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Client Exclusive Offer

Offshore Best
Practice Workshop

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

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 maximize onboarding and work efficiently with an offshore team while adding certified value to your firm’s offering.

TM an client scaled

What will the workshop cover?

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

Recruitment

Planning

Teamwork

Communication

People Management

Training

System

Learning outcomes

Identify the dos and dont's 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

If you are unable to attend one of our virtual sessions, please contact your Client Relationship Manager to reschedule.