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Mastering Outsourcing for CPAs and Accountants
Introduction to Outsourcing
The Importance of Outsourcing in Modern CPA Firms (4:04)
Outsourcing Models and Destinations (5:43)
Assessing Outsourcing Models
FTE/PTE Model - Outline, Benefits & Risks (10:02)
Ad-Hoc/Project Based - Outline, Benefits & Risks (4:28)
Managed Approach - Outline, Benefits & Risks (6:02)
Build Operate Transfer (BOT) - Outline, Benefits & Risks (4:55)
Employer of Record (EOR) - Outline, Benefits & Risks (5:24)
Global Outsourcing Destinations
India - Outline, Benefits, Risks (6:00)
Philippines - Outline, Benefits, Risks, Culture (6:24)
South Africa - Outline, Benefits, Risks, Culture (5:25)
Domestic USA - Outline, Benefits, Risks, Culture (5:55)
Vetting and Due Diligence
The Importance of Vetting and Due Diligence (7:46)
Key Questions and Vetting Process (2:25)
Legal and Insurance Related Considerations (5:04)
Integrations Strategies
Tips for Smooth Integration (3:47)
Strategies for Integrating Outsourced Resources (8:33)
Communication Strategies (5:30)
Training & Onboarding (5:11)
Cultural Integration (10:31)
KPIs & Reports
Key Performance Indicators (8:43)
Creating Effective Reports (13:05)
Outsourcing Best Practices
Preparation Stage (6:04)
Execution Stage (3:26)
Optimization Stage (4:43)
Common Challenges & Solutions (3:58)
Conclusion & Next Steps
Key Take-Aways (11:10)
Next Steps to Take (11:37)
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Tips for Smooth Integration
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