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Integrating Offshore and Onshore Team


Total Credits


Live Conference

Mar 30th, 2022

Integrating Offshore and Onshore Team

Offshoring has become a common strategy for many organizations in the services sector as a consequence of the increased tradability of services, arising from trade liberalization and rapid technological developments.

The accounting profession is going through some major changes. There are now more firms competing with each other than ever before. Collecting fees is difficult because invoices often do not reach the client until the firm has completed the work, and the invoice may be higher than the client expected. Most professionals have worked on a project that required more hours or effort than was initially quoted, and they had to figure out how to add those extra hours to the bill.

Rather than charging clients after the work is completed, why not charge a flat monthly fee that covers all of your work for the entire year? In other words, offer your customers a subscription.

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?

This CPE virtual conference will help your VCFO and senior accounting team 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 your firm's business more scalable than before.

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 CE Credit for all CFIRS
  • 1 CE Credit for all CWS

Chris Rivera

Roxie Azparren

Shawn Parikh


Mar 30th, 2022


02:00 PM – 03:00 PM
1 Credit

Integrating Offshore and Onshore Team

Offshoring has undergone a significant transformation in recent years. It has become a common part of many services organizations across the world, particularly in business services such as professional services (legal, accounting, and management consulting), technical services (architecture and engineering), and computer services.

While it was traditionally about cost-cutting in distinct back-office functions, offshoring has become far more complex and its use continues to evolve. Many offshored functions are becoming fully integrated into an organization’s operating model and thus have impacts that extend well beyond the services traded.

As a result, offshoring is likely to have an increasingly significant impact on services organizations in the future. But more than that, it can also have an impact on the economic future of the world.

Offshoring in services can play a key role in addressing future productivity challenges by enabling organizations to operate more efficiently, maximizing the value-add of the existing workforce, and assisting organizations to be internationally competitive.

Although offshoring is already widespread in the services sector, there are areas for expansion as organizations consider more complex functions as part of the offshoring decision.

Outsourcing of accounting and finance functions remains strong and continues to be a cost-effective, attractive, and valuable alternative to onshore resources. Tasks are often repetitive and resource-intensive, making it a perfect function to start with when considering offshoring.

Beyond that, businesses are leveraging outsourcing to drive greater business insights through enhanced reporting and analysis that are difficult to achieve with onshore resource constraints.

In this CPE session speaker, Shawn Parikh will help you to understand the benefits of offshoring beyond just accounting roles.

Learning Objectives

  • To discuss the importance of offshoring.
  • To analyze how offshoring can help you to scale Outsourced CFO.
  • To analyze how offshoring can help you to scale Advisory service.
  • To explain why offshore hiring is more relevant now than ever.
  • To inspect the stigma of offshoring.
  • To understand how offshore staffing is different from outsourcing.
  • To learn the benefits that offshore staffing brings over outsourcing your work.
  • 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 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:


Instuctional Method:

Group Internet Based


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 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
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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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Roxie is a firm principal and specializes in audit and assurance (A&A) for businesses.  As a certified public accountant with more than 20 years of A&A expertise, she is adept in managing Employee Benefit Plan audits and ERISA requirements, as well as foreseeing and remedying any compliance issues.  

Roxie’s refined business acumen and attention to detail seamlessly guide organizations through the complex regulatory environment and processes.  She monitors ERISA regulations and keeps clients informed of changes and potential issues, while providing proactive advisory for continuous improvements and to create efficiencies.  Her specialization and experience provide a sensibility to challenge current processes for better outcomes and results.

In addition, Roxie monitors the firm’s A&A internal quality control processes, continuing education requirements and independence regulations, as well as its adherence to A&A standards.  She also trains clients and team members on the most current A&A standards including employee benefit plan regulations and other compliance-related topics.

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Ratings and Reviews


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