erp.entigrity.com
Open in
urlscan Pro
13.126.134.147
Public Scan
Submitted URL: https://bit.ly/Entigrity
Effective URL: https://erp.entigrity.com/hiring-pricing/index.php?utm_source=EC&utm_medium=Email&utm_campaign=ECpricing
Submission: On February 03 via api from CH — Scanned from DE
Effective URL: https://erp.entigrity.com/hiring-pricing/index.php?utm_source=EC&utm_medium=Email&utm_campaign=ECpricing
Submission: On February 03 via api from CH — Scanned from DE
Form analysis 5 forms found in the DOM
Name: signup_form — POST action_page.php
<form action="action_page.php" method="post" id="signup_form" name="signup_form" novalidate="novalidate">
<center></center>
<div class="modal-body SignUp_Con">
<h4>Firm Details</h4>
<input type="hidden" name="company_id" id="company_id" value="">
<input type="hidden" name="contact_id" id="contact_id" value="">
<div class="row">
<div class="col-md-4">
<div class="mb-3">
<label for="business_email">Business Email <span>*</span></label>
<input type="email" class="form-control" placeholder="Email" id="business_email" name="business_email" onchange="ValidateEmail(document.signup_form.business_email)">
<span id="business_email_err" class="req text-danger"></span>
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="company">Firm Name <span>*</span></label>
<input type="text" class="form-control" placeholder="Company Name" id="company" name="company">
</div>
</div>
<div class="col-md-3">
<div class="mb-3">
<label for="direct_phone">Office Number <span>*</span></label>
<input type="text" class="form-control" placeholder="000-000-0000" id="direct_phone" name="direct_phone" im-insert="true">
</div>
</div>
<div class="col-md-1">
<div class="mb-3">
<label for="extension">Ext.</label>
<input type="text" class="form-control" placeholder="0000" id="extension" name="extension" im-insert="true">
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="firstname">Client Name <span>*</span></label>
<input type="text" class="form-control" placeholder="Name" id="firstname" name="firstname">
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="designation_id">Designation</label>
<select name="designation_id" id="designation_id" class="form-select" placeholder="Designation">
<option value="">Select Designation</option>
<option value="2">Chairman</option>
<option value="3">Owner</option>
<option value="4">President</option>
<option value="5">Vice President</option>
<option value="6">Managing Director</option>
<option value="7">Managing Partner</option>
<option value="8">Partner</option>
<option value="9">Shareholder</option>
<option value="10">Managing Shareholder</option>
<option value="11">Principal</option>
<option value="12">Tax Staff</option>
<option value="13">Tax Preparer</option>
<option value="14">Tax Reviewer</option>
<option value="15">Tax Manager</option>
<option value="16">Bookkeeper</option>
<option value="17">Staff Accountant</option>
<option value="18">Account Manager</option>
<option value="19">Receptionist</option>
<option value="20">Other Staff</option>
<option value="21">Other Stff</option>
<option value="22">Client Success Manager</option>
<option value="23">Ceo</option>
<option value="24">Client Success Manager</option>
<option value="25">Manager</option>
<option value="26">Managing Member</option>
<option value="27">Founder</option>
<option value="28">Chief Operation Officer</option>
<option value="29">Chief Operating Officer</option>
<option value="30">Administrator</option>
<option value="31">Managing Principal</option>
<option value="32">Director</option>
<option value="33">Staff</option>
<option value="34">Cfo</option>
<option value="35">President;Ceo</option>
<option value="36">Hr</option>
<option value="37">Ceo</option>
<option value="38">Ceo Principal</option>
<option value="39">Principal Ce</option>
<option value="40">Principal Ceo</option>
<option value="41">Member</option>
<option value="42">Partner;Cfo</option>
<option value="43">Vp Finance</option>
<option value="44">Ceo;Founder</option>
<option value="45">Owner</option>
<option value="46">Controller</option>
<option value="47">Founding Member</option>
<option value="48">Owner;President</option>
<option value="49">Hr Manager</option>
<option value="50">Accounts Payable</option>
<option value="51">Managing Director;Founder</option>
<option value="52">Co-Founder</option>
<option value="53">Cpa</option>
<option value="54">Founding Partner</option>
<option value="55">Senior Manager</option>
<option value="56">Financial Advisor</option>
<option value="57">Chief Marketing Officer</option>
<option value="58">Consultant</option>
<option value="59">Chief Information Officer</option>
<option value="60">Associates</option>
<option value="61">Senior Advisor/ Advisor</option>
<option value="62">Chief Technology Officer</option>
<option value="63">Founding Principal</option>
<option value="64">Clo</option>
<option value="65">Tax Attorney</option>
<option value="66">Writer</option>
<option value="67">Operation Manager</option>
<option value="68">Audit Manager</option>
<option value="69">Project Manager</option>
<option value="70">Sr. Manager Audit</option>
<option value="71">Manager Audit</option>
<option value="72">Accounting Supervisor Outsource</option>
<option value="73">Senior Accountant Outsource</option>
<option value="74">Legal Secretary</option>
<option value="75">Attorney At Law</option>
<option value="76">Senior Accountant</option>
<option value="77">Assistant Maan</option>
<option value="78">Assistant Maanager</option>
<option value="79">Accounts Receivable</option>
<option value="80">Alre</option>
<option value="81">Admin Staff</option>
<option value="82">It Staff</option>
<option value="83">Andrew Argue</option>
<option value="84">Co-Owner</option>
<option value="85">General Manager</option>
<option value="86">Tax Part</option>
<option value="87">Tax Partner</option>
<option value="88">V.P. Operations</option>
<option value="89">Timesheet Manager</option>
<option value="90">Marketing Director</option>
<option value="91">Finance Manager</option>
<option value="92">Firm Administrator</option>
<option value="93">Founding Shareholder</option>
<option value="94">Co-Ceo</option>
<option value="95">Vice Chairman</option>
<option value="96">Co-Managing Partner</option>
<option value="97">Assurance Manager</option>
<option value="98">Of Counsel</option>
<option value="99">Special Projects Manager</option>
<option value="100">Administrative Assistant Of Assurance</option>
<option value="101">Executive Director</option>
<option value="102">Founding Director</option>
<option value="103">Pla</option>
<option value="104">Office Manager</option>
<option value="105">Front</option>
<option value="106">Front Desk</option>
<option value="107">Cio</option>
<option value="108">Executive Assistant</option>
<option value="109">Ea</option>
<option value="110">Foundr</option>
</select>
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="phonenumber">Cell Number</label>
<input type="text" class="form-control" placeholder="000-000-0000" id="phonenumber" name="phonenumber" im-insert="true">
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="tentative_start_date">Tentative Start Date <span>*</span></label>
<input type="text" class="form-control date-picker" id="tentative_start_date" name="tentative_start_date" aria-describedby="tentative_start_date" readonly="readonly" style="cursor:pointer; background-color: #FFFFFF"
placeholder="Tentative Start Date">
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="address_1">Address 1 <span>*</span></label>
<input type="text" class="form-control" placeholder="Address 1" id="address_1" name="address_1">
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="address_2">Address 2 </label>
<input type="text" class="form-control" placeholder="Address 2" id="address_2" name="address_2">
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="country_id">Country <span>*</span></label>
<select class="form-select" aria-label="Default select example" id="country_id" name="country_id" onchange="return changeCountry(this.value);">
<option value="1">Canada</option>
<option value="2" selected="selected">United States</option>
<option value="3">United Kingdom</option>
</select>
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="state_id">State<span>*</span></label>
<span id="spn_state_id">
<select class="form-select" aria-label="Default select example" id="state_id" name="state_id" onchange="return changeState(this.value);">
<option value="3">Puerto Rico</option>
<option value="4">Guam</option>
<option value="18">United States Virgin Islands</option>
<option value="19">Northern Mariana Islands</option>
<option value="20">Alabama</option>
<option value="21">Arkansas</option>
<option value="22">Illinois</option>
<option value="23">Iowa</option>
<option value="24">Kansas</option>
<option value="25">Kentucky</option>
<option value="26">Louisiana</option>
<option value="27">Minnesota</option>
<option value="28">Mississippi</option>
<option value="29">Missouri</option>
<option value="30">Nebraska</option>
<option value="31">North Dakota</option>
<option value="32">Oklahoma</option>
<option value="33">Tennessee</option>
<option value="34">Texas</option>
<option value="35">Wisconsin</option>
<option value="36">Connecticut</option>
<option value="37">Delaware</option>
<option value="38">District of Columbia</option>
<option value="39">Florida</option>
<option value="40">Georgia</option>
<option value="41">Indiana</option>
<option value="42">Maine</option>
<option value="43">Maryland</option>
<option value="44">Massachusetts</option>
<option value="45">Michigan</option>
<option value="46">New Hampshire</option>
<option value="47">New Jersey</option>
<option value="48">New York</option>
<option value="49">Ohio</option>
<option value="50">Pennsylvania</option>
<option value="51">Rhode Island</option>
<option value="52">South Carolina</option>
<option value="53">West Virginia</option>
<option value="54">Virginia</option>
<option value="55">Alaska</option>
<option value="56">Hawaii</option>
<option value="57">Arizona</option>
<option value="58">Colorado</option>
<option value="59">Idaho</option>
<option value="60">Montana</option>
<option value="61">New Mexico</option>
<option value="62">South Dakota</option>
<option value="63">Utah</option>
<option value="64">Wyoming</option>
<option value="65">California</option>
<option value="66">Nevada</option>
<option value="67">Oregon</option>
<option value="68">Washington</option>
<option value="69">American Samoa</option>
<option value="76">North Carolina</option>
<option value="114">VERMONT</option>
</select>
</span>
</div>
</div>
<div class="col-md-4">
<div class="mb-3">
<label for="city">City <span>*</span></label>
<input type="text" class="form-control" placeholder="City" id="city" name="city" value="">
</div>
</div>
<div class="col-md-4" id="zip_div">
<div class="mb-3">
<label>Zip <span>*</span></label>
<input type="text" class="form-control" placeholder="000000" name="zip" id="zip" value="">
</div>
</div>
<h4>Hiring Model</h4>
<div class="hiring_modal">
<ul>
<li>
<div class="form-check">
<input class="form-check-input" type="checkbox" value="1" name="regular_staffing" id="regular_staffing" onclick="return display_regular_staffing();">
<label class="form-check-label" for="regular_staffing"> Regular Staffing </label>
</div>
</li>
<span id="checkbox_hide_show">
<li>
<div class="form-check">
<input class="form-check-input" type="checkbox" value="1" name="temporary_tax_staffing" id="temporary_tax_staffing" onclick="return display_temporary_tax_staffing();">
<label class="form-check-label" for="temporary_tax_staffing"> Temporary Tax Staffing </label>
</div>
</li>
<!-- <li>
<div class="form-check">
<input class="form-check-input" type="checkbox" value="1" id="outsource_tax_preparation" name="outsource_tax_preparation" onclick="return display_outsource_tax_staffing();">
<label class="form-check-label" for="outsource_tax_preparation">
Outsource Tax Preparation
</label>
</div>
</li> -->
</span>
</ul>
</div>
<input type="hidden" name="hiring_modal_value" id="hiring_modal_value" value="">
<div class="Sign_Table">
<!-- <span id="regular_staff"> -->
<table class="table table-hover checked-class" id="table_regular_staffing">
<thead>
<tr class="align-middle">
<th scope="col">Regular Staffing</th>
<th scope="col">Profile</th>
<th scope="col" style="width: 100px;">Level</th>
<th scope="col" style="width: 150px;">Tentative Pricing</th>
<th scope="col" style="width: 130px;">No. of People</th>
<th class="bn" scope="col">Hours/Week</th>
<th scope="col"></th>
</tr>
</thead>
<tbody>
<tr class="align-middle">
<td>
<input type="hidden" name="counter" id="counter" value="1">
<span id="spn_regular_staff_name">
<select onchange="change_regular_staffing(this.value,1);" class="form-select select_tags" aria-label="Default select example" id="regular_staffing_category_id_1" name="regular_staffing_category_id[]">
<option value="1">Accounting & Advisory</option>
<option value="2">Tax & Compliance</option>
<option value="3">Audit & Assurance</option>
<option value="4">Client Support/Business Development</option>
<option value="20">Others</option>
</select>
</span>
</td>
<td class="Profile_Drop">
<select onchange="change_regular_profile(this.value,1);" class="form-select" aria-label="Default select example" id="profile_name_1" name="rg_profile_name[]">
<!--<option value=""></option>-->
<option value="1">Associate - Bookkeeping (Bookkeeper)</option>
<!--<option value=""></option>-->
<option value="2">Associate - Payroll</option>
<!--<option value=""></option>-->
<option value="3">Associate - AR/AP</option>
<!--<option value=""></option>-->
<option value="9">Associate - Billing</option>
<!--<option value=""></option>-->
<option value="10">Associate - Accounting (Accountant)</option>
<!--<option value=""></option>-->
<option value="11">Sr. Associate - Accounting (Sr. Accountant)</option>
<!--<option value=""></option>-->
<option value="12">Associate - Data & Financial Analytics</option>
<!--<option value=""></option>-->
<option value="31">Associate - Business Valuation</option>
<!--<option value=""></option>-->
<option value="32">Associate - CFO Advisory</option>
<!--<option value=""></option>-->
<option value="34">Associate - Forensic Accounting</option>
<!--<option value=""></option>-->
<option value="67">Sr. Associate - Business Valuation</option>
<!--<option value=""></option>-->
<option value="68">Sr. Associate - CFO Advisory</option>
<!--<option value=""></option>-->
<option value="70">Sr. Associate - Forensic Accounting</option>
<!--<option value=""></option>-->
<option value="120">Consultant - Accounting</option>
<!--<option value=""></option>-->
<option value="121">Senior - Roles</option>
<!--<option value=""></option>-->
<option value="124">Managerial - Roles</option>
</select>
</td>
<td class="level1">Level 1</td>
<td class="Price1">$11</td>
<td class="People_Drop">
