27 episodes

Thinking of offshoring, outsourcing or need an edge to grow your accounting firm? Get to know the leaders who are getting great success both onshore and with their offshore teams. This is the go-to podcast for accountants looking to add a highly successful offshore team. In-depth experience, real-life examples, and the best tips they can pass on to you. From planning growth, setting up an offshore team, onboarding, managing an offshore team to success metrics - all so you can spend more time with clients, be the real trusted advisor and can grow your firm!

TOA Global Podcast TOA Global

    • Business
    • 5.0, 4 Ratings

Thinking of offshoring, outsourcing or need an edge to grow your accounting firm? Get to know the leaders who are getting great success both onshore and with their offshore teams. This is the go-to podcast for accountants looking to add a highly successful offshore team. In-depth experience, real-life examples, and the best tips they can pass on to you. From planning growth, setting up an offshore team, onboarding, managing an offshore team to success metrics - all so you can spend more time with clients, be the real trusted advisor and can grow your firm!

    JOHN GELES: Increasing The Capacity To Deliver With Offshoring

    JOHN GELES: Increasing The Capacity To Deliver With Offshoring

    John Geles of Confidential Tax and Business Services talks with us about hiring offshore team members and how they are effectively integrated into the team. He describes how his company views offshore team members as integral to the business and how they have helped to increase the capacity of work delivered.

    • 28 min
    MATTHEW MAY : Taking the First Steps of Offshoring

    MATTHEW MAY : Taking the First Steps of Offshoring

    Nick talks with Matthew May of Acuity on how offshoring plays a role in ensuring onshore employees and clients all have a great experience. Acuity covers multiple services - Controller, CFO, Bookkeeping, and Tax Compliance - and embraces working onsite with clients as well as working remotely. Matthew shares his thoughts on the similarities between offshore and onshore team members.

    • 30 min
    DAVID ROSS - Achieving More Locally with Offshoring

    DAVID ROSS - Achieving More Locally with Offshoring

    David Ross of Direction Accounting and Super Coach with over 25 years of accounting experience shares advice on making the transition to an offshoring model as quickly as possible. He lays out the process he has used to train offshore team members and describes how he keeps them engaged in the business. David also talks about how his offshore staff has allowed his local team to spend more time with clients.

    • 37 min
    JANE POLLARD: Get Capacity Before You Need It: Lessons In Offshoring

    JANE POLLARD: Get Capacity Before You Need It: Lessons In Offshoring

    Jane Pollard didn’t know she needed capacity until she landed a $40,000-client and didn’t have enough people to do the work. Luckily, we were there to provide the solution: a remote global team.

    • 27 min
    NOEL TIUFINO: How To Deliver Quality Work And Achieve Firm Stability

    NOEL TIUFINO: How To Deliver Quality Work And Achieve Firm Stability

    Noel Tiufino, Managing Director at My Accounts, recently sat down with us to share their amazing offshoring journey and how they were able to achieve firm stability thanks to their global team that continuously deliver consistent quality work

    • 35 min
    PAMELA TAYLOR: Propel Growth By Focusing on High-Level, Value-Priced Consulting Work

    PAMELA TAYLOR: Propel Growth By Focusing on High-Level, Value-Priced Consulting Work

    The decision to try offshoring has helped Armada Bookkeeping provide high-value consulting work. Thanks to an encounter with Nick, the firm now enjoys a team of rock star team composed of bookkeepers and client services assistant.

    • 25 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Business

Listeners Also Subscribed To