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Podcast episodes

Check latest episodes from TOA Global Podcast podcast

RISHI RAM: How the TOA Global Accelerator Program helped build an offshore team

2021/11/04

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: The sky’s the limit when it comes to your offshore team

2021/10/14

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: Debunking myths about outsourcing

2021/09/08

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 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: Outsourcing as an opportunity to create more jobs

2021/05/20

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: The right approach to make outsourcing successful

2021/05/07

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: Outsourcing as a catalyst for holistic business growth

2021/04/12

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: Building a successful global team

2021/03/24

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: Best practices for managing local and offshore teams

2021/03/19

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: Overcoming unconscious bias about outsourcing

2021/03/09

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 | Offshore accounting: the challenge of finding and attracting qualified staff

2020/12/02

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.

JONATHAN & SHANNON BADGER: a remote team is really no different than an onshore team

2020/11/24

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 | Offshore accounting: positive outcomes and lessons on managing a remote team

2020/10/27

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.