<select class="form-select" aria-label="Default select example" id="people_1" name="rg_people[]">
<option value="1">1</option>
<option value="2">2</option>
<option value="3">3</option>
<option value="4">4</option>
<option value="5">5</option>
<option value="6">6</option>
<option value="7">7</option>
<option value="8">8</option>
<option value="9">9</option>
<option value="10">10</option>
</select>
</td>
<td class="Hours_Drop">
<select class="form-select" aria-label="Default select example" id="hours_week_1" name="rg_hours_week[]">
<option selected="" value="40 hrs">40 Hrs</option>
<!-- <option value="60 hrs">60 Hrs</option> -->
<option value="20 hrs">20 Hrs</option>
</select>
<!-- <span>40 Hrs</span>
<input type="hidden" id="hours_week_1" name="rg_hours_week[]" value="40 hrs"> -->
</td>
<td class="Pluse_img"><a href="#" class="add"><img class="img-responsive" src="https://d2gqg3pi8hgafq.cloudfront.net/hiring-pricing/assets/images/pluse.svg"></a></td>
</tr>
</tbody>
</table>
<!-- </span> -->
<span id="change_temp_tax">
<table class="table table-hover checked-class" id="table_temporary_tax_staffing">
<thead>
<tr class="align-middle">
<th scope="col">Temporary Tax Staffing</th>
<th scope="col" style="width: 170px;">Tentative Pricing</th>
<th scope="col" style="width: 150px;">No. of People</th>
<th class="bn" scope="col">Hours/Week</th>
<th scope="col"></th>
</tr>
</thead>
<tbody>
<tr class="align-middle">
<td>
<input type="hidden" name="counter_tax" id="counter_tax" value="1">
<select onchange="change_temporary_tax_staffing(this.value,1,2);" class="form-select select_tags" aria-label="Default select example" id="temporary_tax_staffing_id_1" name="ts_profile_name[]">
<option value="20">Individual Tax Preparer (1-3 Yrs)</option>
<option value="21">Business Tax Preparer (1-3 Yrs)</option>
<option value="8">Associate - Tax Accountant (1-3 Yrs)</option>
<option value="6">Associate - Auditor (1-3 Yrs)</option>
</select>
</td>
<td class="Price_tempary_tax1">$15</td>
<td class="People_Drop">
<select class="form-select" aria-label="Default select example" id="people_1" name="ts_people[]">
<option value="1">1</option>
<option value="2">2</option>
<option value="3">3</option>
<option value="4">4</option>
<option value="5">5</option>
<option value="6">6</option>
<option value="7">7</option>
<option value="8">8</option>
<option value="9">9</option>
<option value="10">10</option>
</select>
</td>
<td class="Hours_Drop">
<select class="form-select" aria-label="Default select example" id="hours_week_1" name="ts_hours_week[]">
<option selected="" value="40 hrs">40 Hrs</option>
<!-- <option value="60 hrs">60 Hrs</option> -->
<option value="20 hrs">20 Hrs</option>
</select>
<!-- <span>40 Hrs</span>
<input type="hidden" id="hours_week_1" name="ts_hours_week[]" value="40 hrs"> -->
</td>
<td class="Pluse_img"><a href="#" class="add_temporary_tax_staffing"><img class="img-responsive" src="https://d2gqg3pi8hgafq.cloudfront.net/hiring-pricing/assets/images/pluse.svg"></a></td>
</tr>
</tbody>
</table>
<table class="table table-hover" id="table_outsource_tax_preparation" style="display:none;">
<thead>
<tr class="align-middle">
<th scope="col">Outsource Tax Preparation</th>
<th style="width: 160px;" scope="col">$125/Tax Return</th>
<th style="width: 160px;" scope="col">$90/Tax Return</th>
<th style="width: 200px;" class="bn" scope="col">$50/Tax Return</th>
</tr>
</thead>
<tbody>
<tr class="align-middle">
<td>Level of Complexity</td>
<td>High</td>
<td>Medium</td>
<td>Low</td>
</tr>
</tbody>
</table>
</span>
</div>
</div>
<span id="outsoruce_staff">
<div class="row">
<div class="col-md-12" id="table_outsource_tax" style="display:none;">
<div class="Prolink">
<a href="#" data-bs-toggle="modal" data-bs-target="#Add_Detail">Guidance on Determining the Level of Complexity has been provided in this link</a>
</div>
</div>
</div>
</span>
<div class="row">
<div class="col-md-6"></div>
<div class="col-md-6 text-end">
<div class="Card-Details">
<div class="payment-detail">
<button type="button" href="javascript:void(0);" data-bs-toggle="modal" data-bs-target="#payment_details" data-bs-dismiss="modal">Submit Payment Details Securely <svg width="14" height="14" viewBox="0 0 14 14" fill="none"
xmlns="http://www.w3.org/2000/svg">
<path d="M0 12.59L10.59 2H4V0H14V10H12V3.41L1.41 14L0 12.59Z" fill="#3B44ED"></path>
</svg>
</button>
<div>
<span id="submit_payment_detail" class="req text-danger"></span>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="modal-footer">
<div class="form-check">
<input class="form-check-input" type="checkbox" value="" id="flexCheckDefault" name="flexCheckDefault">
<label class="form-check-label" for="flexCheckDefault"> Please Accept <span id="canada_terms" style="display:none">
<a target="_blank" href="https://erp.entigrity.com/uploads/billing_company/signup_document/1674561459.pdf">Terms and Conditions</a>
</span>
<span id="us_terms" style="">
<a target="_blank" href="https://erp.entigrity.com/uploads/billing_company/signup_document/1674561504.pdf">Terms and Conditions</a>
</span>
<span id="uk_terms" style="display:none">
<a target="_blank" href="https://erp.entigrity.com/uploads/billing_company/signup_document/1674561517.pdf">Terms and Conditions</a>
</span>
</label><br>
<span id="flexCheckbox_err" class="req text-danger"></span>
</div>
<div class="Sub_Btn">
<input type="hidden" name="submit_payment_validation" id="submit_payment_validation" value="" class="valid">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
<button type="submit" class="btn btn-primary submit-cls">Submit</button>
</div>
</div>
</form>Name: payment_vendor_form —
<form action="" name="payment_vendor_form" id="payment_vendor_form_card_paymnet">
<div class="row">
<div class="col-lg-12 col-xl-12">
<div class="mb-3">
<label for="Cardholder Name" class="form-label">Cardholder Name <span>*</span></label>
<input type="text" class="form-control" id="card_holder_name" name="card_holder_name" aria-describedby="First Name">
</div>
<div class="mb-3">
<label for="Account Number" class="form-label">Card Number <span>*</span></label>
<input type="number" class="form-control" id="card_account_number" name="card_account_number" aria-describedby="phone">
</div>
<div class="row">
<div class="col-lg-6">
<div class="mb-3">
<label for="Expiration Date" class="form-label">Expiration Date <span>*</span></label>
<input type="text" class="form-control" id="expiry_date" name="expiry_date" aria-describedby="First Name">
</div>
</div>
<div class="col-lg-6">
<div class="mb-3">
<label for="CVV2 Number" class="form-label">CVV2 Number <span>*</span></label>
<input type="number" class="form-control" id="cvv2_number" name="cvv2_number" aria-describedby="phone">
</div>
</div>
</div>
</div>
</div>
<div class="Vendor_bottam">
<div class="row">
<div class="col-md-12">
<p class="bottam-text">We never share you card details with anyone </p>
</div>
<div class="col-md-12">
<div class="Vendor_save_Btn d-flex">
<button href="#" class="Vendor_save vendor_payment_form" onclick="vendorPaymentFormValuidation('payment_vendor_form_card_paymnet');">Save</button>
</div>
</div>
</div>
</div>
</form>Name: payment_vendor_form —
<form action="" name="payment_vendor_form" id="payment_vendor_form_ach_payment">
<div class="row">
<div class="col-md-12">
<div class="row">
<div class="col-md-12">
<div class="mb-3">
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COMPREHENSIVE GUIDE ON OFFSHORING WITH ENTIGRITY
* 600+ Accounting Firms
* 200+ Client Success Stories
* 2200+ Team Members
* 10+ Offices in 4 Countries
Schedule a Call Online Sign up SOC - 2 Certificate
BUILDING OFFSHORE TEAMS FOR FIRMS
CO-SOURCING
CO-TRAINING
CO-MANAGING
CANDOR PRINCIPLES
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
1. OUR OBJECTIVE
For clients (accounting firms) we endeavour to build a good quality offshore
team. While doing that we definitely have made mistakes and came across
challenges (predictable and unpredictable). What we are trying is to minimise it
to our best judgement.
For the team we are trying to provide them with the best opportunity financially
so as to make a good living, have work life balance and continuously learn and
grow.
2. OFFSHORE HUMAN ALSO MAKES MISTAKE
As humans being in a developing country, we value our job more, try to work hard
to serve you and make the best of living for ourselves and our family. While
doing so we may make mistakes but genuinely most of us try to avoid that in the
first place and not repeat that.
3. OFFSHORING ISN’T SILVER BULLET
Roboting is not an English word, But offshoring Isn’t Roboting to put in
context. Offshoring also isn’t a silver bullet to all your problems. Offshoring
may be one of the solutions that has worked for firms who have dutifully
invested in it for the long term as a part of firm core strategy. And truth is
also that offshoring has not worked for many firms. Of Course post - pandemic
situation has changed.
4. WE WORK FOR PROFITS
The tech industry is especially good at losing money. Growth is electric, but
profits are elusive. We take an old school, economics 101 approach: Make more
than you spend. That’s why we’ve been profitable every year we’ve been in
business. It’s the responsible way to be reliable and take care of customers &
employees over the long haul. We pay well to all the team members and that comes
out of the fee that we charge. If you think our fees are higher, the only reason
we see here is we pay better.
5. OFFSHORE COMPANIES MAKE MONEY BY MISUSING CUSTOMER DATA
They say that if you don’t pay for what you use, then you’re the one that’s for
sale. Not here. We don’t sell customer data nor misuse it, and we don’t use
personal information to place targeted advertising or for any other purposes,
that's a violation. We provide services, people pay for that, end of
transaction. Our business model is selling services, not selling you.
6. TOP 100,000 FIRMS
Companies are obsessed with battling for huge Top 50 firms as customers. That’s
boring. We’re more interested in the Top 100,000 — small and mid-sized firms
just like us. They’re underserved, they’re ignored, and they don’t get the
respect they deserve. We’re here for them.
7. WORK LIFE BALANCE IS IMPORTANT
8 hours for work, 8 hours for life, 8 hours of sleep. That’s for everyone
onshore as well as offshore. We don’t want our team or client team to Hustle,
reasonably good pay and great life is what we expect and our team too.
8. OUR CLIENT DO COMPLAIN
Well, we want this not to be true. But it will never happen. Our human ecosystem
comprises 2000+ staff members offshore and (assuming each one is dealing with at
least 1 person onshore) 2000+ Onshore Client Staff member, so we have 4000+
human being working in the ecosystem. We deal with humans on both sides of the
sub-continent, so everyone has different processes, expectations, communication
methods and approaches, workflow, needs and wants etc. Please watch our video on
client and staff issues that we usually face. So our client and team both
complain, we try to build solutions and environments where we can address these
issues at a larger scale and minimise it.
9. WE ARE MARRIED TO ACCOUNTING FIRMS
Well we only work with an accounting firm. Because we think that we understand
this business and their needs really well and we are well placed to work with
these firms and help them. Getting everything will only dilute our focus to our
core strength and we think our expertise is valuable and we should invest it in
the niche specialise in. We would like to remain focused on accounting firms and
try to do better.
10. EMPLOYEE AREN’T PAID WELL
While managing such a huge bandwidth of people who have joined us at different
points in time, definitely we have its challenges. However we hire in the India
market our compensation and benefits structure shall be relevant to the market
of hiring that we are in. We want to hire people and pay them well and retain
them for as much time as possible.
11. STAYUPS
The world is obsessed with Stayups. We prefer to champion Stayups — companies
who’ve proven their worth, figured out their business, and strive to stick
around for the long term. Companies that endure and inspire confidence.
Longevity isn’t a fluke. Along those lines, we’re proud that 2022 is our 9th
year in business. We want to be a sustainable company rather than a hyper-growth
company.
12. YOU DON’T GET 100% BILLABLE HOURS
On average, an offshore team member works about 7 hours productively for the
work allocated. That doesn’t mean they are not available to work for 8 hours.
The focus shall be on tasks accomplished within the time frame rather than
actual billability. We prefer to focus on the quality of work rather than
billability.
13. NOTASAP
The expectation of immediate response is everywhere. Real-time everything isn’t
human-scale, yet that’s how so many work and communicate these days. Not us. We
think urgency is overrated, and ASAP is poison. Real-time is the wrong time most
of the time.
14. DISAGREE AND COMMIT
Consensus is cozy, but broad agreement is not our aim. The right decision is.
Which is why we take the time to think, debate, persuade, listen and reconsider
and then, someone, decides. If you disagree, that’s fine, but once the decision
is made, it’s time to commit and support it completely.
15. KICK IN THE FACE, KICK IN THE ASS
A crisis is a terrible thing to waste. Sometimes events that grind you to a halt
are the ones that propel you forward. Adversity helps you grow antifragile.
16. OFFSHORING ISN’T PLUG N PLAY
Right from onboarding a staff member to getting them upto speed, there is an
investment that is supposed to be made just the way you would make an investment
in your team onshore.
17. JOMO NOT FOMO
Have you seen? Have you heard? What’s your take on? Can you believe? OMG that
tweet. Read that story yet? Seen that video? Finish the second season yet? So
much FOMO. We’d rather celebrate JOMO — the Joy of Missing Out. Life’s better
when you’re missing the stuff that doesn’t matter anyway.
18. WE MAKE MISTAKES IN HIRING AND HAVE FIRED PEOPLE
We hire based on the intention that staff will stay with us long-term. However,
we make hiring mistakes and must let staff go if they don't perform. We always
provide 2nd chances, which everyone deserves. But there are many reasons for
attrition, many being beyond our control.
19. STAFF CHALLENGES – CULTURE OVER COMPETENCE
Managing people is one of the most complex human problems and there are hundreds
of thousands of books written on it. As a business, we primarily manage
individuals, which can pose many challenges. This means you will encounter new
challenges everyday with these individuals. We make it a point to mentor
individuals and support them to succeed and give 2nd chances in most of the
lapses. However, in many cases (not always) we are required to fire individuals
immediately and let them go as it’s the only possible solution. Though clients
may be too dependent on that individual, we shall always choose to protect our
culture over competence.
