44 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!

    James Devenny: The right approach to make outsourcing successful

    James Devenny: The right approach to make outsourcing successful

    James Devenny, co-founder of Devenny Payne, chats with us about the firm’s experience when they first tried outsourcing, the lessons they learned, and how these put things into better perspective and helped them build a better offshore team the second time around. Devenny Payne focuses on helping clients run their business more intelligently through a holistic approach to achieve growth. The practice is based in Victoria, Australia.

    • 45 min
    Aly Garrett and Lee Duffield: Outsourcing as a catalyst for holistic business growth

    Aly Garrett and Lee Duffield: Outsourcing as a catalyst for holistic business growth

    Aly Garrett and Lee Duffield of All In Advisory walk us through their experience hiring an offshore team, what they put in place to make sure both offshore and local team members would benefit from their decision to outsource, and how it has resulted in business growth. All In Advisory offers innovation and business advisory expertise, making it a recognized leader in the tourism industry and cloud revolution space. The practice is based in Kent Town, Australia.

    • 42 min
    CHARLOTTE BUNGARD: Building a successful global team

    CHARLOTTE BUNGARD: Building a successful global team

    Charlotte Bungard, general manager of Interactive Accounting, chats with us about steps her firm has taken to ensure outsourcing was going to be successful, interview screening questions, and appointing a local leader for the global team. Interactive Accounting helps its clients build more scalable businesses using cloud-based technology for their given industry. The firm has offices in Sydney and Melbourne, Australia.

    • 40 min
    SAM ROTBERG: Best practices for managing local and offshore teams

    SAM ROTBERG: Best practices for managing local and offshore teams

    Sam Rotberg, director at Alexander Spencer, talks to us about the importance of building a strong team culture between the local and offshore team members, creating a work system that works for both, and what he has learned about outsourcing from TOA Global. Alexander Spencer offers a full range of business services to assist organizations with their accounting, taxation, and financial needs. The practice is based in Camberwell, Victoria, Australia.

    • 38 min
    JENNIE MOORE: Overcoming unconscious bias about outsourcing

    JENNIE MOORE: Overcoming unconscious bias about outsourcing

    Jennie Moore, founder of Moore Details Inc., talks to us about getting past an unconscious bias surrounding outsourcing, expanding her practice’s capacity by hiring global team members, and her experience with TOA Global’s recruiting process. Moore Details Inc. helps organizations adapt their accounting systems to the cloud via boot camp-style coaching. The practice is based in Ontario, Canada.

    • 43 min
    KRISTEN LOVETT | Offshore accounting: the challenge of finding and attracting qualified staff

    KRISTEN LOVETT | Offshore accounting: the challenge of finding and attracting qualified staff

    Kristen Lovett, founder and director of Klas Business + Accounting, chats with us about how outsourced accounting has helped her add qualified staff to her team, how she measures success in a global team, and how offshoring has benefited her clients. Klas Business + Accounting advises clients in time, wealth, life balance, tax minimisation, and business knowledge. The firm is based in Tenterfield, New South Wales.

    • 37 min

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