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Client Exclusive Offer

Offshore Best
Practice Workshop

Unlock seven keys to setting up and running a successful outsourced accounting team

offshore best practice workshop

Fast-track the successful setup of an outsourced accounting team

Developed from client feedback and our experience in helping 1000+ firms build offshore teams, we created the Offshore Best Practice Certification.

Uncover the foundational knowledge and tools required to maximise onboarding and work efficiently with an offshore team while adding certified value to your firm’s offering.

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What will the workshop cover?

The Offshore Best Practice Certification covers seven keys to offshoring success;

Recruitment

Planning

Teamwork

Communication

Training

People Management

System

Learning outcomes

Identify the dos and don’ts of hiring offshore team members

Understand how the process of offshoring tasks provides greater responsibility and growth for local team members

Identify and undertake the process of mapping out tasks to offshore

Describe the tools and methods used to create a global culture for your firm

Explain what a successful conversation framework is and why meeting rhythms and check-ins
are important

Identify the measurements of success for your global office

Understand what training is provided to team members, as well as your
local staff

Outline the key performance, employee and leave policies for your global team members

Explain where you would go for support regarding business process or team members

Identify any system requirements for your new team members

Australia (Virtual) - Split Sessions

Cohort Session 1 (3pm – 5pm CST) Session 2 (3pm – 5pm CST)
Cohort 1 February 10, 2025 February 17, 2025
Cohort 2 March 10, 2025 March 17, 2025
Cohort 3 April 14, 2025 April 21, 2025
Cohort 4 May 12, 2025 May 19, 2025
Cohort 5 June 16, 2025 June 23, 2025
Cohort 6 July 14, 2025 July 21, 2025
Cohort 7 August 11, 2025 August 18, 2025
Cohort 8 September 15, 2025 September 22, 2025
Cohort 9 October 13, 2025 October 20, 2025
Cohort 10 November 17, 2025 November 24, 2025

If you are unable to attend one of our virtual sessions, you may like to take this course online, self-paced.

Please speak to your Client Relationship Manager about this option.