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REGULAR STAFFING
You can Interview, Test, and Hire Offshore staff that, would directly work under
your control and management. (Hiring & Pricing)
* Accounting & Advisory
* Tax
* Audit & Assurance
* Client Support/Business Development
* Others
* Level 1
* Level 2
* Level 3
* Level 4
* Level 5
* Level 6
* Additional Info
ASSOCIATE - BOOKKEEPING (BOOKKEEPER)
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$11
View Skills
ASSOCIATE - AR/AP
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$11
View Skills
ASSOCIATE - PAYROLL
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$11
View Skills
ASSOCIATE - BILLING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$11
View Skills
ASSOCIATE - ACCOUNTING (ACCOUNTANT)
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - BUSINESS VALUATION
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - CFO ADVISORY
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - FORENSIC ACCOUNTING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - DATA & FINANCIAL ANALYTICS
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
SR. ASSOCIATE - ACCOUNTING
(SR. ACCOUNTANT)
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$14
View Skills
SR. ASSOCIATE - BUSINESS VALUATION
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$15
View Skills
SR. ASSOCIATE - CFO ADVISORY
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$15
View Skills
SR. ASSOCIATE - FORENSIC ACCOUNTING
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$15
View Skills
CONSULTANT - ACCOUNTING
Overall Exp: 3-5 Yrs | US Exp: 2 Yr | FT & PT
$18
View Skills
SENIOR - ROLES
Overall Exp: 5+ Yrs | US Exp: 3-5 Yrs | FT
$18 - $30
View
MANAGERIAL - ROLES
Overall Exp: 8+ Yrs | US Exp: 5+ Yrs | FT
$30 - $50
View
* Level 1
* Level 2
* Level 3
* Level 4
* Level 5
* Level 6
* Additional Info
ASSOCIATE - BOOKKEEPING (BOOKKEEPER)
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$14
View Skills
ASSOCIATE - AR/AP
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$14
View Skills
ASSOCIATE - PAYROLL
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$14
View Skills
ASSOCIATE - BILLING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$14
View Skills
ASSOCIATE - ACCOUNTING (ACCOUNTANT)
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - BUSINESS VALUATION
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
ASSOCIATE - CFO ADVISORY
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
ASSOCIATE - FORENSIC ACCOUNTING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
ASSOCIATE - DATA & FINANCIAL ANALYTICS
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
SR. ASSOCIATE - ACCOUNTING
(SR. ACCOUNTANT)
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$17
View Skills
SR. ASSOCIATE - BUSINESS VALUATION
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$19
View Skills
SR. ASSOCIATE - CFO ADVISORY
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$19
View Skills
SR. ASSOCIATE - FORENSIC ACCOUNTING
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$19
View Skills
CONSULTANT - ACCOUNTING
Overall Exp: 3-5 Yrs | CA Exp: 2 Yr | FT & PT
$23
View Skills
SENIOR - ROLES
Overall Exp: 5+ Yrs | US Exp: 3-5 Yrs | FT
$18 - $30
View
MANAGERIAL - ROLES
Overall Exp: 8+ Yrs | US Exp: 5+ Yrs | FT
$30 - $50
View
* Level 1
* Level 3
* Additional Info
ASSOCIATE - PAYROLL
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£8
View Skills
ASSOCIATE - BOOKKEEPER
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£8
View Skills
ASSOCIATE - ACCOUNTANT ( ACCOUNTS ASSISTANT )
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
SR. ASSOCIATE - PAYROLL
Overall Exp: 3-5 Yrs | UK Exp: 1 Yr | FT & PT
£12
View Skills
SR. ASSOCIATE – BOOKKEEPER
Overall Exp: 3-5 Yrs | UK Exp: 1 Yr | FT & PT
£12
View Skills
SR. ASSOCIATE - ACCOUNTANT
Overall Exp: 3-5 Yrs | UK Exp: 1 Yr | FT & PT
£13
View Skills
* Level 1
* Level 2
* Level 3
* Level 4
* Level 5
* Level 6
* Additional Info
ASSOCIATE - TAX PREPARER (BUSINESS)
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - TAX PREPARER (INDIVIDUAL)
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - TAX ACCOUNTANT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
SR. ASSOCIATE - TAX PREPARER (BUSINESS)
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$14
View Skills
SR. ASSOCIATE - TAX PREPARER (INDIVIDUAL)
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$14
View Skills
SR. ASSOCIATE - TAX ACCOUNTANT
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$14
View Skills
SR. ASSOCIATE - INTERNATIONAL TAX (BUSINESS)
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$14
View Skills
SR. ASSOCIATE - INTERNATIONAL TAX (INDIVIDUAL)
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$14
View Skills
CONSULTANT - TAX REVIEWER
Overall Exp: 3-5 Yrs | US Exp: 2 Yr | FT & PT
$18
View Skills
SENIOR - ROLES
Overall Exp: 5+ Yrs | US Exp: 3-5 Yrs | FT
$18 - $30
View
MANAGERIAL - ROLES
Overall Exp: 8+ Yrs | US Exp: 5+ Yrs | FT
$30 - $50
View
* Level 1
* Level 2
* Level 3
* Level 4
* Level 5
* Level 6
* Additional Info
ASSOCIATE - TAX PREPARER (BUSINESS)
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - TAX PREPARER (INDIVIDUAL)
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - TAX ACCOUNTANT
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
SR. ASSOCIATE - TAX PREPARER (BUSINESS)
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$17
View Skills
SR. ASSOCIATE - TAX PREPARER (INDIVIDUAL)
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$17
View Skills
SR. ASSOCIATE - TAX ACCOUNTANT
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$17
View Skills
SR. ASSOCIATE - INTERNATIONAL TAX (BUSINESS)
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$17
View Skills
SR. ASSOCIATE - INTERNATIONAL TAX (INDIVIDUAL)
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$17
View Skills
CONSULTANT - TAX REVIEWER
Overall Exp: 3-5 Yrs | CA Exp: 2 Yr | FT & PT
$22
View Skills
SENIOR - ROLES
Overall Exp: 5+ Yrs | CA Exp: 3-5 Yrs | FT
$18 - $30
View
MANAGERIAL - ROLES
Overall Exp: 8+ Yrs | CA Exp: 5+ Yrs | FT
$30 - $50
View
* Level 1
* Level 3
* Additional Info
ASSOCIATE - PERSONAL TAX
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
ASSOCIATE - CORPORATE TAX AND COMPLIANCES
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
SR. ASSOCIATE - PERSONAL TAX
Overall Exp: 3-5 Yrs | UK Exp: 1 Yr | FT & PT
£12
View Skills
SR. ASSOCIATE - CORPORATE TAX AND COMPLIANCES
Overall Exp: 3-5 Yrs | UK Exp: 1 Yr | FT & PT
£12
View Skills
* Level 1
* Level 2
* Level 3
* Level 4
* Level 5
* Level 6
* Additional Info
ASSOCIATE - AUDITOR
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - REVIEW & COMPILATIONS
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - NON-PROFIT AUDITING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - SOC AUDIT & REPORT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - INTERNAL AUDIT/SOX AUDIT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - IFRS
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - SEC COMPLIANCE
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - EMPLOYEE BENEFITS PLAN/ADMINISTRATION
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - GOVERNMENTAL/SINGLE AUDITING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
ASSOCIATE - AGREED UPON PROCEDURES
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$13
View Skills
SR. ASSOCIATE - AUDITOR
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$15
View Skills
SR. ASSOCIATE - REVIEW & COMPILATIONS
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$15
View Skills
SR. ASSOCIATE - NON-PROFIT AUDITING
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - SOC AUDIT & REPORT
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - INTERNAL AUDIT/SOX AUDIT
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - IFRS IMPLEMENTATION
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - SEC COMPLIANCE
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - EMPLOYEE BENEFITS PLAN/ADMINISTRATION
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - GOVERNMENTAL/SINGLE AUDITING
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
SR. ASSOCIATE - AGREED UPON PROCEDURES
Overall Exp: 3-5 Yrs | US Exp: 1 Yr | FT & PT
$16
View Skills
CONSULTANT - AUDIT
Overall Exp: 3-5 Yrs | US Exp: 2 Yr | FT & PT
$18
View Skills
SENIOR - ROLES
Overall Exp: 5+ Yrs | US Exp: 3-5 Yrs | FT
$18 - $30
View
MANAGERIAL - ROLES
Overall Exp: 8+ Yrs | US Exp: 5+ Yrs | FT
$30 - $50
View
* Level 1
* Level 2
* Level 3
* Level 4
* Level 5
* Additional Info
ASSOCIATE - AUDITOR
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - REVIEW & COMPILATIONS
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - NON-PROFIT AUDITING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
ASSOCIATE - INTERNAL AUDIT/SOX AUDIT
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
ASSOCIATE - IFRS
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
SR. ASSOCIATE - AUDITOR
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$18
View Skills
SR. ASSOCIATE - REVIEW & COMPILATIONS
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$18
View Skills
SR. ASSOCIATE - NON-PROFIT AUDITING
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$18
View Skills
SR. ASSOCIATE - IFRS IMPLEMENTATION
Overall Exp: 3-5 Yrs | CA Exp: 1 Yr | FT & PT
$18
View Skills
CONSULTANT - AUDIT
Overall Exp: 3-5 Yrs | CA Exp: 2 Yr | FT & PT
$22
View Skills
* Level 1
* Level 2
* Additional Info
ASSOCIATE - AUDITOR
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
SR. ASSOCIATE - AUDITOR
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£12
View Skills
* Level 1
* Level 3
* Additional Info
ASSOCIATE - VIRTUAL ASSISTANT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - CUSTOMER SUPPORT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - DATA ENTRY SPECIALIST
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - TALENT ACQUISITION
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
ASSOCIATE - BUSINESS DEVELOPMENT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE DIGITAL MARKETING – ECOMMERCE SPECIALIST
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - DIGITAL MARKETING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - CONTENT WRITING
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$12
View Skills
SR. ASSOCIATE - VIRTUAL ASSISTANT (OFFICE MANAGER)
Overall Exp: 3-5 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
SR. ASSOCIATE - TALENT ACQUISITION
Overall Exp: 3-5 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
SR. ASSOCIATE - BUSINESS DEVELOPMENT
Overall Exp: 3-5 Yrs | US Exp: (3 Months Training) | FT & PT
$16
View Skills
SR. ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
Overall Exp: 3-5 Yrs | US Exp: (3 Months Training) | FT & PT
$18
View Skills
SR. ASSOCIATE - DIGITAL MARKETING
Overall Exp: 3-5 Yrs | US Exp: (3 Months Training) | FT & PT
$18
View Skills
SR. ASSOCIATE - CONTENT WRITING
Overall Exp: 3-5 Yrs | US Exp: (3 Months Training) | FT & PT
$15
View Skills
* Level 1
* Level 2
* Additional Info
ASSOCIATE - VIRTUAL ASSISTANT
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - CUSTOMER SUPPORT
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - DATA ENTRY SPECIALIST
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - TALENT ACQUISITION
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$15
View Skills
ASSOCIATE - BUSINESS DEVELOPMENT
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$18
View Skills
ASSOCIATE DIGITAL MARKETING – ECOMMERCE SPECIALIST
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$20
View Skills
ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$20
View Skills
ASSOCIATE - DIGITAL MARKETING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$20
View Skills
ASSOCIATE - CONTENT WRITING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$16
View Skills
SR. ASSOCIATE - VIRTUAL ASSISTANT (OFFICE MANAGER)
Overall Exp: 3-5 Yrs | CA Exp: (3 Months Training) | FT & PT
$20
View Skills
SR. ASSOCIATE - TALENT ACQUISITION
Overall Exp: 3-5 Yrs | CA Exp: (3 Months Training) | FT & PT
$20
View Skills
SR. ASSOCIATE - BUSINESS DEVELOPMENT
Overall Exp: 3-5 Yrs | CA Exp: (3 Months Training) | FT & PT
$21
View Skills
SR. ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
Overall Exp: 3-5 Yrs | CA Exp: (3 Months Training) | FT & PT
$24
View Skills
SR. ASSOCIATE - DIGITAL MARKETING
Overall Exp: 3-5 Yrs | CA Exp: (3 Months Training) | FT & PT
$24
View Skills
SR. ASSOCIATE - CONTENT WRITING
Overall Exp: 3-5 Yrs | CA Exp: (3 Months Training) | FT & PT
$20
View Skills
* Level 1
* Level 2
* Additional Info
ASSOCIATE - VIRTUAL ASSISTANT
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
ASSOCIATE - CUSTOMER SUPPORT
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
ASSOCIATE - DATA ENTRY SPECIALIST
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
ASSOCIATE - TALENT ACQUISITION
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£9
View Skills
ASSOCIATE - BUSINESS DEVELOPMENT
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£12
View Skills
ASSOCIATE DIGITAL MARKETING – ECOMMERCE SPECIALIST
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
ASSOCIATE - DIGITAL MARKETING
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
ASSOCIATE - CONTENT WRITING
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
SR. ASSOCIATE - VIRTUAL ASSISTANT (OFFICE MANAGER)
Overall Exp: 3-5 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
SR. ASSOCIATE - TALENT ACQUISITION
Overall Exp: 3-5 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
SR. ASSOCIATE - BUSINESS DEVELOPMENT
Overall Exp: 3-5 Yrs | UK Exp: (3 Months Training) | FT & PT
£14
View Skills
SR. ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
Overall Exp: 3-5 Yrs | UK Exp: (3 Months Training) | FT & PT
£15
View Skills
SR. ASSOCIATE - DIGITAL MARKETING
Overall Exp: 3-5 Yrs | UK Exp: (3 Months Training) | FT & PT
£24
View Skills
SR. ASSOCIATE - CONTENT WRITING
Overall Exp: 3-5 Yrs | UK Exp: (3 Months Training) | FT & PT
£13
View Skills
* Additional Info
ASSOCIATE - TRANSACTION ADVISORY
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$25
View Skills
ASSOCIATE - CYBERSECURITY ANALYST
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$25
View Skills
ASSOCIATE - ERP CONSULTANT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$25
View Skills
ASSOCIATE - IT ADMINISTRATOR
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT & PT
$25
View Skills
* Additional Info
ASSOCIATE - TRANSACTION ADVISORY
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$33
View Skills
ASSOCIATE - CYBER SECURITY & PRIVACY
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$33
View Skills
ASSOCIATE - ERP IMPLEMENTATION
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$33
View Skills
ASSOCIATE - IT CONSULTING
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT & PT
$33
View Skills
* Additional Info
ASSOCIATE - TRANSACTION ADVISORY
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£18
View Skills
ASSOCIATE - CYBER SECURITY & PRIVACY
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£18
View Skills
ASSOCIATE - ERP IMPLEMENTATION
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£18
View Skills
ASSOCIATE - IT CONSULTING
Overall Exp: 1-3 Yrs | UK Exp: (3 Months Training) | FT & PT
£18
View Skills
TEMPORARY STAFFING
Temporary Staffing is available for Tax Season or Temporary Needs. Minimum
Hiring is for 13 weeks. Only Full-Time (40 hrs/week) (Hiring & Pricing)
INDIVIDUAL TAX PREPARER
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT
$15
View Skills
BUSINESS TAX PREPARER
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT
$15
View Skills
TAX ACCOUNTANT
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT
$15
View Skills
ASSOCIATE - AUDITOR
Overall Exp: 1-3 Yrs | US Exp: (3 Months Training) | FT
$15
View Skills
INDIVIDUAL TAX PREPARER
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT
$19
View Skills
BUSINESS TAX PREPARER
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT
$19
View Skills
TAX ACCOUNTANT
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT
$19
View Skills
ASSOCIATE - AUDITOR
Overall Exp: 1-3 Yrs | CA Exp: (3 Months Training) | FT
$19
View Skills
ADDITIONAL INFORMATION:
* Minimum 13 weeks of billing period
* Tax season staff is subject to change
* Onboarding time is approximately 2-4 weeks
* At least 30-40 mock tax returns will be done
* Only 40 Hours/week
* Billing would be done weekly
* High-level review by a supervisor
* Early hiring in December is advised to be prepared for the tax season
* Team members will receive 10–12 weeks of essential individual or business tax
training from us
NEXT STEPS (1-4 WEEKS)
SIGN-UP
* Introductory Call
* Interview - Test
* Staff Confirmation
INTERVIEW
* Onboarding Call
* IT Set up
* Staff Orientation Call
SET-UP
* Staff Starts Working
* Initial Training
* Continuous Review
ONBOARDING OFFSHORE STAFF MEMBER
Training similar to what associates Onshore does.
