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

FREE

Total Credits

1 CPE

Available in Self Study

Recorded On: May 6th, 2022

Live Conference

Sep 9th, 2021

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

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.

Continuing Education Credits

The sessions of the conference qualifies for

  • 1 General Credit for all Accountant
  • 1 CPD Credit for all CPA (CA)
  • 1 CPE Credit for all CMA
  • 1 CPE Credit of Business Management and Organization for CPA (US)
  • 1 CPD Credit for all CA - ICAEW
  • 1 CE Credit for all CFIRS
  • 1 CE Credit for all CWS

Sponsors

Chris Rivera

Shawn Parikh

Ted Stewart

Date

Sep 9th, 2021

Time

11:00 AM – 12:00 PM
1 Credit

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

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.
  • 1 General credit of for all Accountant
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all CA - ICAEW
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

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 works 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 the 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
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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
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Stewart Financial Services is owned by G. Ted Stewart.  He is a graduate of North Carolina Central University in Durham, NC, and holds a BBA in Accounting. 

Mr. Stewart has over 33 years of experience in tax return preparation and providing financial services to small businesses and non-profits. He has obtained the designation of Professional Tax Preparer from Universal Accounting.  (Universal Accounting is registered with the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service sponsor of continuing professional education.)

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