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TOA Global Podcast

TOA Global

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!

  • 14 minutes 54 seconds
    RISHI RAM: How the TOA Global Accelerator Program helped build an offshore team
    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
    4 November 2021, 7:52 am
  • 31 minutes 31 seconds
    SAEED MIRZAKHANI: The sky’s the limit when it comes to your offshore team
    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.
    14 October 2021, 6:27 am
  • 40 minutes 18 seconds
    GARETH BRYANT: Debunking myths about outsourcing
    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.
    8 September 2021, 11:33 pm
  • 33 minutes 46 seconds
    Andrew Haynes: Outsourcing as an opportunity to create more jobs
    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.
    20 May 2021, 11:21 pm
  • 45 minutes 2 seconds
    James Devenny: The right approach to make outsourcing successful
    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.
    7 May 2021, 2:32 am
  • 42 minutes 28 seconds
    Aly Garrett and Lee Duffield: Outsourcing as a catalyst for holistic business growth
    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.
    12 April 2021, 3:58 am
  • 40 minutes 48 seconds
    CHARLOTTE BUNGARD: Building a successful global team
    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.
    24 March 2021, 2:55 am
  • 38 minutes 24 seconds
    SAM ROTBERG: Best practices for managing local and offshore teams
    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.
    19 March 2021, 5:05 am
  • 43 minutes 28 seconds
    JENNIE MOORE: Overcoming unconscious bias about outsourcing
    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.
    9 March 2021, 9:22 am
  • 37 minutes 24 seconds
    KRISTEN LOVETT | Offshore accounting: the challenge of finding and attracting qualified staff
    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.
    2 December 2020, 10:56 pm
  • 40 minutes 34 seconds
    JONATHAN & SHANNON BADGER: a remote team is really no different than an onshore team
    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.
    24 November 2020, 1:38 pm
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