WEEK 01
Meeting/Training:
Daily 1 to 1.5 hour
Review / Involvement / Feedback:
Very High
Task
WEEK 02-03
Meeting/Training:
Daily 45 minutes
Review / Involvement / Feedback:
High
Task
WEEK 04-05
Meeting/Training:
Daily 30 minutes
Review / Involvement / Feedback:
Medium
Task
WEEK 06+
Meeting/Training:
Regular Meetings
Review / Involvement / Feedback:
Regular/Low
Task
ENTIGRITY LEARNING ACADEMY
* Accounting & Advisory
* Tax
* Audit & Assurance
* Others
* CPA/EA Scholarship
BASIC ACCOUNTING TRAINING
View Sub Module
ADVANCED ACCOUNTING TRAINING
View Sub Module
ACCOUNTING TECHNOLOGY TRAINING
View Sub Module
BUSINESS VALUATION
View Sub Module
CFO ADVISORY
View Sub Module
HEDGE FUND ACCOUNTING
View Sub Module
FORENSIC ACCOUNTING
View Sub Module
DATA & FINANCIAL ANALYTICS
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QUICKBOOKS TRAINING
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XERO TRAINING
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PAYROLL
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BASIC STAFF TRAINING - INDIVIDUAL
View Sub Module
STAFF TRAINING - PARTNERSHIPS
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STAFF TRAINING - S & C CORP
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INTERMEDIATE STAFF TRAINING - INDIVIDUAL
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INTERMEDIATE STAFF TRAINING - PARTNERSHIPS
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INTERMEDIATE STAFF TRAINING - S CORP
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INTERNATIONAL TAX (BUSINESS)
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TRUST & ESTATE & FAMILY OFFICE
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STATE & LOCAL TAXES
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TAX PLANNING (BUSINESS)
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TAX RESOLUTIONS
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REAL ESTATE TAXES
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FORM 990 (TAX RETURN PREPARATION - REVIEW)
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IRS TRANSCRIPT ANALYSIS
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BASIC STAFF TRAINING IN AUDITING
View Sub Module
INTERMEDIATE STAFF TRAINING IN AUDITING
View Sub Module
ADVANCE STAFF TRAINING IN AUDITING
View Sub Module
BASIC TRAINING IN INTERNAL AUDIT/FRAUD
View Sub Module
REVIEW & COMPILATIONS
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NON-PROFIT AUDITING
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SOC AUDIT & REPORT
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INTERNAL AUDIT/SOX AUDIT
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IFRS
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SEC COMPLIANCE
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EMPLOYEE BENEFITS PLAN/ADMINISTRATION
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AGREED UPON PROCEDURES
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CONSTRUCTION AUDITING
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IT AUDIT
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PEER REVIEW
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CRYPTOCURRENCY & AUDIT & TAX CONSIDERATION
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CYBER SECURITY
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ESOP
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EXCEL
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ORACLE - NETSUITE TRAINING
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POWERPOINT
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INTEGRITY, DIVERSITY & INCLUSION
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BUSINESS DEVELOPMENT - ACCOUNTING FIRM
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We offer CPA/EA scholarships to all employees of Entigrity who are looking to
establish a career in the US Accounting Industry. We want you to be the best you
and do great things together.
Particulers CPA EA Completed & Working 23 15 Pursuing (Company Scholarship) 156
122 Pursuing (OYO) 251 232
CLIENT SUCCESS STORIES
KIM DOLLIN, CGMA, CPA, MBA
Principal Partner with Somerset CPAs
“We commenced by recruiting auditors for financial statement processing and
administrative work in our audit engagement and today we have 7 full time
auditors with Entigrity. What we loved about this program was, we got to
interview these individuals. We had a choice in who we hired, and we could
express what we wanted. We needed people with two to four years of experience on
the audit side and we were able to successfully source.”
Read More
JODY GRUNDEN CPA
Co-founder and CEO of Summit CPA Group
“We have 15 VCFOs today and 30 senior accountants who report to them and each
senior accountant has at least 1 offshore staff to assist them. With the added
cost advantage, we are able to expand our clientele and in turn, it is fueling
hiring of both on-shore as well as offshore staff. We anticipate adding 5-10
on-shore and offshore staff every year.”
Read More
HUBERT MCINTOSH, CPA
Founder & CEO, Mcintosh Financial Group Inc
“As an accountant, we are constantly bombarded with emails, many of which are
spam. Our virtual assistants, on the other hand, are really helpful in cleaning
up our emails, identifying action items, and submitting them to us. They are
very invaluable. We're so confident going into the next tax season that 70
percent of our mundane tasks are being handled by Entigrity folks who know our
business and understand us”.
Read More
MARTIN MOLL, JD
CEO and Managing Partner, Breakaway Bookeeping & Advising
“We really wanted someone state site so it was a little bit more of a funnel
point rather than having 10 people in Oregon communicating with certainly the 10
people in India, but we found it better to have one person who was checking in
with the Indian team team and so we called it the Champion”
Read More
G. TED STEWART
Owner at Stewart Financial Services
“The whole process has been able to develop additional training mechanisms for
my staff . It's been a very enjoyable experience and I'm looking to potentially
add another staff maybe next year as soon as possible. Also, I will be
increasing the hours of my existing offshore staff”
Read More
TIFFANY TORR
Enrolled Agent, Accountant, Black Bull Accounting
“What an amazing company: the people, the process, the company culture, the
professionalism, the work product. I could go on and on. Larger companies are
familiar with offshore staffing and have been doing it successfully for decades.
It is awesome that small to mid-sized businesses can now take advantage of this
highly professional and well-educated workforce! We cannot say enough good
things about Entigrity!”
Read More
ADAM HALE, CPA
Partner at Summit CPA Group
“Being virtual gives us access to talent all over the world. So now we can go
everywhere. Offshore team can handle anything that an onshore team can handle
from a back office standpoint. We already had all the S.O.P. in place, just
needed somebody to take them over. The offshore team just come in and knocked it
out really quick. This was one of the best things that we ever did.”
Read More
IMTIAZ MUNSHI CPA
Managing Partner at ERC PPP Tax Specialist
“The approach through which I was guided by Entigrity was not sales-oriented but
on my actual staffing requirements. I respect this supportive role as a staffing
partner. Entigrity has true integrity. Also, I visited the Ahmedabad office and
met my offshore staff in person. I got to see the information security controls
by myself and felt reassured about the safety of data. I loved the company
culture, they are great hosts!”
Read More
DOUGLAS SMALDINO CPA
CPA Managing Director at Smaldino, Lutz, Curtis & Associates
“They understand the nature of our work and related requirements very well,
that's why they were able to provide me with the most suitable staff that I
wanted to hire. Their work quality is wonderful, security is tremendous and they
know English very well. Thanks for being there with us.”
Read More
Previous Next
OUR TRUSTED CLIENTS
AAFCPAs
Baldwin CPAs, PLLC
Hancock Askew & Co., LLP
HoganTaylor CPAs and Advisors
Perkins & Company,
Somerset CPAs
Previous Next
CERTIFICATIONS - AFFILIATIONS - PARTNERSHIPS
Previous Next
BEST PRACTICES OF OFFSHORING
* Buddy System
* Onshore Anchor
* Account Manager - Your HR
* Tips to Interview
* Onboarding
* Integrating Teams
* Training & Meetings
* Hire 2 Offshoring Partners
* Review & Feedback
* Cross Training
We are always seeking creative ways by which you can onboard your new offshore
staff seamlessly. With the idea to keep it scalable for your firm, here is one
recommendation for best practices around it. Take a look at the "Buddy System."
You should "buddy-up" offshore staff with only one, not more onshore staff
members. Then they work together as one team. This idea can essentially help you
keep your office “open 24 hours” a day. We have put together a short video
explaining how it works and why it's better, especially with offshoring.
BENEFITS OF “BUDDY SYSTEM”
* Works as “One Team”
* Pushes more work offshore
* Smooth Training and Onboarding
* Reduces confusion and increases Accountability
One of our clients, Summit CPA, has a similar model - Click here to see the
video.
We have been identifying strategic steps or best practices which may help our
client, and one of the important elements I would like to suggest to you here is
having an “Onshore Anchor”.
Well, in this concept, you nominate or assign one person to manage offshore
operations. Onshore Anchor is like an advocate for onshore and offshore
resources, to build trust between two teams. The Anchor will help understand why
offshoring is key to growth of the firm and the best strategy.
The onshore anchor is the keeper of the vision. This role can be part time, full
time or additional responsibility with existing staff members, depending upon
the size of the firm and how you are planning to explore the offshoring model.
For smaller operations, this can be given as an additional responsibility. An
owner, partner, and senior manager working with a firm for 10-15 years can be
nominated. This will be more like an HR role for onshore and offshore teams.
Here is the short video mentioning how onshore anchoring can be done - and below
are topics we have highlighted in this video.
* Advocate of offshoring.
* On Boarding and hand Holding
* Empathy and building relationships
* Being a bridge for conflict resolution
* Feedback Mechanism
* Taking Initiative
* Offshore account manager
Staffing, whether local or offshore, will always have little challenges such as
leaves, work accomplishments, staff management, training, staff learning and
roles, productivity, etc. In the last three years, we have seen a significant
increase in client satisfaction as we introduced the role of the “Account
Manager”.
While the offshore staff would be directly working with you, under your control
and management, the Account Manager would be like your HR offshore for your
offshore staff or team. The Account Manager would endeavor to provide you with
unbiased advice in the best interest of the firm and make building and managing
offshore teams a successful and positive experience for all.
Quick Tips to Consider Before Hiring an Offshore Staff
It's no surprise that CPAs and accounting firms are turning to offshore staffing
firms to help them deal with unavoidable staffing issues, especially
post-pandemic. Before the pandemic, about 6.2% of the firms used offshore
staffing! Post Pandemic, that number has significantly increased to a whopping
41.3%, the reason being the big push towards outsourcing for accountants.
6 Strategies for Interviewing Offshore Staff:
* How many candidates shall we interview? How many interview rounds?
* English is a second language!
* Evaluation of Communication Skills as per Role!
* Make them comfortable!
* Implement Skills Testing
* Experience of Working in the Accounting Industry
Effective onboarding can help build a strong foundation for the intrinsic
elements that create a great workplace and use those to attract and retain top
talent. If we do not have a proper onboarding process in place, we may lose good
resources onshore or offshore.
Although much of the process may be very similar from one client to another, it
is important to understand that each client has their own needs. A roadmap is an
essential tool that guides new employees through the day-to-day workflow for
each client and is highly recommended.
Why should we only onboard one staff member at a time? - Well, if you are
starting with offshoring for the first time, First Onboarding will help you to,
* Develop the onboarding process on how to onboard the staff efficiently. Most
of our clients prepare a welcome kit covering firm policy, communication
channels, meeting frequency, IT guidelines, software instruction, and process
instruction.
* Identify technological challenges well in advance, and we can take corrective
action before it gets too late. Once the first staff is onboarded, the
onboarding of subsequent staff is rolled out smoothly as you are already
aware of what can happen and prepared yourself in advance.
* Forecast the capacity of an individual.We don't expect our staff to
outperform from the first day itself. But working with the resources first
will give an idea of how much the resource requirement is and how much
capacity needs to be built.
* Manage bandwidth; Offshoring requires an initial investment of onshore staff;
they need to meet them frequently, review their work, share feedback, do
training, handholding, and coordinate with an account manager.
There is a definite learning curve that comes into place. In the initial phases,
the review, involvement, and feedback from your side should be very high because
the offshore staff will be learning about your firm and the process. After some
weeks, the review, involvement, and feedback could be reduced, and now that your
offshore staff has already been working with you for the last 5-6 weeks, regular
meetings with offshore staff will work for the long term.
Integration of the onshore team and the offshore team is also a challenge in
some cases, and we have tried to identify the areas which can bring in a lot of
improvement.
Sometimes, even if we have great resources on both sides, we end up losing
either one of them, or in a worst case scenario, both, because of
dissatisfaction.
We did a survey with our lost clients, and the results were shocking. We lost
them for the following reasons, and as always, we have worked hard to find
solutions for them at the earliest.
* 51% - lack of integration with onshore team
* 18% - Proactiveness
* 16% - Overlap
* 6% - Communication
* 7% - Quality
* 2% - Productivity
Please have a look at this short video, It will give you an insight on how
integration can be done effectively to get a win-win result. Also, check out
this E-book for more information.
We hire staff members with relevant qualifications. However, all of our clients
are required to give them training on the processes and ways of working in the
firm and to help them understand the nature of their clients and the nature of
the engagements that they would be doing.
Typically, training time depends on
* The complexity of the roles for which they are hired.
* Grasping Power of the candidate.
Typically, this requires anywhere from 1 month to 2.5 or 3 months. Meetings are
essential. One-to-one meetings with offshore staff members should be done with
the person who is mapped onshore. But also, an offshore staff member should be a
part of regular team meetings that are done on a weekly, bi-weekly, or monthly
basis. so that they know the vision and the bigger picture of the firm. This
helps them feel more motivated, and they develop a better understanding of the
more significant requirements of the firms to which they are contributing.
Meetings are essential for getting the right feedback and clarity around how
things need to be done.
