TOA Global Podcast
Thinking of offshoring, outsourcing or need an edge to grow your accounting firm? Get to know the leaders who are getting great success both onshore and with their offshore teams. This is the go-to podcast for accountants looking to add a highly successful offshore team. In-depth experience, real-life examples, and the best tips they can pass on to you. From planning growth, setting up an offshore team, onboarding, managing an offshore team to success metrics – all so you can spend more time with clients, be the real trusted advisor and can grow your firm!
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DENA OBERST: Positive outcomes and lessons on managing a remote team
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…Date
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TERRY CHUNG: Service Excellence and Operational Efficiency
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…Date
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JOHN LISTON: Creating Opportunities with Offshoring
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…Date
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HEATHER PORTER: Shifting Business Models to Provide Value
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…Date
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RCR PARTNERS: Strategies and Efficiencies in Business
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…Date
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MICHAEL YOUSSEF: The Importance of Values in Business
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…Date
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JULIE ANNE ELLEM: Creating an Offshore Team for Quality Work
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…Date
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CHRIS EARHART: Productive and reliable global teams
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…Date
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DOMINIC ROLLERSON: Outsourcing motivations and expectations
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…Date
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JOHN GELES: Increasing The Capacity To Deliver With Offshoring
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…Date
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MATTHEW MAY : Taking the First Steps of Offshoring
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,…Date
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DAVID ROSS: Achieving More Locally with Offshoring
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…Date
