Offshoring Education Session
Learn everything you need to know about offshoring in an objective, non-sales environment.
An in-person session designed for CPA firm leaders who want to make an informed decision about offshoring. We cover the different models, compare destinations, and walk through what’s actually working at firms of different sizes. We get into the real economics - costs, savings, ROI timelines - along with compliance, data security, and the real challenges firms face with offshoring. The session ends with an open Q&A where your leadership team can ask anything.
Members of select CPA societies and alliances may be eligible for a complimentary session. Get in touch to check eligibility.
%20(1).png)
What we cover
A comprehensive look at offshoring - from the fundamentals to the nuances that determine whether your firm succeeds or fails.
- Offshoring trends across the profession
- Prevalent offshoring models - outsourcing vs. direct ownership
- Popular destinations: India, Philippines, Argentina
- Proven playbooks that firms of different sizes are using to make offshoring work
- Offshoring isn’t all rainbows and sunshine - what firms need to know before getting started
- 7216 compliance
- Technology considerations
- Data security
- Cost and ROI model
- Case study of a similar sized firm
- Next steps based on where your firm is today
- Open Q&A with your leadership team
More ways we can help
Ready to go beyond learning? Explore our other offerings.
Direct Ownership
Offshoring Hotline
Not a CPA Firm?
Industry Insights
Make an informed decision.
Schedule an education session - an objective, in-depth look at what offshoring takes, what it costs, and whether it’s right for your firm.