DAVID ROSS: Achieving More Locally with Offshoring

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David Ross of Direction Accounting and Super Coach with over 25 years of accounting experience shares advice on making the transition to an offshoring model as quickly as possible. He lays out the process he has used to train offshore team members and describes how he keeps them engaged in the business. David also talks about how his offshore staff has allowed his local team to spend more time with clients. 


  • Benefits of a cloud-based system 
  • Training your offshore team 
  • Challenging team members 
  • Decreasing turnaround time on projects 
  • Growing your team and business 


On misperceptions about offshoring:

Taking local jobs. Without off-shoring, we wouldn’t have been able to put on our graduate team member—who is now turning into a well-rounded, skilled accountant, because the things that she’s doing—much more than she would have done under a traditional firm model.

On how offshoring benefits clients:

It’s probably turnaround time that’s definitely improved in our practice by having just the capacity and the focus that we’ve been able to get.

We’ve been able to get more done with a team that has on average, got a lower cost.

On the objection On the objection – What will my clients think?:

We have very open conversations with our clients about our offshoring activities and not one of them has been negative in regards to it.

Don’t go with the safe option. Do what’s in your head and in your gut.

Quick 5-in-5 

Cloud Software Used: Xero 

Favorite App: Business Sorter 

Must Read Each Week: Anything non-fiction preferably music-related 

Favorite Social Media: Facebook 

Favorite KPI: Number of sales meetings 

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