Tasks of CAAS + VCFO
    80 mins

Course Description

This event is for CPA, CA, ACCA & Accounting firms Only!

The accounting profession is going through some major changes. There are now more firms competing with each other than ever before. Small businesses now have so much choice that ordinary services like compliance, tax preparation, and basic bookkeeping are becoming commoditized. There's so little differentiation in this crowded market that the value of these services is being driven down.

So, it's a good time to move away from labor-intensive services into the world of business and financial consulting.

The shift from in-house to outsourcing has created all-new service industries. Today, many industry-leading enterprises leverage the power of outsourced Chief Financial Officer (CFO) services. The Virtual CFO is a new concept. It's a way for small businesses to get CFO support that they wouldn't have been able to afford previously.

  • Can Accountant Provide Virtual CFO Type Services to Clients?
  • Does Business Need this CFO Type Services?


A business depends on a Chief Financial Officer (CFO) to influence business strategy based on their financial knowledge. A CFO is a leader who has a thorough understanding of the company's vision, goals, and plans. They aid decision-making in order to achieve business objectives. (This is in addition to their oversight of compliance, accounting, and tax matters.) Offshoring has really increased post-pandemic and hence more and more accounting firms are thinking about offshoring more than before and migrated to offshoring.

This CPE webinar would cover "How offshoring can be a strategic advantage if you intend to build VCFO and CAAS services for your firm".

It’s up to the accountant to make the case for the value they bring. Clients will not do this for you.

After leveraging offshore staffing with Entigrity, your VCFO and senior accounting team will be able to be more focused on client strategies, planning, review, analysis, and involved in advisory for better decision making and growth for your client businesses not just bookkeeping tasks. You will see our firm business more scalable than before.

Key topics covered in this free CPE Webinar:

  • The changing face of Accounting.
  • Introduction of the virtual CFO role in your firm.
  • Strategies to make your firm ready.

Learning Objectives

  • To discuss what does strategic CFO services Means.
  • To discuss what could a CFO's Service look like or Role in small & Mid-Size Businesses.
  • To discuss what shall we charge for CFO services.
  • To define how shall we Implement CFO Services.
  • To discuss how offshoring can help you to scale Outsourced CFO and Advisory service.

Recommended For

  • This CPE webinar is for CPA, CA, ACCA & Accounting firms Only.
  • This CPE webinar would cover ‘How offshoring can be a strategic advantage if you intend to build VCFO and CAAS services for your firm.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Director of Accounting
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Forensic Accountant
  • QB Pro Advisor
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Xero Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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.



About Presenter

Martin Moll

Founder, Tech4Accountants

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

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.



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FAQs content

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Ratings and Review

4.5

373 Ratings

Excellent

217

Very Good

126

Average

28

Poor

2

Terrible

0

JJ

Jojo Joannak1128@gmail.com, CPA (US)

Mar 18th, 2022

0

TH

Teresa Hughart, CPA (US)

Dec 29th, 2021

good info

GC

Gina Cabral, CPA (US)

Jul 3rd, 2022

good

ND

Nivedita Dewan, ACCA

Dec 24th, 2021

na

TH

Thuong Hoang, CPA (US)

Feb 24th, 2022

ok

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