No one would tell you this, but if you are building an offshore team and the
number of offshore staff members exceeds 15, we would always advise you to work
with two offshore partners so that you don't put all of your eggs in a single
basket. And that's true, right? You should be working with more than one
partner. Until the time you do not cross 15 offshore staff members, we would
advise you not to diversify because you are still in a phase where a lot of
learning and hand-holding is required.
Sometimes our clients feel that it is not required and they expand with us
because the team is located in one place and the offshore team is under one
ecosystem. That's a different advantage. But typically, when your strengths
exceed 15 or 20 staff members, it would be advisable to always diversify and
induct one more offshoring partner.
Sometimes, clients say that they want to hire somebody who is perfect, whose
work is so flawless that they are not required to do any kind of review. Well,
we wish that could have been possible. But hiring for senior roles is getting
more difficult day by day. However, we always tell our staff that their work or
tasks assigned to them will undergo a minimum review, and they should
self-review everything in detail prior to it.
In addition to the mandatory review, there should be regular reviews as well.
Sometimes, clients do reviews twice a month, and then, all of a sudden, they
feel like things are happening that are not right. So, in order to avoid any
unpleasant surprises, we recommend periodic reviews.
With reviews, there has to be feedback, and the feedback should be two ways.
First, one must listen to the challenges that offshore staff are going through.
If there is a lack of information, an insufficient amount of instructions, or a
lack of clarity on what tasks or what roles need to be offshored, it leads to
confusion for the offshore team members. Feedback could be regarding an error
that they might have made, a misunderstanding that could have happened, or a
task they performed that could have been done better.
Feedback should be given in a prompt and frequent manner. Most of our client
feedback happens almost daily in our communication. But sometimes, our clients
think that daily communication is not required. Well, that is not the case.
Meetings are very important, and feedback is the only way that they can really
move forward in a positive way.
Here are some data points on our internal attrition.
Year Attrition 2018 6.1% 2019 6.3% 2020 8.1% 2021 12.1% 2022 18.6%
As you can see, post pandemic, our attrition is on the rise!! More and more
accounting firms want to build offshore teams now. So while India was not
expecting this kind of demand for global accounting talent, opportunities in the
field have increased. Hiring staff is a challenge here as well, and that’s where
our internal attrition number has increased (almost doubled). So, we are
mandating all our clients to implement cross trained staff in the next 6 months
or so.
The post pandemic market has gone crazy and it would be prudent on our part to
cross train our staff members. Anyway, we are not charging extra. Cross training
may require a little bit of an effort on your part, but it’s precautionary,
safe, and best for the long term. Moreover, we shall make sure and put all
efforts from our side. Attrition, whether right or wrong, is also a big reality
which we have to face head on.
BEST PRACTICES OF OFFSHORING
* Upskilling your staff
* Staff Growth
* Hire full Time
* Documented Processes
* Role Clarity
Staff upskilling is very important, whether through the Entigrity Learning
Academy, wherein you can allocate courses and work with an account manager or
technical manager and let them know what kind of learning is good for the staff
members.
Also, if you have your own in-house learning program or training program, they
can go through that. But upskilling is important from the perspective of your
firm. This understanding continuously increases technical as well as managerial
learning. Here, Entigrity Learning Academy would be of great help to you,
considering the vast content library that they have on various topics (
Technical as well as Non- Technical ).
As every individual, even team members on your offshore staff, will expect
financial and career growth. We at Entigrity believe in paying the best salaries
so that the staff feel valued and the attrition stays within a manageable level.
However, things have really changed post pandemic. Attrition has increased
because of the exceptional situation that we are in, which is the big
demand-supply mismatch in offshoring for accounting firms.
However, in general, we always encourage revising on a regular basis as per the
price revision that we have proposed to you. More than that, sometimes staff
members feel that they are not growing with the firm. They have been
continuously doing the same tasks for the last 2-3 years. So then, at that point
in time, you have to realize and ask them if they are capable of doing some
other work and if they are open to it, they would be able to hire somebody under
them and delegate the work to them.
It is imperative that the staff do not feel that they are stuck in a stagnant
role. Thus, regularly providing opportunities for career growth is the best way
forward.
Usually, people evaluate their needs and hire part time individuals. They end up
giving them 35 hours of work, which is not really the right thing. Typically,
expecting 75-80% productivity in the allocated hours is the right way. We always
advise people to hire full time associate members. That gives dedicated
attention to the staff members.
People often ask me how fast they can scale in offshoring. Two key things are to
have clarity on the roles and tasks that would be performed by the offshore
staff member and how much of the processes are documented. If these two things
are clear, then your offshore teams can scale up really rapidly because you
already have processes in place.
You really lay out the expectations of what really needs to be done and
quantified. Lay it out in front of them so that absolute clarity is there about
what is expected in terms of deliverables and results. Clarity of thought and
expectations are bound to provide great results and harmony in the working
environment.
BUSINESS CONTINUITY PRACTICES
8%-10% STAFF AVAILABLE ON BENCH
BATTERY BACK UP IN CASE OF POWER FAILURE
FULL CAPABILITY WITH LEGAL COMPLIANCE
TWO DEDICATED INTERNET LINES
(ONE RUNNING, ONE BACKUP)
INSURANCE
COVER
DISASTER RECOVERY
PLAN
PRICE REVISION (GUIDANCE)
This is a tentative revision in our pricing on the completion of staff tenure.
Tenure (Completion) 6 Months 1 Year 2 Year 3 Year Revision $1/hr $1/hr $2/hr
$2/hr
Tenure (Completion) 6 Months 1 Year 2 Year 3 Year Revision $1/hr $1/hr $2/hr
$2/hr
Tenure (Completion) 6 Months 1 Year 2 Year 3 Year Revision £1/hr £1/hr £2/hr
£2/hr
OUR ATTRITION & SALARY INCREASE
Year 2018 2019 2020 2021 2022* Attrition (View Reasons) 6.1% 6.3% 8.1% 12.1%
18.6% Salary Increase 17.64% 21.21% 23.75% 28.81% 53.69% Replacements (View
Reasons) 8.1% 9.2% 10.6% 14.5% 22.6%
*Numbers till May 2022
STAFF
* Staff Shift Timings
* Staff Benefits
EST CST MST PST Indian Timings 1.00 pm to 10.00 pm 1.30 pm to 10.30 pm 2.30 pm
to 11.30 pm 3.00 pm to 12.00 am US Timings 3.30 am to 12.30 pm 3.00 am to 12.00
pm 3.00 am to 12.00 pm 2.30 am to 11.30 am Overlap 4.30 hours 4.00 hours 4.00
hours 3.5 hours
* If you need more overlap please let your account manager know in advance and
about the same. (So he can get those staff accordingly)
* Staff in Client facing roles or Virtual Assistant are definitely available
with more overlap.
* Occasional/Seasonal late working or overtime is possible.
* Adhering to shift timings keeps work life balance.
* 9 hours shift timings (1 hour break and 8 hour working).
* Minimum 3 to 4 hours of overlap is required for communication/collaboration.
* We do face challenges in putting people to work for PST/MST Time zones and
attrition is slightly higher as well.
10 PAID TIME OFF AND 8 PUBLIC HOLIDAYS
MEDICAL COVERAGE UPTO RS. 300K FLOATER
(SELF, SPOUSE AND TWO KIDS)
2 COMPANY PAID PREVENT HEALTH CHECK UP ANNUALLY.
NIGHT ALLOWANCE FOR STAFF WORKING LATE NIGHTS.
CAB DROP OFF FOR ALL EMPLOYEES.
(FOR EMPLOYEE SAFETY)
CPA, EA & CMA (STUDY SUPPORT PACKAGE)
STRONG CULTURE OF LEARNING AND DEVELOPMENT
WEEKLY ENGAGEMENT AND ACTIVITIES.
SATURDAY & SUNDAY HOLIDAY.
TAX SEASON OVERTIME = PROPORTIONATE TO SALARY.
MATERNITY LEAVE
(13 WEEKS PAID LEAVE + 13 WEEKS LWP)
PATERNITY LEAVE ( 2 WEEKS)
LOAN GIVING TO TEAM MEMBERS.
(WITHOUT INTEREST)
OPPORTUNITY TO DIRECTLY WORK WITH CLIENTS AND GROW.
BETTER EXPOSURE/GROWTH COMPARED TO BIG 4
ISSUES
* Staff Issue
* Client Issue
* Excessive Background Noise
* Overall rising staff attrition
* Staff absconding
* Overlap shift time changes/Going early
* False reporting
* Staff attitude challenges
* Communication issues
* Rising Salary Cost
* Staff absconding directly after joining
* Attrition is high in this experienced bracket
* Pregnancy
* Unplanned and sudden leaves
* Asking for WFH
* Two staff exchanged work to manage absence/leave.
* Offshore Team Fighting Internally
First and foremost, we provide noise-canceling headphones to all employees so
there should not be any excuses regarding having the appropriate hardware.
Secondly, there can be instances where if you are conducting a meeting through
Zoom, the software picks up the audio from the webcam rather than the headset.
This can be a reason why there is an increase in background noise. Change the
settings to ensure the best quality.
Staff attrition is an ongoing concern and will continue to be; however, we are
taking steps to keep it minimal.
The demands from employees have changed (WFH option, opportunities to work with
Big 4, great resignation, etc.), and the employment ecosystem in India is still
catching up.
At Entigrity, we are now offering flexible work options and revamping our
benefits and pay packages to align with the changing ecosystem.
We take appropriate action and have put policies in place to minimize these
instances, such as a minimum 2-month notice period or, in other cases, a 1-year
contract signed. Many issues are genuine; a person may need to leave immediately
due to health, family, or personal reasons.
However, individuals will always disregard the process and take advantage of a
situation for their personal benefit.
Our timings are set to ensure an adequate overlap (3-5 hours) to cover our
client's time zone.
Nevertheless, we have noticed that once a team member has built a rapport with
the client, they will directly ask the client if they can adjust their shift
timings to finish their day earlier.
If a client is genuinely OK with earlier shift timings and does not hamper
productivity, then Entigrity is also OK with the arrangement. However, a client
should never feel pressured by team members' requests. If clients feel pressured
to change shift timings, they should inform the CRM so the situations can be
handled accordingly.
Entigrity does not condone or encourage false reporting. False reporting occurs
when a team member claims excessive hours or provides incorrect sign-in/out
times to make it look like they worked more than they did.
False reporting only occurs in 5%-7% of total reporting, which is relatively
minimal; however, we have taken steps to minimize this situation.
In that case, we need to discuss with the staff member what is expected, what is
wrong, and what should be done, and also have a word with his manager regarding
the situation. In minor cases, we will give a second chance to the staff.
English proficiency is a primary requirement for any client-facing role.
However, the level of proficiency can vary according to the individual. We
provide regular spoken and written English training to ensure our team members
provide adequate support.
Depending on the role, we can allocate team members accordingly. For example, if
it’s a client-facing role, then we will prioritize an advanced English speaker
compared to if they are in an accounting role.
As the professional ecosystem evolves worldwide, especially in India, we are
seeing benefits improving, with salary costs being one of them. This is also
partly because the Big 4 accounting firms have established captive centers in
India and are offering above-standard salaries to their staff. Salary costs are
reflected accordingly to remain competitive and source the best talent.
It has come to our attention that there have been instances of staff members
absconding directly after joining our organization. To address this concern, we
have implemented a new policy asking for security cheques for all new hires.
Additionally, we have analyzed the reasons behind these occurrences and have
made efforts to ensure that our work expectations and policies are communicated
to all new employees.
We understand that there has been a high attrition rate among our experienced
professionals. This is likely because the accounting, tax, and finance-related
work ecosystems are relatively new in India, meaning that experienced
professionals are in high demand.
To address this concern, we have implemented a strategy of limiting the number
of experienced professionals that we assign to existing clients who already have
a team of 3-4 offshoring staff with us.
Additionally, we have recognized and rewarded our experienced professionals with
competitive compensation packages to ensure we retain the best talent.
This situation is beyond our control. We only can request that candidates
disclose any potential pregnancy situations to our human resources department
before beginning their employment. This will help us plan accordingly.
It has come to our attention that there have been instances of unplanned and
sudden leaves taken by our employees. This can cause disruptions to our
operations and negatively impact our productivity.
To address this concern, we have implemented a policy that any unplanned leave
will be considered unapproved or leave without pay.
Additionally, after a certain period, we will begin to impose penalties for
frequent unexpected and sudden leaves to mitigate this issue and maintain the
smooth functioning of our organization.
Big four and other accounting firms are offering more flexible working
arrangements. As a result, we lost a substantial number of staff. To address the
concern, we are introducing flexible working arrangements for our employees,
subject to approval from our clients. However, before implementing such a
policy, we must ensure that our IT security policies are robust and able to
protect our client's sensitive information. We are working on implementing the
necessary measures to maintain high IT security levels while offering work
flexibility to our employees.
This is a clear violation of company policies and is considered false reporting.
While it is understandable that the intent may have been to ensure that work
does not suffer, it is important to remember that maintaining a positive work
culture is also essential. We will manage this situation accordingly, per our
company policies and procedures to address this concern.
We observed that there had been internal conflicts among members of our offshore
teams working on a client account. This is a concerning issue as it can
negatively impact the quality of our services and our ability to serve our
clients effectively.
To address this concern, we have implemented a strategy of appointing an account
manager to oversee the offshore teams and help mitigate these conflicts.
Additionally, we have implemented a process of having an offshore manager
present to assist in resolving any internal disputes that may arise.
* Overcommunication
* Lack of offshore hierarchy
* No training or hand-holding
* No documented processes or workflow management
* No feedback/meeting
* Non-revision of pricing
* Work fatigue
* Unrealistic expectations
* Hiring for part-time and expecting full-time
* High expectations
* Client not providing leaves
* No connection
Conducting meetings and calls every day for more than an hour makes it almost
impossible for staff to complete their deliverables within the fixed work
period.
This made us add the provision that calls and meetings would not be productive
hours. Working overtime is permitted under exceptional circumstances and is not
considered the norm. We pride ourselves in providing our staff with optimum
work-life balance; this was a lesson we learned to improve it.
There are instances where a client needs to set a hierarchy to manage the
offshore team. There may be multiple POC which creates confusion and leads to
inefficiency.
To address this concern, we recommend the client incorporate a buddy system.
Having a single point of contact in the onshore team provides clarity and
accessible communication for everyone involved, which naturally leads to better
productivity.
Previously, some clients have skipped the initial training and hand-holding
process for new offshore staff and expected them to work according to their
standards.
