Session Description All You Need to Know About Offshoring for Accounting Firms
Prior to Offshoring
- Offshoring Trends
- Handling Onshore Team’s Concern
- Do's and Don'ts.
- Handling Client’s concern
- Best Practices
- Data Security and Privacy
- Choose Right Partner
- Understanding Indian Ecosystem
- How to Be Offshoring Ready
Post Offshoring
- Scaling Offshoring
- End Client facing Roles
- Task & Roles to be offshore
- Non-Technical Roles
- Handling Phase Wise Growth
- Working Models in Offshoring
- Challenges and Solutions
- DOO – The next generation of offshoring
- Hiring Senior Talent
In the session accounting firm owners will also gain insights into the following:
- Pitfalls associated with accounting offshoring
- Practical insights and actionable advice for implementing accounting offshoring strategies
- Implementing and Scaling Offshoring for your firm
- Challenges faced by clients in accounting offshoring
- Learnings and understandings derived from real-world examples
- Our existing clients will participate and share their perspectives and experience
Once you attend the webinar and complete evaluation form we shall give you a certificate for your credits.
Key Takeways
To discuss the current trends and dynamics driving the growth of outsourcing and offshoring.
To explain best practices and key considerations for successful offshoring initiatives.
To gain insights into choosing the right offshoring partner and ensuring data security and privacy.
To explore strategies for scaling offshoring operations and handling phase-wise growth.
To identify challenges and effective solutions in hiring senior talent, managing client-facing roles, and incorporating non-technical roles in offshoring setups.
Continuing Education CreditsThe webinar qualifies for
- 1 General Credit for all Accountant
- 1 CPD Credit for all ACCA
- 1 CPD Credit of Business Mgmt & Org for CPA in Canada
- 1 CPD Credit for all CA - Ireland
- 1 CPE Credit of Business Mgmt & Org for CPA (US)
- 1 CPD Credit for all CPA - Ireland
- 1 CPD Credit for all CA - ICAEW
Recommended for
Speakers
Shawn Parikh
CEO and Founder of Entigrity
Chris Rivera
Direct of Client relations
Vibhu Khanna
Sr Manager, Entigrity
Ratings
- 4.9/5
Attended by
Firms working with Entigrity
Offshoring is here to stay, but the rules are changing…
Discover the latest trends and insights on offshoring for accounting firms and how to ensure your business is prepared for the future.
Get Ahead of the Game with Offshoring Trends 2023 & Beyond
Valued at $99
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Get It NowWebinar Reviews
<Allen Stambaugh
Certified Public Accountant at Stambaugh Law Offices
I already met Shawn a few years back, and we discussed the possible synergies we could work on. At that time, our firm was also in a phase where we were considering the possibility of partnering with an offshoring staffing provider to delegate certain tasks. However, we were relatively inexperienced in implementing the offshore staffing. Out of curiosity and a desire to learn more, I recently attended a webinar that shed light on the broader possibilities that offshoring can offer. Thanks, Shawn and his team
Lee Weinstein
Founder LW Solutions and LWS Financial
I find it very insightful when they start discussing how to find the right offshoring partner, remote work, automation, cybersecurity, and collaboration. It's like a whole new world of possibilities for us to tap into the talent and take our firm to the next level.
Basil Agrocostea
Accountant and Advisor at Agro Accounting
The strategies they shared for scaling up offshore staffing were seriously invaluable. I mean, you can't put a price on that kind of knowledge! They totally emphasized the importance of data security and privacy. I've been running my own firm for a good ten years now, and one of my biggest concerns has always been how to protect my clients' data when working with offshore partners. The speakers, Vibhu and Tushar, laid out exactly what IT and data security policies any offshore partner should follow before considering working with clients like us.
Julian Tolliver
Partner, Valor CPAs
This webinar challenged conventional thinking and presented offshoring as a paradigm shift in the accounting industry. The presenters skillfully weaved together insights on business management, organization, talent management, and onboarding, showcasing the holistic impact of offshoring on a firm's operations.
Feedback Share your valuable feedback*
Frequently Asked Questions
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Is this event In-person or virtual?
This is a virtual event and shall be held on Zoom Application. The handout material for each session shall be available for download on the webinar detail page.
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How is this different from normal webinars?
Virtual Webinar with Entigrity 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 Webinar offers a session over a longer time frame of more than an hour. Virtual Webinar help build a community or initiate networking opportunities.
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What Continuing Education Credits I will get after attending this event?
The duration of this event can be seen below its title. The credits for this webinar are also mentioned below the title.
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What do I get out of attending this event?
The Specific Takeaways and the purpose of this event is mentioned in the ‘Overview’ and ‘Webinar Description’. Additionally, by attending a Live Virtual Event you can experience the interactivity equivalent to an in-person seminars without having to leave your screens or risk your lives especially post pandemic situations. Nevertheless, bulk CPE/CE is an icing on the cake.
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Do I need any special application or technology platform for this event ?
Entigrity 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.
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Do we get any breaks?
No there are no breaks
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What if I had to leave the event in between? Will I get the credits for attending sessions?
The Entigrity 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.
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Can I have access to recording of the event?
The recording of the event can be made available to you, on request. You can reach out to us at patrick@entigrity.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.
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What is the cancellation and refund policy for the virtual events?
You can cancel your registration for a webinar at any time before the start of the event.
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How Can I View The Upcoming Virtual Events?
All the upcoming virtual events can be seen listed on this link:- www.entigrity.com/webinar
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How Do I Launch The Virtual Event?
A unique joining link will be shared with you on your registered email ID once you have registered for a webinar. You can join in using the unique link at the scheduled time of the event. Entigrity recommends that you verify if your digital device is compatible with the ZOOM software prior to attending the live events on Entigrity.
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How Do I Obtain CPE Credit For The Virtual Event?
For every Session you attend in a Virtual Event, you need to remain logged into the session till the end and answer the polling questions asked during the event. Once you have fulfilled these two criteria, you shall receive an evaluation form in the next 24 hours. You will receive an email with the link to complete the evaluation form and it will also be available in your email. Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your email. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download.
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How Do I View My Certificate Of Completion?
Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your email. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download
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What Happens If I Have Technical Issues During The Virtual webinar?
During every webinar 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 info@entigrity.com
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Will The Event Be Recorded?
Yes, each live virtual webinar shall be recorded and the recording of the same can be made available to on request. However, the recording shall not be eligible for continuing education credits.