• DOMINIC ROLLERSON: Outsourcing motivations and expectations

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    Dominic Rollerson, Business Services Director at McKinley Plowman in Perth, discusses how his company utilizes an offshore team. McKinley Plowman offers services in accounting, taxation, wealth, pension transfer, finance, and business improvement and has an offshore team working in most of these areas as well. Dominic describes how offshoring is very similar to onshoring teams ... Read more

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  • JOHN GELES: Increasing The Capacity To Deliver With Offshoring

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    John Geles of Confidential Tax and Business Services talks with us about hiring offshore team members and how they are effectively integrated into the team. He describes how his company views offshore team members as integral to the business and how they have helped to increase the capacity of work delivered. TOA Global Podcast · ... Read more

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  • MATTHEW MAY : Taking the First Steps of Offshoring

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    Nick talks with Matthew May of Acuity on how offshoring plays a role in ensuring onshore employees and clients all have a great experience. Acuity covers multiple services – Controller, CFO, Bookkeeping, and Tax Compliance – and embraces working onsite with clients as well as working remotely. Matthew shares his thoughts on the similarities between ... Read more

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  • 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 ... Read more

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  • JANE POLLARD: Improve Firm Efficiencies By Creating Capacity

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    Jane Pollard didn’t know she needed capacity until she landed a $40,000-client and didn’t have enough people to do the work. Luckily, we were there to provide the solution: a remote global team.  In this episode, Jane and I talked about:  Why you need to get capacity as early as possible  When is the right time ... Read more

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  • NOEL TIUFINO: How To Deliver Consistent Quality Work And Achieve Firm Stability

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    The need to scale and the realisation that their resources is best utilised by getting professional offshoring help, My Accountants turned to The Outsourced Accountant. Through thorough planning, they were able to establish systems and processes—crucial factors in managing an efficient offshore team. Ultimately, because of consistent quality work, My Accountants gained firm stability.  TOA Global Podcast · NOEL TIUFINO: How ... Read more

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  • CAROLINE ATONIO: Getting Ahead Of The Game With Offshoring

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    Success stems from the desire to continuously provide value for your clients. Caroline Atonio of Ashfords Accountants shared with us how they got ahead of the game by embracing innovation and moving to the cloud. She also talks about the value of investing time in getting to know your offshore team members as well as ... Read more

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  • TONY LUMTIN: Get Started Early For A Successful Offshoring Journey

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    Selecting an offshore service provider requires careful research but it’s important to get started as early as you can. This week’s guest, Tony Lumtin of TJL Business Advisors & Accountants emphasizes the importance of starting early, and not taking 2 years like they did. He also discussed key offshoring strategies for improving people, processes, and ... Read more

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  • EDWARD CHAN: Finding Firm Success Starting with the End in Mind

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    After trying various offshoring models in the years they’ve been in business, Edward Chan of Chan & Naylor, discovered what works best for their firm. He has also learned what ultimately benefits his firm in terms of people strategy, efficiencies, and profit margins. As someone who values his people, Edward recognises the impact of investing ... Read more

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  • ANDREW MATTNER: Creating Capacity To Facilitate Growth

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    With a tagline of “Building a better business for a better life”, Andrew and Altitude Advisory need to have a laser-guided focus on meeting and even exceeding client expectations. But running a business advisory firm along with six other business segments which includes tax and accounting, financial planning, SMSF, and cloud integration with great potential ... Read more

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