We recommend each client have a proper onboarding process in place. We made them
understand that training, hand-holding, and support in the initial stages will
be profitable in the long term. It will provide two-fold returns when the staff
is fully integrated into the onshore team.
Firms often need to have procedures in place, thereby causing a dip in
productivity and efficiency. Clients sometimes need to realize that successful
offshoring is an amalgamation of many small and large processes.
We request that every client have a streamlined system set up regarding
documentation. This is about all transactions and system concepts. Also, to
ensure that the onshore staff is aware of the workflow for the offshore team and
there is a primary POC to ensure a smooth workflow.
No feedback and less than required meetings result in confusion and a lack of
productivity and efficiency for the offshore staff.
This issue is often limited to smaller-sized firms due to the lack of workforce
and excessive work responsibilities. However, it needs to be prioritized and set
on a fixed schedule with a single point of contact or documented process.
Regular feedback and meetings will help both the firm and offshore work better
together and be more effective.
Clients are sometimes unwilling to revise the pricing despite it being years
since the last price change.
There must be a considerable revision in pricing as per the industry standards
and service quality. Keeping in mind the inflation and the evolving dynamics of
the market, we urge the client to consider regular pricing revisions. This
enables us to pay our staff fairly and helps us keep our attrition rates in
check.
We have observed a need for more productivity in our staff when they have been
assigned the same kind of work over a long period.
First and foremost, we recommend that our clients have an internal growth plan
for the offshore staff. Most of our team members are young professionals in
their prime who will look for better opportunities if they are not growing
professionally. After a year or two in the same role, team members should rotate
duties to minimize work boredom.
Our previous client had put forward his requirements, and we provided 23 resumes
to choose from after consideration. They had shortlisted 11 resumes from those,
which then moved onto the interview stage. Unfortunately, the client wanted more
from anybody.
In such situations, we always tell our clients that they analyze humans, not
financial transactions. Unlike numbers, humans are adaptable and evolving in
nature. Proper training and experience will help them to adjust and work
according to the requirements and needs of any firm.
We had faced this issue where clients, who contractually hired for part-time
work hours, allocated staff with responsibilities that couldn’t be completed
within that time frame. This forced the staff to stay overtime to fulfill their
duties.
We strongly discourage our clients from expecting staff to consistently work
overtime. We consider this unprofessional and unethical in nature and have since
encouraged our clients to hire staff full-time if need be. Having expectations
clear from the get-go helps avoid such unpleasant situations.
Some clients expect the staff, regardless of their professional background, to
deliver a perfect work output from the get-go. This is an unrealistic and unfair
demand, especially if the team member has limited experience.
We urge our clients to ensure that they hire a candidate whose skills fit into
their firm’s demands and expectations. Additionally, if they do end up hiring
someone who does not possess the complete set of skills they require, they
should bring this up with the CRM, and a development plan can be put in place.
Certain clients have previously refused paid time off for their offshore team.
We have encouraged our clients to provide the offshore team with leaves during
U.S./UK holidays and selective Indian festivals. Nowadays, professionals are
offered benefits such as WFH and scholarships in addition to better pay
packages. Paying leave is another benefit that firm owners should provide to
remain competitive.
By providing this, the staff will have an enriching work life and healthy mental
state, resulting in increased efficiency and productivity.
There have been instances where a disconnect between the client and the offshore
staff lead to a lack of efficiency and productivity.
We tell our clients that it is imperative they maintain some type of connection
with their offshore staff. Even having a ten-minute call scheduled once or twice
a week will greatly help keep track of the work at hand and maintain
accountability. This will further help in minimizing issues cropping out of
misunderstanding and miscommunication.
QUICK HIGHLIGHTS OF THE AGREEMENT
* Weekly Billing
* Replacement of staff
* Agreement period
* Data Protection & Confidentiality
* Staff working
* Unproductive Hours
* Non-Solicitation
* Overtime Charges
* PTO and Holidays
* Price Revision (Guidance)
* Our Attrition & Salary Increase
Our billing cycle is on a weekly basis. In general, for a week, i.e. (Monday to
Friday), we send the invoice through email on Monday. On Tuesday, we charge your
account. Billing Query is changed the same day in either the same week’s billing
or the next week’s billing. We do not charge any additional fees for bank
details; nevertheless, the payment gateway cost for credit cards is 3%.
If you would like to replace the remote staff for any reason, we will find a
replacement within 1-2 weeks. Current remote staff shall continue to work for
you until we find a replacement and may provide the required transition and
handholding to the new staff.
No, we don’t have any agreement period. However, you need to provide 9 week
notice period if you decide to discontinue using offshore staff.
Each party shall honor the confidentiality and data protection of the other
party’s “Confidential Information” and shall not disclose such information to
any third party without the prior written consent of the confiding party.
Neither party shall disclose any of the terms of this Agreement to assigned
remote staff or any of other employees or affiliates, except the appointed
Account Manager and person signing this Agreement on our behalf.
You will determine the exact nature of work according to your policies and
guidelines and communicate these to us from time to time. Assigned offshore
staff shall perform all work in good faith using commercially reasonable best
efforts. You assume full responsibility for the completeness/accuracy/ execution
of the information/reports or work done by assigned remote staff.
We shall designate an Account Manager to supervise and monitor the attendance
and dedication of offshore staff assigned to you. Although we designate the
Account Manager for establishing better control over work done, we assume no
responsibility regarding quality and accuracy of the work done or any
deliverable submitted or Account Manager shall not be responsible for the
accuracy or completeness of the work or review of the work done by assigned
offshore staff.
If there are any unproductive hours or you don’t have enough work to provide,
you'll be charged as per 40 hours/week or 20 hours/week as per agreement.
You and your employees agree that during the term of the Agreement and ten years
after that, you will not authorize or direct any person to solicit, induce,
recruit, encourage or take away employee or employees or past employees of the
Company and/ or its Affiliates (including Indian company), for any work
whatsoever.
We charge the same hourly rate, no extra charges!
10 PTO which are built for clients and 8 holidays which are being given. The
date of those public holidays may differ from branch to branch because of the
locality. In each state celebration of festivals is different because of the
cultural diversity of India. So you may have different public holidays in
different states.
PRICE REVISION (GUIDANCE)
This is a tentative revision in our pricing on the completion of staff tenure.
Tenure (Completion) 6 Months 1 Year 2 Year 3 Year Revision $1/hr $1/hr $2/hr
$2/hr
Tenure (Completion) 6 Months 1 Year 2 Year 3 Year Revision $1/hr $1/hr $2/hr
$2/hr
Tenure (Completion) 6 Months 1 Year 2 Year 3 Year Revision £1/hr £1/hr £2/hr
£2/hr
OUR ATTRITION & SALARY INCREASE
Year 2018 2019 2020 2021 2022* Attrition (View Reasons) 6.1% 6.3% 8.1% 12.1%
18.6% Salary Increase 17.64% 21.21% 23.75% 28.81% 53.69% Replacements (View
Reasons) 8.1% 9.2% 10.6% 14.5% 22.6%
*Numbers till May 2022
OUR OFFICES
* Current
* Upcoming
AHMEDABAD 1
Sakar - 1, Elisbridge
AHMEDABAD 2
Maradia Plaza, C.G. Road,
AHMEDABAD 3
Patel Society, Chimanlal Girdharlal rd
AHMEDABAD 4
2, Incubation Center of Calica, Ognaj
KOCHI
3rd floor, Modayil Centre Point,
INDORE
301, Bansi Trade Centre, Mahatma Gandhi Rd
JAIPUR
Plot No. 59 Nemi Nagar Vistar, Vaishali Nagar
GANDHINAGAR
Brigade International Financial Center, Gift City
VADODARA
701, K.P Platina, Race Course Rd
RAJKOT
4th Floor, Bhabha Bizz Hub
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SURAT
CHANDIGARH
NAGPUR
RANCHI
LUCKNOW
COIMBATORE
NASHIK
RAIPUR
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PHASES OF CLIENT GROWTH IN OFFSHORING
PHASE 1 - STARTING
* New to offshoring.
* Hiring 1 to 2 staff.
* Onboarding Staff.
* Understanding Best Practices.
* Learning and Building Process.
* 6 - 12 Months.
PHASE 2 - TEAM GROWS
* Hiring Expands
* Expand to Other Domains. (Audit, Tax, Accounting)
* Introducing to other Partners in firms.
* Strength Grows to 6 to 10 staff.
* Near Term Planning for Offshoring.
* Long Term Planning for Offshoring.
PHASE 3 - EXPANSION
* Team Grows
* Planning to take offshore Team upto 20.
* Retention Challenges.
* Identifying Lead from Existing Team.
* Hiring for Experienced Roles.
* Introducing other Partners in the firm.
* Hiring for a Diversified Role.
* Planning to move to DOO.
* Discussion and finalisation of DOO.
PHASE 4 - MOVING TO DOO
* Step 1 - Finalisation Requirements/Executing LOI
* Step 2 - Closing Office - Executing Agreement
* Step 3 - Office Set up - Staff Hiring Continues
* Step 4 - Freezing HR Policies/Staff Transition
* Step 5 - Moving to DOO
* This process will take anywhere from 90 to 120 days
SHORT VIDEOS AND EBOOKS FOR YOUR OFFSHORING JOURNEY
BUILT FROM PRACTICAL EXPERIENCE OF 600+ FIRMS | BEST PRACTICES | MANAGING
ONSHORE AND OFFSHORE TEAM | EXPANDING OFFSHORE
* Onboarding
* Data Security
* Expanding
* Admin Roles
* Scaling
* Integrating Teams
* CAAS + VCFO
* Issues
* Life @entigrity
WELCOME LET'S GET STARTED
This video will give you Insights on logistics and things you need to know while
interviewing and onboarding offshore staff also it will give you background on
how this entire process will work
ONBOARDING GET SET GO
User guide to have a successful relationship with having offshore staff. This
will have best practices for small and midsize firms
HIRING THE RIGHT OFFSHORE STAFF
Tips on What Experience Brackets and Hiring roles are available, it will also
help you understanding how interview process should be, to hire right offshore
staff
HIRING TEMPORARY STAFF FOR TAX
This will give you ideas on why should we plan temp hiring in advance, how this
creates a capacity, why 1-2 weeks of onboarding time is required, why process is
important for Temp hiring, why senior profile are not easy to hire and why temp
staff should be retained post season.
ACCOUNTING FIRMS ! THINGS TO CONSIDER BEFORE OFFSHORING
This will help you understanding whether you are offshoring ready or not by
technologies, whether proper agreements are in place or not, Talent and process,
why company's credibility is important, why we should consider Data security
while offshoring and why should we avoid Mom and Pop Shops
INTERVIEW GUIDELINES
It will give you highlights on Interview Steps, how you differentiate candidates
with same skill sets. This video will also highlight other considerations
6 QUICK TIPS ON INTERVIEWING OFFSHORE STAFF
This video will give you 6 quick tips on how to evaluate right candidate for the
roles that you are looking to hire whether it is accounting or non-accounting
EVALUATION OF COMMUNICATION SKILLS IN ACCOUNTING/NON-ACCOUNTING ROLES
Evaluation of communication tips on what skill set is ideal for hiring
accounting and non-accounting roles.
HIRING JUNIOR VS SENIOR PROFILES
This video will help you understand why junior roles are more important compared
to senior roles and what are the challenges with hiring senior staff.
WHY ONBOARD ONE OFFSHORE STAFF AT A TIME
This video highlights when we should onboard multiple staff together and when we
should not. It also covers why this is important for smooth operations.
6 QUICK TIPS ON INTERVIEWING OFFSHORE STAFF - BLOG
SAMPLE WRITTEN TEST QUESTIONS FOR INTERVIEW
Previous Next
DATA SECURITY & PRIVACY
This video will give you information about what are the security protocols,
certifications, compliances and Procedures we have in place.
#1 CONCERN ! WHAT WOULD MY CLIENT THINK? / WHAT WOULD MY CLIENTS THINK ABOUT
OFFSHORING?
This video will give you insights on what the clients reactions and concerns are
when you tell them about offshoring, what approach is required to address those
concerns, what are the guidelines available and how you can use it.
#1 CONCERN ! WHAT WOULD MY CLIENT THINK? / WHAT WOULD MY CLIENTS THINK ABOUT
OFFSHORING? - BLOG
#1 CONCERN ! WHAT WOULD MY CLIENT THINK? / WHAT WOULD MY CLIENTS THINK ABOUT
OFFSHORING? - AICPA BLOG
Previous Next
12 TIPS TO BUILD AND MANAGE OFFSHORE TEAMS FOR ACCOUNTING FIRMS
This video will speak more on what are the best practices After hiring offshore
staff, how to manage offshore staff, workflow, how you can integrate them, and
build a team. There are recommendations too for efficient utilisation of
offshore resources.
WHY IT IS IMPORTANT TO RETAIN YOUR GOOD OFFSHORE STAFF AFTER TAX SEASON
Why should we retain staff beyond tax season, how this impacts quality and
efficiency. This video covers multiple reasons why we should retain staff beyond
tax season and what could be challenges if we do not retain them.
HOW ACCOUNTING FIRMS ARE LEVERAGING OFFSHORING ORGANICALLY AND INORGANICALLY
This video highlights how offshoring brings multi dimensional impact on
accounting firms and how this helps you build capacity, reduce workload, get
work life balance and empowers onshore team to build deeper connections with the
clients.
INDIA VS PHILIPPINES | OFFSHORING DESTINATION FOR ACCOUNTING FIRM
12 TIPS TO BUILD AND MANAGE OFFSHORE TEAMS FOR ACCOUNTING FIRMS - E-BOOK
Previous Next
HIRING FOR CUSTOMER SUPPORT, ADMIN AND BUSINESS DEVELOPMENT ROLE
HIRING VIRTUAL ASSISTANT/EXECUTIVE ASSISTANT/CUSTOMER SERVICE ASSOCIATE FOR YOUR
FIRM
In this video you will get to know about some considerations if you are planning
to hire non-accounting roles and how it can benefit you forward.
HIRING VIRTUAL ASSISTANT/EXECUTIVE ASSISTANT/CUSTOMER SERVICE ASSOCIATE FOR YOUR
FIRM
The idea for hiring a virtual assistant, executive assistant or customer service
associate. Accounting firms especially post pandemic started offshoring for
their Admin and Virtual assistant functions along with tax, account and audit to
resolve their capacity issues when local staffing is becoming a challenge for
them.
