• JONATHAN & SHANNON BADGER: Global and local teams are pretty similar

    Published on:
    Husband-and-wife team Jonathan and Shannon Badger of Badger CPA talk with us about what led them to embark on their outsourcing journey, the quality of candidates they’ve encountered in partnering with TOA Global, and what an increase in capacity has meant for their business and for them personally. Badger CPA primarily focuses on small to ... Read more

    Read more of the post "JONATHAN & SHANNON BADGER: Global and local teams are pretty similar"

    Category:
  • BRAD DRUITT: Investing Time for Bigger Results

    Published on:
    In this episode of The Outsourced Accountant, Brad Druitt of McCarthy Salkeld discusses the value offshoring has brought to his company over the past three years. Brad has discovered that investing time into proper training and support for new team members is just as important offshore as it is onshore and he shares his advice ... Read more

    Read more of the post "BRAD DRUITT: Investing Time for Bigger Results"

    Category:
  • DENA OBERST: Positive outcomes and lessons on managing a remote team

    Published on:
    Dena Oberst of Gable Tax Group chats with us about what drove her to explore offshoring, how creating a library of recorded training sessions serves her remote team, and the benefits offshoring has provided her clients. Gable Tax Group specializes in sales tax and serves CFOs, controllers and tax directors who need to save time, ... Read more

    Read more of the post "DENA OBERST: Positive outcomes and lessons on managing a remote team"

    Category:
  • TERRY CHUNG: Service Excellence and Operational Efficiency

    Published on:
    In this episode of The Outsourced Accountant, Terry Chung talks about the decision to offshore within the first 6 months of opening Factor 1 Accountants & Advisers. In just five years they have grown to 29 staff members including 6 TOA team members. Terry talks with Nick about the benefits of working with team members ... Read more

    Read more of the post "TERRY CHUNG: Service Excellence and Operational Efficiency"

    Category:
  • JOHN LISTON: Creating Opportunities with Offshoring

    Published on:
    John Liston of Liston Newton Advisory shares with us his experience in outsourcing and onshoring over the years. Liston Newton Advisory focuses on working with small business owners and their needs in taxes, accounting, wealth planning, and lending. The company has several offices in Australia and John talks about their motivations in outsourcing to help ... Read more

    Read more of the post "JOHN LISTON: Creating Opportunities with Offshoring"

    Category:
  • HEATHER PORTER: Shifting Business Models to Provide Value

    Published on:
    Heather Porter, Marketing Director of Drill Down Solution shares how offshore employees help to increase profits and contribute to happier onshore employees. Drill Down Solution is an accounting and consulting firm in Utah that specializes in providing solutions for the dental industry. Heather discusses the company’s focus on providing value to their clients and how ... Read more

    Read more of the post "HEATHER PORTER: Shifting Business Models to Provide Value"

    Category:
  • RCR PARTNERS: Strategies and Efficiencies in Business

    Published on:
    Nick talks with Alessio Roscio, Mathew Ciccarello, and Richard Hrovatin of RCR Partners, an integrated business services and personal wealth advisory firm. They discuss their strategies of working with their team of 30 including 9 offshore team members and why starting with at least 2 offshore team members is a best practice.  TOA Global Podcast · RCR PARTNERS: ... Read more

    Read more of the post "RCR PARTNERS: Strategies and Efficiencies in Business"

    Category:
  • MICHAEL YOUSSEF: The Importance of Values in Business

    Published on:
    Michael Youssef of H Youssef Accounting talks about taking over the family business and onboarding offshore team members. H Youssef Accounting specializes in the construction trade sector and thrives on working with clients that share the same values. Michael discusses how his accounting firm has handled business, marketing, serving the community, and supporting employees during ... Read more

    Read more of the post "MICHAEL YOUSSEF: The Importance of Values in Business"

    Category:
  • JULIE ANNE ELLEM: Creating an Offshore Team for Quality Work

    Published on:
    Julie (aka Jewlz) Ellem began Catalyst Plus in 2011 to provide high-end accounting advice and value to help family-run businesses grow. In under two years of working with TOA she has onboarded 5 team members in the Philippines and is now enjoying her weekends again. Jewlz talks about figuring out what tasks to outsource, how ... Read more

    Read more of the post "JULIE ANNE ELLEM: Creating an Offshore Team for Quality Work"

    Category:
  • CHRIS EARHART: Productive and reliable global teams

    Published on:
    Chris Earhart and Evelyn Nguyen of Mike C. Manoloff, PC in Houston, Texas, discuss how communication with their offshore team is key, and having the right tools in place is essential in working together. Their full-service tax firm has been in business for over 20 years and works with clients throughout the US. They share ... Read more

    Read more of the post "CHRIS EARHART: Productive and reliable global teams"

    Category: