MYCPE ONE

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

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Conference Overview

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 outsourced 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.

In this presentation we would like to cover How offshoring can be strategic advantage if you intent 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.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Business Mgmnt and Org
Accountant/Bookkeeper/Tax Professionals 1 All
CPA in Canada 1 All
CMA 1 All
CWS 1 All
CA - ICAEW 1 All
CFIRS 1 All

Sessions

Sep 9th, 2021

Speakers:
Speaker Name
Chris Rivera

Director of Client Relations
MYCPE ONE

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Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

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Speaker Name
Ted Stewart

Chief Executive Officer (CEO)
Stewart financial Serivces

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 CPE event:

  • The changing face of Accounting.
  • Introduction of the virtual CFO role into 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 Business.
  • 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 Outsource CFO and Advisory service.

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

Sep 9th, 2021

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Chris Rivera
Chris Rivera

Director of Client Relations
MYCPE ONE

Sep 9th, 2021

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Ted Stewart
Ted Stewart

Chief Executive Officer (CEO)
Stewart financial Serivces

Sep 9th, 2021

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Reviews and Ratings

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KP

Krunal Pancholi, Manager
5 ratingratingratingratingrating

It was excellent !

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