3 Simple Tools to Make Offshoring Smoother and More Effective

Offshoring can help accounting firms grow faster and reduce costs. But if not done well, it can also lead to frustration, mistakes, and wasted time. The good news is that a few simple tools can make a big difference. Here are three that we recommend to every firm building an offshore team.

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1. Accountests: Test Skills Before You Hire

Accountests is a platform that lets you test your candidates before you hire them. If you are hiring a bookkeeper or tax preparer, you can have them take a remote skills test in just 30 minutes. It is affordable and easy to use.

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These tests give you a clear picture of what the person knows. You will know their strengths and where they need training. This helps avoid hiring someone who overstates their skills. It also gives you time to train them before busy season starts.

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Hiring without testing is risky. With Accountests, you can hire with confidence.

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2. Krisp.ai: Keep Clear Meeting Records

One of the common problems with offshore teams is forgetting what was said in meetings. This leads to missed tasks and confusion. An AI note taker like Krisp.ai can fix that.

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Krisp.ai records your meetings, creates transcripts, and lists action items. That means after every call, your offshore team has a written summary of what to do. If they forget something or need to check what you said, they can go back to the transcript or recording.

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This also helps them move faster. They can solve problems and take action while you sleep, instead of waiting for your next call.

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3. Loom: Train Through Simple Video Walkthroughs

Training offshore teams through email can be hard. Long instructions are confusing. Loom makes it simple.

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Loom lets you record your screen and voice as you show how to do a task. For example, if you want someone to fill out a timesheet a certain way, just record yourself doing it and explain each step. The tool saves the video, adds a transcript, and lets your team watch it anytime.

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This makes training clear, repeatable, and easy to scale. You can build a library of videos that new hires can use, without needing to explain the same thing again and again.

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Conclusion

These tools are affordable, easy to use, and work with any offshoring model. They help you hire better, communicate clearly, and train more effectively.

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