MYCPE ONE

Building Your Own Offshore Operations Strategies, Challenges, and Opportunities for CPA Firms

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Conference Overview

This session is tailored for CPA and Accounting firms generating $3M–$40M in revenue who are considering setting up their own offshore operations in the next 2–5 years. 

As offshoring becomes more strategic than transactional, many firms are exploring ways to gain more control—over talent, process, and infrastructure. Whether you’re already leveraging outsourcing or just starting to explore offshore models, this session will give you the clarity to decide the path forward. We’ll explore the core operational models available to firms—whether it’s building your own captive setup, working with a partner under an employee-on-record/off-record structure, or exploring hybrid routes. Through real-world experiences and lessons from firms who’ve walked this path, we’ll break down both the strategic upside and the operational complexities you should plan for.

Major Topics:

  • Choosing the right cities and talent pools for offshore operations
  • EOR vs. off-record models: pros, cons, and compliance considerations
  • Managing risk, local nuances, and cultural alignment
  • Designing a leadership and governance structure that works offshore
  • Case studies of what worked—and what didn’t—for peer firms
  • Planning a roadmap that balances autonomy with long-term scale

By joining this CPE course, firm owners, managing partners, COOs, and strategy leaders will gain a grounded, strategic perspective on offshoring—rooted in practical insights, not sales pitches.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 BusIness Management & Organization
CPA in Canada 1 BusIness Management & Organization
ACCA 1 All
CA - ICAEW 1 All
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

May 29th, 2025

Speakers:
Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

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This session is tailored for CPA and Accounting firms generating $3M–$40M in revenue who are considering setting up their own offshore operations in the next 2–5 years. 

As offshoring becomes more strategic than transactional, many firms are exploring ways to gain more control—over talent, process, and infrastructure. Whether you’re already leveraging outsourcing or just starting to explore offshore models, this session will give you the clarity to decide the path forward. We’ll explore the core operational models available to firms—whether it’s building your own captive setup, working with a partner under an employee-on-record/off-record structure, or exploring hybrid routes. Through real-world experiences and lessons from firms who’ve walked this path, we’ll break down both the strategic upside and the operational complexities you should plan for.

Major Topics:

  • Choosing the right cities and talent pools for offshore operations
  • EOR vs. off-record models: pros, cons, and compliance considerations
  • Managing risk, local nuances, and cultural alignment
  • Designing a leadership and governance structure that works offshore
  • Case studies of what worked—and what didn’t—for peer firms
  • Planning a roadmap that balances autonomy with long-term scale

By joining this CPE course, firm owners, managing partners, COOs, and strategy leaders will gain a grounded, strategic perspective on offshoring—rooted in practical insights, not sales pitches.

Learning Objectives

  • Discuss key offshore models and their strategic implications for firms.
  • Identify ideal locations and talent pools for offshore operations.
  • Analyze pros and cons of EOR versus off-record structures.
  • Explain governance, compliance, and cultural alignment considerations offshore.
  • Differentiate between outsourcing and building scalable offshore capabilities.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Enhance Your Finance & Management Skills with Shawn Parikh
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

May 29th, 2025

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Reviews and Ratings

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SL

Scott Lloyd, Senior Accountant
4 ratingratingratingratingrating

I appreciated learning about the current outsourcing environment in the CPA community.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com