5 MYTH AROUND - HIRING FOR NON-ACCOUNTING ROLES
HIRING NON-ACCOUNTING ROLES - E-BOOK
Previous Next
UPSKILLING YOUR OFFSHORE STAFF
3 YEAR JOURNEY OF ACCOUNTING FIRM: REJECTION TO RECOMMENDATION
This video will give you insights on key factors playing an important role while
offshoring. Tiffany has shared her experience with Entigrity and Offshore
Staffing. This is a Journey on how resistance turned into a recommendation.
3 YEAR JOURNEY OF ACCOUNTING FIRM: REJECTION TO RECOMMENDATION - BLOG
Previous Next
8 ACTIONABLE RECOMMENDATIONS ON INTEGRATING ONSHORE & OFFSHORE STAFF AND BUILD
ONE TEAM
Chris has been explaining the Actionable Recommendations on Integration of
Onshore & Offshore Team and Build One Team. This video will cover your unasked
question answers on why, how and what.
ONSHORE ANCHOR IMPORTANT ROLE
Insights on why an onshore anchor is an important link between onshore and
offshore team and who can be an Onshore anchor, what their role should be, how
he can be an advocate to offshore and onshore team.
BUDDY SYSTEM
In this video you will learn about the structuring of onshore and offshore team
for effectiveness i.e. "The Buddy System '', wherein you partner onshore and
offshore resources as buddies. You will get insights on why this is important,
how to do it and what needs to be done.
3-5 HOURS OF OVERLAP IS NECESSARY IN OFFSHORING
This video highlights why you should have at least 4-5 hours of overlap, and how
this will help the onshore team to collaborate
8 ACTIONABLE RECOMMENDATIONS ON INTEGRATING ONSHORE & OFFSHORE STAFF AND BUILD
ONE TEAM - E-BOOK
Previous Next
HOW TO IMPLEMENT SUBSCRIPTION BASED PRICING FOR ACCOUNTING FIRMS
We always want to “make more doing less”, this video will give you 7 steps on
how to get started with subscription based pricing, what factors you need to
consider while implementing Subscription Based Pricing and why?
ROLES/TASK THAT CAN BE OFFSHORED - CAAS + VCFO
If you are a VCFO / CAAS firm, there are a number of tasks that can be done
offshore. This Video will give you ideas on what can be done offshore and what
should be kept onshore. This will also give you insights on why this
transformation is important.
HOW TO SCALE CAAS + VCFO WITH OFFSHORING
This video is highlighting how offshoring is key factors for scaling up your
CAAS + VCFO services, why you should hire offshore staff and what structure
should be in place.
JODY GRUNDEN INTERVIEW ON MANAGING REMOTE TEAM
Here’s a glimpse of what you’ll learn: • Jody Grunden explains how he
transitioned his CPA firm into a completely virtual workplace in 2013 • How
working remotely allowed Jody to hire top talent and have more success within
his firm • The positive influence of diversity within a team
JODY GRUDEN INTERVIEW ON HOW TO ADD CFO SERVICES IN YOUR FIRM
This video will speak about what type of client you want and should have, what
should be the engagement value, Also it talks about considerations that help you
add CFO services in your firm. Jody speaks about his experience and structure he
has.
HOW TO RUN YOUR ACCOUNTING FIRM LIKE A SAAS BUSINESS | JODY GRUNDEN
You will learn? What is MRR in the context of Accounting firms? The benefits of
MRR for Accounting Firms? How to implement the MRR Model for Your accounting
Firms? What percentage should be of Your clients in MRR Model?
HOW TO SCALE YOUR VCFO AND CAAS SERVICES WITH OFFSHORING & ROLES AND TASK THAT
CAN BE OFFSHORED | MARTIN MOLL
HOW TO IMPLEMENT SUBSCRIPTION BASED PRICING FOR ACCOUNTING FIRMS - BLOG
ROLES/TASK THAT CAN BE OFFSHORED - CAAS + VCFO - E-BOOK
Previous Next
CLIENTS ISSUES AND STAFF ISSUES THAT WE NORMALLY FACE.
Previous Next
ENTIGRITY - POLICIES & CULTURE
These are policies and culture we will be following at Entigrity from April
2022.
KITE FESTIVALS CELEBRATIONS - 2021
Makar Sankranti or Uttarayan or Maghi or simply Sankranti is a festival day in
the Hindu calendar, dedicated to the deity Surya (sun). It is observed each year
the day Sun enters the Capricorn zodiac which corresponds with the month of
January as per the Gregorian calendar. It is observed with social festivities
such as colorful decorations, rural children going house to house, singing and
asking for treats in some areas,(fairs), dances, kite flying, bonfires, and
feasts.
REJOICE 2018
Team Entigrity went on this memorable trip to Parvati Hills, Himmatnagar to get
some respite from the busy work schedule and team play. It was great spending
the whole weekend at the Midas Touch Resort. The rains could not dampen the
spirits of the team and we enjoyed games under clouds and rains.
NAVRATRI (GARBA NIGHT) - 2018
When it comes to celebrating our festivals we leave no stones unturned to enjoy
up to the brim. Here's how we did during Navratri at the Entigrity Garba Night
2018
INDEPENDENCE DAY SPECIAL - 2021
"Ek Sur," also known as "Mile Sur Mera Tumhara," is an Indian song and
accompanying video that promotes national integration and unity in diversity.
Mile Sur was created in 1988 by Lok Seva Sanchar Parishad and promoted by
Doordarshan and India's Ministry of Information.
KIDS AT WORK - 2021
We invited our colleagues' children to be a part of their work for one day. This
day is meant to inspire kids and get them excited about their future
contributions to whatever workforce they choose to pursue. We at Entigrity
prefer to celebrate life's precious little moments, even take the time to teach
our future generation something about life. Kids at work were super funny,
exciting, energetic and the children had fun with all the games and awards.
ANNUAL MEET 2021
Annual Meet 2021 - We started with a great glance, glory, and gratitude. With
the next level of excitement and fun. Something Incredible is here. We thank
team Entigrity for their support and dedication in the most difficult times.
REVISITING OLD MEMORIES (JOURNEY 2016 - 2021)
So far, Entigrity's journey. Our 600+ family members met to celebrate the 2021
Annual Meeting.We recently had our annual meeting, which included a video of our
team family. They didn't trust in us at first, but we were ambitious back then,
as We are now ambitious. Our team members' most amusing and memorable moments.
The EPL has grown from two to twelve teams. Last year's epidemic separated us
from office but brought us together in spirit.
RAKSHABANDHAN CELEBRATION AND FOOD DISTRIBUTION DRIVE - 2021
Raksha Bandhan is a popular, traditionally Hindu, annual ceremony, which is
celebrated in South Asia, and in other parts of the world significantly
influenced by Hindu culture.On this day, our foundation team visited an area in
Ahmedabad to celebrate Raksha Bandhan and tied an amulet, and celebrated with
them. We gave out almost 450+ presents and 170+ food packages to the less
fortunate people in society.
ENTIGRITY OFFICE OLYMPIC 2021
While work is always the priority at the office, occasionally employees simply
need to get away from the heat and strain. As everyone is aware, the "Tokyo
Olympics 2021" will begin on July 23, 2021. So, from July 26th to July 30th,
2021, we held “Entigrity Workplace Olympic 2021” in our office. We ran it with
passion, beginning with Archery, Shooting, Weight Lifting, and Table Tennis. The
Entigrity Olympics had almost 300 participants.
ENTIGRITY NAVRATRI CELEBRATION - 2021
Entigrity celebrates "Navratri" with decorations, prayers, games, activities,
and Garba! All checked and now heading to a fantastic Navratri!
ENTIGRITY KARWAAN (TEAM OUTING) - 20211
Team outing to rest, revitalise, and engage in some fun team activities. Team
Entigrity embarked on this wonderful vacation to Riviera Madaar Resort in
Udaipur, Rajasthan "Padharo Mahare Desh" to take a break from the hectic work
schedule and to indulge in some team play.
ENTIGRITY - BELLA CIAO (SPECIAL VIDEO) - 2021
This video is just for entertainment purpose. If the original owner of the song
wants us to remove it, please contact us before putting any copyright strike on
the video. We'll remove it as soon as we can. Thanks.
ENTIGRITY JALSA (FAMILY DINNER) - 2021
Office celebrations range from monthly birthday parties to business awards and
team outings to Jalsa parties. The advantages of the celebrations extend beyond
the enjoyment of the party. Employees obtain intangible incentives from group
events, like as recognition, which aids in team development.
ENTIGRITY BADMINTON - 2021
Entigrity hosted a Badminton Tournament, and it was fantastic to get up early
and warm up the body for an intense badminton championship. Everyone performed
admirably, and the winners won gold medals. Congratulations to all of the
tournament winners!
HAPPY NEW YEAR 2022
Entigrity in Year 2021, We have evolved from 800 team members in 2020 to over
1300 team members globally. Despite the impending epidemic in 2020, we continue
to spread our wings and make significant strides toward prosperity.
ENTIGRITY SAFARNAMA (TEAM OUTING) - 2021
The most anticipated team excursion of 2021. Maybe it's office outings or a
one-day team picnic, people enjoy it all. The benefits of celebrations go beyond
just having a good time. The fun with team members was amazingly full of
activities, starting from Bike Rides, enjoyment in Bus to the volleyball
tournament, and, last but not least, the DJ party and meals. Everyone was pumped
and eager to participate in all of the games and activities. The event went off
without a hitch on all fronts, and everyone had a terrific time.
ENTIGRITY REPUBLIC DAY 2022
Since 1950, every year January 26 is celebrated as Republic Day in India.
It was on this day in 1950 that the Indian Constitution came into existence. We
at Entigrity proudly celebrated India's 73rd Republic Day by adding more colors
to life and thanking those who sacrificed lives for us.
Team Entigrity is always innovative and creative to celebrate all events and
festivals.
We have made this medley in Entigrity Version. All these are Indian songs that
indicate "Let there be victory", or "May there be victory".
REWARDS & RECOGNITION DECEMBER 2021
Employees would like to be treated fairly, to contribute significantly to the
company, and to be recognized and rewarded for their efforts. We are
consistently amazed by your performance. Keep up the great work! It’s incredible
to see you consistently pushing the bar.
ENTIGRITY DIWALI CELEBRATION - 2021
Diwali symbolizes the spiritual victory of good over bad with the victory of
light over darkness. We celebrated this Diwali by making Rangolis and decorating
the office, and having fun games with the Diya decoration competition. Watch the
video to see the glimpses of Entigrity's Diwali celebration 2021.
GROWTH AND EXPANSION OF VADODARA OFFICE | 6 TO 60 ENTIGRITIANS
It's our immense pleasure to celebrate a very exciting milestone at our Vadodra
Office. It has since grown from a team of six to a diversified team of 60
people. We work hard, believe in family values and celebrate success of each
team member maining a good work-life balance.
ENTIGRITY KALAKAAR - HIDDEN TALENT OF ENTIGRITIANS - 2022
Entigrity Kalakaar is a subgroup of Entigrity Events, which is a showcase where
Entigritians may exhibit their hidden talent. It showcases how well Entigritians
can perform music, dance, sing, sketch, stand-up comedy, calligraphy, and other
creative acts. Entigrity kalakaar focuses on each Entigritian's talent and helps
them achieve their goals.
WOMEN'S DAY (ENTIGRITY SHAKTI - THE ROAD TO GLOBAL EQUALITY) - 2022
To mark International Women's Day, we organized an event "Entigrity Shakti"
(“Shakti” in English means power), celebrating and cheering to powerful spirits
of women at Entigrity with the theme "Break The Bias," and everyone had a
fantastic time. Women had a great time, from the welcoming drinks to the rock
and roll on the floor. They were dancing, singing, engaged, and entertaining.
ENTIGRITY - POLICIES AND CULTURE.
Previous Next
FAQS
Previous Next
FAQS
* Terms of Agreement
* Billings & Payments
* Data Security | Confidentiality
* Interview | Hiring
* Onboarding | Working
* Temporary Offshore Staffing
* Regular Offshore Staffing
* Best Practices of Offshoring
* About Entigrity
* Why India
* Policies @Entigrity
* Community Connect
* Offshore Staff Working
* Entigrity Learning Academy
* Post Pandemic
* Outsource vs Offshoring staffing
* General
* Staff Replacement
* Miscellaneous
* Other FAQs
HOW DO I PAY THE OFFSHORE STAFF?
All of our employees (your offshore staff members ) are on our payroll. So,
you'll be paying us directly and then we will be providing them their salary. We
are like any other 1099 contractor for you. We take care of all payroll,
overheads etc.
ARE THERE ANY LOCK-IN PERIODS?
No, there are no lock-in periods working with Entigrity. However, we have a
provision of notice period, depending upon the roles and their experience level.
For basic profiles ranging an experience level of 1-3 & 3-5 years, we require 9
weeks of notice period, in case you decide to discontinue our services. Notice
period would be separate for each remote staff that you have hired.
WHAT'S NOTICE PERIOD ?
The notice period is defined as the time between receiving the dismissal letter
and the conclusion of the last working day. This allows time for us to find you
a suitable replacement and for them to find a new position. The notice period at
Entigrity lasts for 60 days (2 months). Whatever the reason, it is imperative
that you reach out to your account manager and inform them that you would like
to terminate services with a specific associate or multiple associates. While
serving the period of notice, you will be required to pay the staff and in the
mean while, you can continue to avail their services. If you are looking to
terminate multiple associates, this notice will be applicable to each of the
terminated staff members. You may questioning on the necessity of such a notice
period. This is because as per Indian Employment laws and our internal policies,
we are required to provide our staff with a notice period of 60 days. After
completing the notice period of 60 days, you no longer have any obligations for
that specific associate. This is essestially only on agreement terms with
Entigrity.
ARE THERE ANY PROFESSIONAL LIABILITY OR CYBER INSURANCE COVERAGE, IN THE CASE OF
DATA BREACH OR VIOLATION?
In 8 years of our working so far their has not been a single case of claim of
data breach. However we do have Professional Liability Coverage for Indian and
US entity and Cyber Insurance for both Indian and US entity as well. Upon
request, we shall be able to provide you with a copy of the same.
ARE THEIR ANY CLAUSES ON DATA PROTECTION OR CONFIDENTIALITY IN AGREEMENT ?
This agreement binds us to protect your information and we have data protection
clauses in them. This should be classified into the Data Protection privacy
category as well rather than the terms of the agreement. This agreement
basically holds us liable in the instance that there is a violation of the trust
or breach of privacy from our end. It provides you with recourse on us. The
agreement imposes an obligation on us to protect your confidentiality and
privacy. This symbolizes our commitment to maintaining the trust of our clients,
which is one of our most important organizational principles. Each party shall
honor the confidentiality and data protection of the other party’s “Confidential
Information” and shall not disclose such information to any third party without
the prior written consent of the confiding party. Neither party shall disclose
any of the terms of this Agreement to assigned remote staff or any of other
employees or affiliates, except the appointed Account Manager and the person
signing this Agreement on our behalf.
