Podcasts by 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!
Further podcasts by TOA Global
Podcast on the topic Wirtschaft
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RISHI RAM: How the TOA Global Accelerator Program helped build an offshore team from 2021-11-04T07:52:22
Rishi Ram, partner at Optima Accountants, talks to us about setting up his offshore team, how he went about the offshoring process, and hiring a candidate from the TOA Global Accelerator Program. O...
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SAEED MIRZAKHANI: The sky’s the limit when it comes to your offshore team from 2021-10-14T06:27:46
Saeed Mirzakhani, founding partner at CharterNet Advisers, chats with us about the motivation to start building an offshore team, hiring candidates from the TOA Global Accelerator Program, and havi...
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GARETH BRYANT: Debunking myths about outsourcing from 2021-09-08T23:33:08
Gareth Bryant, CEO of Interactive Accounting, talks to us about objections he’s heard about outsourcing, plans to keep building his offshore team’s capability and performance, and how offshoring is...
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Andrew Haynes: Outsourcing as an opportunity to create more jobs from 2021-05-20T23:21:15
Andrew Haynes, founder of Kindred Accounting, shares with us how he developed his offshore strategy, why his offshore team is the right fit for his business and the opportunities that outsourcing c...
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James Devenny: The right approach to make outsourcing successful from 2021-05-07T02:32:42
James Devenny, co-founder of Devenny Payne, chats with us about the firm’s experience when they first tried outsourcing, the lessons they learned, and how these put things into better perspective a...
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Aly Garrett and Lee Duffield: Outsourcing as a catalyst for holistic business growth from 2021-04-12T03:58:25
Aly Garrett and Lee Duffield of All In Advisory walk us through their experience hiring an offshore team, what they put in place to make sure both offshore and local team members would benefit from...
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CHARLOTTE BUNGARD: Building a successful global team from 2021-03-24T02:55:40
Charlotte Bungard, general manager of Interactive Accounting, chats with us about steps her firm has taken to ensure outsourcing was going to be successful, interview screening questions, and appoi...
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SAM ROTBERG: Best practices for managing local and offshore teams from 2021-03-19T05:05:40
Sam Rotberg, director at Alexander Spencer, talks to us about the importance of building a strong team culture between the local and offshore team members, creating a work system that works for bot...
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JENNIE MOORE: Overcoming unconscious bias about outsourcing from 2021-03-09T09:22:15
Jennie Moore, founder of Moore Details Inc., talks to us about getting past an unconscious bias surrounding outsourcing, expanding her practice’s capacity by hiring global team members, and her exp...
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KRISTEN LOVETT | Offshore accounting: the challenge of finding and attracting qualified staff from 2020-12-02T22:56:43
Kristen Lovett, founder and director of Klas Business + Accounting, chats with us about how outsourced accounting has helped her add qualified staff to her team, how she measures success in a globa...
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JONATHAN & SHANNON BADGER: a remote team is really no different than an onshore team from 2020-11-24T13:38:01
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 ...
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DENA OBERST | Offshore accounting: positive outcomes and lessons on managing a remote team from 2020-10-27T08:25:01
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...
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TERRY CHUNG: Service Excellence and Operational Efficiency from 2020-10-22T08:04:51
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 me...
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BRAD DRUITT: Investing Time for Bigger Results from 2020-10-08T02:10:57
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...
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JOHN LISTON: Creating Opportunities With Offshoring from 2020-09-10T08:13:45
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...
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HEATHER PORTER: Shifting Business Models to Provide Value from 2020-08-28T06:13:05
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 an...
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RCR PARTNERS: Strategies and Efficiencies in Business from 2020-08-27T04:51:55
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 ...
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MICHAEL YOUSSEF: The Importance of Values in Business from 2020-08-14T06:47:26
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 thriv...
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JULIE ANNE ELLEM: Creating an Offshore Team for Quality Work from 2020-07-24T03:40:08
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 te...
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CHRIS EARHART AND EVELYN NGUYEN: Efficiency, Productivity, and Reliability with Offshore Teams from 2020-06-19T04:47:29
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 tog...
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DOMINIC ROLLERSON: Motivations And Expectations With Offshoring from 2020-06-09T03:50:20
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, pe...
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JOHN GELES: Increasing The Capacity To Deliver With Offshoring from 2020-05-28T01:12:27
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 offsh...
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MATTHEW MAY : Taking the First Steps of Offshoring from 2020-05-22T02:17:09
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, Bookke...
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DAVID ROSS - Achieving More Locally with Offshoring from 2020-05-14T03:28:48
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 ...
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JANE POLLARD: Get Capacity Before You Need It: Lessons In Offshoring from 2018-11-15T01:00:08
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.
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NOEL TIUFINO: How To Deliver Quality Work And Achieve Firm Stability from 2018-08-21T23:43:43
Noel Tiufino, Managing Director at My Accounts, recently sat down with us to share their amazing offshoring journey and how they were able to achieve firm stability thanks to their global team that...
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PAMELA TAYLOR: Propel Growth By Focusing on High-Level, Value-Priced Consulting Work from 2018-08-15T01:00:04
The decision to try offshoring has helped Armada Bookkeeping provide high-value consulting work. Thanks to an encounter with Nick, the firm now enjoys a team of rock star team composed of bookkeepe...
