ON-DEMAND WEBINAR

The Systemised Firm: How to Automate, Delegate & Scale in the New Financial Year

Here’s What Smarter Workflows Look Like in the New Financial Year

In this free live webinar, Melissa Voss of FuseWorks and Mareta Akari of TOA Global draw on their real-world partnership to show you how to build a more efficient, future-ready firm.

From AI and automation to global talent and smarter workflows, they’ll walk you through what’s working for firms right now, and what’s worth prioritising as you head into the new financial year.

Key Takeaways

Melissa Voss

CA, Co-Founder & Director, FuseWorks (FuseSign, FuseDocs)

As a Chartered Accountant, Melissa Voss co-founded FuseWorks over a decade ago to address the frustrations accounting professionals face with clunky software systems.

Passionate about enhancing client experiences, Melissa works with firm and business leaders to leverage technology in improving client engagement and growing their client base.

Mareta Akari

Chief Customer Officer (CCO), TOA Global

Mareta Akari is TOA Global’s Chief Customer Officer (CCO), leading client-facing functions globally with a strong focus on customer outcomes, account management, and long-term partnerships.

Known for building high-performing customer teams and strengthening long-term client relationships, Mareta brings extensive experience in customer strategy, operational leadership, and large-scale business transformation across global industries.

Watch this on-demand webinar

NASBA CPE Credit Terms and Conditions

Offshoring 101: How It Works for Accounting Firms and Finance Teams

1. Learning Objectives

How offshoring works, and how it differs from outsourcing and freelancers
Which accounting and finance work to move first
What stays in-house: review, sign-off and relationships
What to look for in a provider: security, quality and total cost

2. Instructional Delivery Method

Group Internet Based

3. Recommended CPE Credit and Field of Study

Credits: 1.0 CPE
Field of Study: Business Management & Organization

4. Prerequisites

None

5. Program Level

Basic

6. Advanced Preparation

None

7. Program Description

This 60-minute webinar will help accounting firms understand how offshoring can support growth and efficiency. Attendees will learn how offshoring differs from outsourcing and freelancing, which accounting and finance tasks to transition first, what responsibilities to retain in-house, and how to evaluate providers based on security, quality, and total cost.

8. Course Registration and Attendance Requirements

Attendees must register online.
In order to be awarded full credit, participants must attend the entire program and engage in the required activities (e.g., respond to all 3 polls during the session).

9. Refund Policy / Cancellation Policy

This program is offered at no cost to attendees. As such, there are no fees and no refunds applicable. For questions or concerns, please contact our team at 1-888- 585-1740.

10. Complaint Resolution Policy

Complaints must be submitted in writing and will be handled in accordance with TOA Global’s internal policy. Contact the same number above for assistance.

11. Official NASBA Sponsor Statement

TOA Global Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.