How to Confidently Start Offshoring in Your Accounting Practice | Future Proof Accountants
Автор: Future Proof Accountants
Загружено: 2025-04-29
Просмотров: 2643
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Struggling with offshoring in your accounting practice? You're not alone. In this video, Neha from Future Proof Accountants addresses the common fears and obstacles that hold many practice owners back from embracing offshoring—such as fear of losing control, lack of systems, bad past experiences, and client perception. She offers practical steps to overcome these challenges, including starting with low-risk tasks, documenting processes, using reliable small offshoring businesses, and implementing regular check-ins and performance assessments. Whether you're just getting started or trying to fix a rocky beginning, this video provides a clear roadmap to help you confidently build an efficient offshore team. Plus, learn more about the 30-day offshoring program designed to support you step by step in creating a smart, scalable delivery system for your firm.
In this video, Neha breaks down the common barriers holding accountants back and share simple, actionable steps to help you start offshoring with minimal risk.
What You'll Learn:
Why Many Firms Are Still Hesitant to Offshore
📌 Fear of losing control – “If I can’t see them, I can’t trust them.”
This fear often stems from concerns about losing oversight and client trust.
📌 No systems in place – Without clear processes, offshoring can feel like flying blind.
📌 Perceived complexity – “Where do I even find a good VA or bookkeeper?”
📌 Bad past experiences – Maybe you’ve tried offshoring before and it didn’t go as planned.
📌 Client perception concerns – “What will my clients think if I use offshore staff?”
These concerns are completely understandable, but they’re not obstacles. They’re challenges that can be solved.
How to Start Offshoring Slowly (and Safely)
✅ Step 1: Choose a low-risk task
Start small with tasks like data entry, chasing statements, or managing recurring emails.
✅ Step 2: Document the process
Record yourself doing the task using Loom or create a simple checklist to follow.
✅ Step 3: Trial one person
Test the waters with a freelancer from Upwork, OnlineJobs.ph, or a VA agency like TOA or Beepo.
✅ Step 4: Set up regular check-ins
Start with weekly check-ins using tools like Asana to track tasks. Stay consistent but avoid micromanaging.
✅ Step 5: Evaluate after 4 weeks
Did you save time? Did you experience your first “win”? Great! Now you’re ready to scale up.
Offshoring isn’t about completely outsourcing your entire practice overnight. It’s about building a support system that can grow with your business.
If you’ve been hesitant about offshoring, this video is perfect for you! Start small, start smart, and build your success.
Join Our 30-Day Offshoring Program - Here is the link https://www.futureproofaccountants.co...
For just $99, gain daily access to helpful resources, including checklists, KPIs, position descriptions, and more — all designed to guide you through the offshoring process with ease. Check the link below for more details!
📺 All Pre-Recorded Webinars:
https://www.futureproofaccountants.co...
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