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CAROLINE ATONIO: Getting Ahead Of The Game With Offshoring from 2018-08-08T01:00:04
To get ahead of the game, firms need to be innovative and ready to roll with the changes. In this episode, Caroline Atonio from Ashfords Accountants discussed how they made sure to move to the clou...
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TONY LUMTIN: Get Started Early For A Successful Offshoring Journey from 2018-08-01T01:00:04
In this episode, Tony Lumtin of TJL Business Advisors & Accountants shared with us how their offshoring journey started as well as his realizations on more effective ways on how YOU can reap the re...
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EDWARD CHAN: Finding Firm Success Starting With The End In Mind from 2018-07-25T01:00:04
In this episode, listen as Chan & Naylor’s Edward Chan shares how their firm previously worked with different types of offshoring and which one eventually helped them create efficiencies and get th...
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ANDREW MATTNER: Creating Capacity To Facilitate Growth from 2018-07-18T01:00:04
Listen in to how Andrew Mattner, partner and CFO of Altitude Advisory, leveraged offshoring to create the capacity needed by his local business advisors to focus on providing clients with a higher ...
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CHRIS GREEN: Delivering Higher Quality Services Faster Through Offshoring from 2018-07-11T01:00:04
With businesses focused on the highly competitive hospitality and food service industries as niche markets, discover how Chris Green built a high-performing offshore team that has helped them deliv...
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BRAD COWLEY: Empowering Offshore Teams For Better Quality Solutions from 2018-07-04T01:00:04
For 4 years now, Brad Cowley of IGnite Accounting & Financial Services has been continuously delivering high levels of service to clients thanks to his highly efficient and driven teams both onshor...
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LUKE GHEEN: Deal With Your Firm’s Growing Pains With These Offshoring Tips from 2018-06-20T00:00
Keeping clients happy depends on your capability to meet deliverables, which depends largely on having the right people. But what if your firm is experiencing problems finding accountants with the ...
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SCOTT COSTAIN: Achieving Scalability Through Offshoring from 2018-06-13T00:00
Tune in to how Scott Costain, Director of Thomas Hopper & Partners out of Sydney, achieved his goal of scalability and growth by building his own offshore team.
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DES WHYTE: Leveraging Disruption To Achieve Results from 2018-06-06T00:00
Listen to how Whytes Chartered Accountants use innovative technology to train their offshore team to gain 10 times the expertise in one-tenth of the time with one-tenth of the experience to deliver...
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TROY TOWNLEY: Overcoming Hurdles In Capacity from 2018-05-30T00:00
Having capacity built in your business is crucial to growth. In this episode, Troy Townley of HTA Advisory discussed how his firm was able to create capacity and build an offshore team of highly sk...
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DAVID BROWNE: Realising True Work - Life Balance from 2018-05-16T00:00
Trust your offshore team and the systems and processes you have put into place to gain the results you want for your business that will come through into your life. Discover how David Browne, Direc...
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RYAN ADDINSALL: Betting On Offshoring And Winning Big from 2018-05-09T00:00
There are some proven successful methods to building great relationships with your global team and your clients that can pave the way for greater business outcome -- Ryan Addinsall, Director of LPR...
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TONY MADDEN: Why Investing In Human Capital Yields Amazing ROI from 2018-05-02T00:00
Investment in human capital couldn’t be emphasised more in this episode with Tony Madden from M-Advisory Group. It is what helped Tony’s team of 50 be successful in offshoring since 2014. Listen an...
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JUSTIN FLAVEL: Recover Your Margins By Gaining Capacity from 2018-04-25T00:00
In this episode, Justin Flavel, Managing Director of Omnis Group, shared with us their colourful offshoring journey that started in Vietnam and ended in the Philippines and how building capacity he...
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KIMBERLEY MIDDLEMIS: Longevity Starts With Inclusivity from 2018-04-18T00:00
Kimberley presented the best way to engage with team members: including the staff when making plans. They consider their global team an essential part of their growth so they put in place inclusive...
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LES SEARLE: Improving Client Service, Doubling Profits from 2018-04-04T00:00
Accounting firms looking to significantly reduce errors for better quality output and doubled profits will need to do one thing. Unlock the secret by listening to this episode with guest, Les Searle.
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CHRIS REED: You Too Can Have The Dream Lifestyle! from 2018-03-27T00:00
With the right tools and strategy, it’s possible to have the dream lifestyle—run a successful offshore team while living in paradise. Listen as Chris Reed shares his amazing and inspiring story.
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ANNIE CONZA: It’s The Early Birds That Double Their Profits from 2018-03-16T00:00
Staying ahead of the game will require you to take action quicker than everybody else. Listen as Annie shares the story of her firm’s growth by becoming an early adopter of outsourcing and ensuring...
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NEIL GERRARD: Are You Running A Progressive Accounting Firm? from 2018-03-16T00:00
Systems and processes play vital roles in driving success to global offshoring teams. Listen in as Neil Gerrard talks about his unique progressive approach to running a successful accounting firm ...
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MARK SAID: Secrets To Staying Ahead Of The Game from 2018-03-16T00:00
Investing in technology to help build capacity is key to staying ahead of the game. Listen as MKS Group CEO Mark Said shares expert insights on leading his global team forward by skillful adaptation.
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JAMIE JOHNS: How To Be The CEO Of Your Firm from 2018-03-16T00:00
Widely acclaimed in the industry, Jamie Johns shares his wisdom on how to get off the tools. Focus on one key thing - be the CEO and grow a highly successful accounting firm.
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