TOA Global Podcast

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. Optima Accountants is an independent accounting firm offering professional accounting services to individuals and business owners. The practice is based in Spring Hill, Queensland. Topics: ● Advice on training a new team member ● Tips on managing an offshore team ● Measuring the offshore team's success ● Having a people strategy

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 having a people strategy. CharterNet Advisers provides business and tax advisory services to emerging and fast-growth businesses. The practice is based in Sydney, New South Wales.

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 benefitting his clients. Interactive Accounting prides itself on being an advisory-first accounting firm, with a focus on early stage and high-growth businesses. The practice is based in Sydney, New South Wales.

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 can bring not just to business owners but also to team members. Kindred Accounting help business owners handle cash flow so they can make a tidy profit and enjoy more freedom. The practice is based in Newcastle, New South Wales, Australia.

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 and helped them build a better offshore team the second time around. Devenny Payne focuses on helping clients run their business more intelligently through a holistic approach to achieve growth. The practice is based in Victoria, Australia.

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 their decision to outsource, and how it has resulted in business growth. All In Advisory offers innovation and business advisory expertise, making it a recognized leader in the tourism industry and cloud revolution space. The practice is based in Kent Town, Australia.

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 appointing a local leader for the global team. Interactive Accounting helps its clients build more scalable businesses using cloud-based technology for their given industry. The firm has offices in Sydney and Melbourne, Australia.

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 both, and what he has learned about outsourcing from TOA Global. Alexander Spencer offers a full range of business services to assist organizations with their accounting, taxation, and financial needs. The practice is based in Camberwell, Victoria, Australia.

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 experience with TOA Global’s recruiting process. Moore Details Inc. helps organizations adapt their accounting systems to the cloud via boot camp-style coaching. The practice is based in Ontario, Canada.

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 global team, and how offshoring has benefited her clients. Klas Business + Accounting advises clients in time, wealth, life balance, tax minimisation, and business knowledge. The firm is based in Tenterfield, New South Wales.

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 with TOA Global, and what an increase in capacity has meant for their business and for them personally. Badger CPA primarily focuses on small to mid-size businesses, and controller and CFO services, with tax planning and compliance layered onto those services. The firm is based in San Antonio, Texas.

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 provided her clients. Gable Tax Group specializes in sales tax and serves CFOs, controllers and tax directors who need to save time, money and resources while ensuring their sales and use taxes are filed correctly and on time. Based in Pasadena, California, the firm has locations in four cities.

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 members. Terry talks with Nick about the benefits of working with team members in the Philippines and how it contributes to their two key pillars of focus: service excellence and operational efficiency.

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 time into proper training and support for new team members is just as important offshore as it is onshore and he shares his advice on creating a winning team.

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 in taxes, accounting, wealth planning, and lending. The company has several offices in Australia and John talks about their motivations in outsourcing to help grow the company.

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 firm in Utah that specializes in providing solutions for the dental industry. Heather discusses the company’s focus on providing value to their clients and how having an offshore team assists with this mission.

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 including 9 offshore team members and why starting with at least 2 offshore team members is a best practice.

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 working with clients that share the same values. Michael discusses how his accounting firm has handled business, marketing, serving the community, and supporting employees during the COVID-19 pandemic.

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 team members in the Philippines and is now enjoying her weekends again. Jewlz talks about figuring out what tasks to outsource, how it has benefited her and her clients, and communicating with her offshore team.

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 together. Their full-service tax firm has been in business for over 20 years and works with clients throughout the US. They share their thoughts on working with their TOA team members and how they contribute to the growth of the business and the work-life balance of their local employees.

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 despite common myths.

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.

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 offshore and onshore team members.

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.

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.

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 continuously deliver consistent quality work

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 bookkeepers and client services assistant.

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 cloud, which opened opportunities for offshoring.

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 rewards as quickly as possible.

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 the most out of their offshore team.

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 degree of service excellence.

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 deliver higher quality services faster than their competitors.

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 onshore and offshore.

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 right experience, skills and drive?

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.

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 results.

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 skilled accountants.

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, Director of Integrity Finance Australia, did exactly this.

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 Advisory, shares his own success stories.

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 and learn.

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 helped their firm become profitable.

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 measures which help strengthen relationship.

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.

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.

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 her staff is well-taken care of.

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 in our latest episode.

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.

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.