WHAT ARE HIRING OPTIONS ?
You can hire any staff for a minimum of 20 hours/week or 40 hours/week.
CAN I HIRE SOME FULL-TIME AFTER HIRING PART-TIME ?
You totally can! Provided that they have the availability. While working with
our clients, we want to have the flexibility of part-time hours. Our team
members are full-time employees of Entigrity which means that while they are
working for you for the stipulated hours, the rest of the time, they could be
working or interviewing with another firm. It becomes difficult for an associate
of your choice to scale up from 20 to 40 hours if they are already working with
another firm. This is unless they themselves choose to take up working overtime
for 60 hours a week which many are ready to do on a consistent basis. This is
another instance wherein you would reach out to your account manager to
ascertain the available options. In the case that the association does not have
any more availability, the account manager would review your options such as
bringing on another part-time associate. Your best bet is to start with 40 hours
a week because this ensures that they are dedicated to you. There is also the
option, upon request to your account manager, to scale back the hours to 20/week
during slow times while retaining the other 20 hours for when you're ready to
scale back up.
WHAT DOES THE NON-SOLICITATION CLAUSE IN THE AGREEMENT MEAN?
The terms non-solicitation, which has been included in our agreement means that
during the term of the Agreement and ten years after that, your firm cannot
directly or indirectly transact or work with our employees. You will not
authorize or direct any person to solicit, induce, recruit, encourage or take
away employee or employees or past employees of our Company and our Affiliates
for any work whatsoever.
WHAT IS THE PERIOD FOR AGREEMENT ?
No, we do not have any agreement period. However, you need to provide 9 week
notice period if you decide to discontinue using offshore staff if you are
planning to terminate the services of any of the offshore staff hired through
this agreement.
CAN WE UPDATE THE TERMS OF AGREEMENT ?
Suggested language changes can be brought up to our legal team. We do not
promise the implementation of all suggested changes. However, you can be assured
that all your suggestions will be thoroughly considered and reviewed. In case of
any update on terms of engagement post signing we shall be notifying you the
same by email.
IF I AM SIGNING UP FOR MULITIPLE STAFF HOW WOULD THE TERMINATION WORK?
Each associate has their own agreement between the Client and Entigrity. You can
reach out to your Account Manager and put in the notice of termination of 60
days for each associate. So for example, if you hired 10 people and needed to
let go of 2 you would reach out to your account manager to put two separate
notices. The 2 will work for you until the completion of the notice period post
which you will no longer have any responsibility to them. You are free to
terminate any number of associates you wish, all that is required is that you
inform us of your choice and how you wish to move forward with their
replacements. The terms and conditions for each of the staff members will be the
same.
WHAT IS THE BILLING FREQUENCY?
It’s weekly billing. Our Billing automatically hit's your bank accounts every
Week/month if you have provided your credit card or ACH information. (Your
information is secured with us and not used anywhere). We have a weekly billing
cycle and you'll be getting the invoice on Monday of every week,
WHEN WILL OUR BILLING START?
Your billing will begin only when you have confirmed the staff and confirmed
it's hiring through staff confirmation which forms part of the agreement. From
the day staff starts working for you. Typically the bill is due within 7 days of
raising the invoice.
ARE THERE ANY SET UP FEES/OTHER CHARGES APART FROM HOURLY RATES?
No, there are no hidden charges or any kind of setup fees. We provide
free-of-cost onboarding which includes the IT Setup part as well. However, we
have two modes for payment: ACH and Credit Card. In the case of payment using a
Credit Card, there is a service charge of 3%, which is charged by the billing
gateway.
HOW MUCH AMOUNT I WILL BE BILLED ?
Our hourly rates start at $10/hour and vary as per positions and the hiring
models. Same shall be confirmed to you in the staff confirmation email sent to
you. So you shall be billed by the hour. For Example if you have hired someone
for 20 hours/week for $10/hour then you will be billed $200/weekly.
WILL I BE CHARGED IF I AM NOT ABLE TO GIVE WORK FOR THE HIRED HOURS ?
Yes, you will be charged for the hours you have hired, in spite of you are not
able to provide the work. If you're having trouble reaching the minimum billing
hours with us, you can always reach out to your account manager for ideas and
options. You can always reach out to the account manager and talk to staff
members about what more work can be allocated in accordance with their
willingness, interest, and expertise. We have a wide pool of content available
in our Learning Academy which can be utilized for the learning and development
of staff members. Contact our account manager to know further.
HOW DO WE PAY YOU?
It will be auto debited from the card/bank details you’ll provide during the
sign up process.
WHAT ARE THE USUAL FEE REVISIONS?
Our usual price revisions are as per the following schedule: Tenure as per
completion of the staff working with you and the amount of price revision we
take are as follows.
(This is a our usual price revision on the completion of staff tenure we may
alter it by communicating over emails)
Tenure (Completion) Revision 6 Months $1/hr 1 Year $1/hr 2 Year $2/hr 3 Year
$2/hr
(Thereafter $2/hour annually).
IS YOUR COMPANY GDPR COMPLIANT ?
Yes, we are GDPR compliant. We have all of our associates working within our
offices and do not have a work-from-home policy. The biggest part is that we
never store any data at any point in time. To be transparent in our operations,
we do live virtual tours and we've had several clients visit our offices too! We
have IT policies, procedures,protocols in place and never had a breach in our
history. For more information reach out to our Data Protection Officer (DPO)
Mukund Patel at “mukund@entigritystaffing.com”
HAS THERE BEEN ANY INCIDENCE OF DATA BREACH IN THE HISTORY OF YOUR COMPANY ?
We provide you an undertaking in our contract, protecting your data, privacy &
confidentiality in writing. So in case that happens, you have stronger recourse
against us (although this has never happened in the history of 8 years of our
business).
DO YOU ALLOW 'WORKING FROM HOME?'
At Entigrity we don’t allow work from home. We would never risk a client’s
information at the cost of flexibility. Before you partner with anyone for
offshore staffing please check their WFH policy and IT Policy. However, since
the pandemic, we have, on an occasional basis, with client approval under
exceptional situations such as a medical situation or emergency of female
pregnancy, allowing work from home.
WHAT DOES ISO 27001 STAND FOR?
ISO 27001:2013 is an internationally recognized Information Security Standard
published by the International Organization for Standardization. This
certification is awarded to the exclusive organizations that comply with the
information security guidelines of ISO and strictly abide by it at all times.
Entigrity is one such organization with this certification.
ARE THERE ANY PROFESSIONAL LIABILITY OR CYBER INSURANCE COVERAGE, IN-CASE OF
VIOLATION OR DATA BREACH?
At the time of signing up the contract, we provide our commitment to safekeeping
client data in a written undertaking. We take every measure to honor it. In
case, we fail (we haven’t yet so far) at some level or a violation still occurs,
a client is entitled to proceed legally. However, there has never been such an
incident of any breach in data security, which in itself speaks volumes about
the level of commitment we show towards the protection of confidentiality that
we are trusted with.
WHAT CERTIFICATION DO YOU HAVE FOR DATA AND INFORMATION SECURITY COMPLIANCE ?
We are ISO 27001:2013 certified organization for data security and
confidentiality. ISO 27001 is Information Security Management Standard. Also, we
are GDPR compliant and also approved by the IRS for continuing education. And
you are more than welcome to visit our offices in India or easier way, you can
take a video tour.
DESPITE TAKING ALL MEASURES, DO I STILL RUN A RISK OF DATA BREACH OR
CONFIDENTIALITY BREACH?
Theoretically, yes, however, your risk needs to be measured in relative terms
i.e. Offshore staffing is a cost-effective and easy solution to local staffing
challenges, so now you need to analyze if offshore staffing increasing risk?
Here is the detail on practices followed by us on data security.( click here).
Hypothetically you run similar risk with you local staffing working either
remotely or from your office. Atleast with us you have a contractual commitment
of data security and you have seen our practices of No Mobile, CCTV Survelliance
etc that mitigates your risk.
WHAT IF THE OFFSHORE STAFF TAKE A PHOTOGRAPH THROUGH THEIR PHONES OR SOMEONE,
UNAUTHORIZED, ENTERS AND TAKES A PICTURE OF SENSITIVE DOCUMENTS?
It can’t happen because mobile phones aren’t allowed in the work area, they have
to be kept in a locker before entering the workplace. Also, all entries and
exits are key cards enabled and the entire facility is under CCTV camera
surveillance that is monitored 24x7. There is a strict surveillance to mitigate
such risks. We have also implement employee monitoring system on their
workstation as additional layers of protection.
WHAT IS THE IT SETUP LIKE WITH ENTIGRITY?
The IT setup is very simple, safe, and secure. Your data isn’t going to move at
all. We’ll set up remote login and your offshore staff will log in to your
workstation to do the work and log off when done. No back and forth data
transfer are involved, so technically your data never leaves your office.
DO YOU GRANT ACCESS TO THE PHONE FOR 2 STEP AUTHENTICATION?
We provide feature phones, and in case of two-step authentication is required,
we provide smartphones but only on approval of the client. However, under no
circumstances, personal phones are not allowed. You will have connect with your
account manager for the same.
CAN’T THEY COPY ON THEIR LOCAL COMPUTERS, OR JUST COPY ON A PIECE OF PAPER?
To begin with, all our work area in the office is paperless. We have also
installed remote monitoring software. We do not allow pen-paper-any stationery,
digital computer printers, personal mobile phones, or portable storage devices
into the work area. The USB ports are disabled for data transfers. No staff has
access to personal emails, social media, or any such means that can facilitate
transferring sensitive data. The emails, folder systems, and internal servers at
the office are continuously monitored by the in-house IT department for
inconsistency. There are no printers connected to our internal network, hence,
we eliminate the chances of taking data out of the office by any means either
electronic or printed. It is like your own office where the data never leaves
the premises.
HOW DOES YOUR STAFF RESPECT THE PRIVACY OF INFORMATION THEY HANDLE?
Before we hire someone, we carry out background checks and go through the
references of previous employers about the person’s conduct at the past
organization if any. While joining the organization, every employee has to sign
an undertaking that states that he/she will respect the privacy of the client
data being handled. Additionally, he is legally bound to do so, and there could
be legal actions against an employee if inconsistencies are discovered from
his/her end. So far, none of our employees have disappointed us in this regard.
Also, we provide orientation on "why it is important to respect the trust
reposed on us by clients".
DO YOU HAVE CLOSE CIRCUIT CAMERAS FOR SURVEILLANCE?
Yes, our entire premises are covered under security cameras both from exterior
and interiors. In fact, every cabin inside the office has 2 cameras fixed for
better visibility of the happenings and monitoring against any untoward
incidents. These cameras are operational on a 24X7 basis.
CAN I GET AN OFFICE TOUR?
Of course! We would be more than glad to be your hosts and welcome you with our
hospitality. We believe it is always better to see to believe. By visiting us,
you not just see the whole infrastructure and security setup, but also get to
know how things actually work at our office. Few of our clients have visited us
in the past, and have had happy memories. You can view our online reviews for
references.
WHAT IF THERE IS DATA BREACH OR VIOLATION?
In 8 years of our work so far there has not been a single case claim of a data
breach. However, we do have Professional Liability Coverage for the same. On
request, we will be happy to share a copy of it with you.
HOW TO START THE WORK?
Our Account Manager and Resourcing specialist will get in touch with you and
help you navigate the hiring of new staff members. They will send you a resume
and move forward from there. Click here to watch a complete video how you can
start your journey with options staffing.
WHAT DOES YOUR ONBOARDING PROCESS LOOK LIKE?
User guide to have a successful relationship with offshore staff. This video
will give you an idea about how to onboard new offshore staff.
HOW TO HIRE THE RIGHT OFFSHORE STAFF
Tips on what experience levels and hiring roles are available, Watch this video
as it will help you understand how the interview process should be in order to
hire the right offshore staff
HOW TO HIRE TEMPORARY STAFF FOR TAX SEASON
You should plan temp hiring in advance, Temporay tax staffing will create a
capacity, 1-2 weeks of onboarding time is required, Senior profile are not easy
to hire and why temp staff should be retained post season. Watch this video to
understand the process how you can grow your firm during busy tax season
WHAT ARE THINGS TO CONSIDER BEFORE OFFSHORING?
This video will help you understanding whether you are offshoring ready or not
by technologies, whether proper agreements are in place or not, Talent and
process, why company's credibility is important, why we should consider Data
security while offshoring and why should we avoid Mom and Pop Shops
WHAT ARE THE INTERVIEW GUIDELINES
Interview Steps
1. Sharing Resumes
2. Schedule Interview,
3. Interview and Testing
4. Selection and Staff Confirmation and
5. Onboarding of Staff,
How you differentiate candidates with same skill sets. This video will also
highlight other considerations.
WHAT ARE SOME HELPFUL TIPS TO INTERVIEW OFFSHORE STAFF?
Interviewing people whether onshore and offshore is pretty similar. When you
specifically interview offshore staff for your accounting firm, there are some
differences that you should keep in mind. Watch this video and check out the 6
quick tips for Interviewing offshoring Staff
HOW TO EVALUATE COMMUNICATION SKILLS DURING THE INTERVIEW PROCESS?
Proper evaluation of communication skills is ideal for hiring accounting and
non-accounting staff. Watch this video to get some tips around this.
HOW TO HIRE JUNIOR VS SENIOR PROFILES?
To understand how junior roles are more important than senior roles and
challenges associated with hiring senior staff watch this video.
WHY SHOULD YOU HIRE ONE OFFSHORE STAFF AT A TIME?
If you are new to offshoring, gradually hire one staff member at a time because
that will help you understand the onboarding challenges, processes that need to
be implemented, typical onboarding time, by when the staff can start working
independently, training requirements, work evaluation and the right
expectations. Watch this video to learn more.
CAN I HIRE DURING TAX SEASON? CAN I RETAIN STAFF BEYOND THE TAX SEASON ?
The tax season rush isn't usually the best judge for assessing offshore
staffing's long-term benefits, especially if you've only recently begun this
year's tax season. Accounting companies are increasingly bringing in additional
offshore staff to help with 0capacity challenges. Read this blog to learn why
you should retain your offshore workforce beyond tax season.
WHY YOU SHOULD NOT HIRE SOMEBODY WITH FULL OVERLAP OR WORK ON A GRAVEYARD SHIFT?
In exceptional cases, they make themselves available but working a complete
night shift invites a lot of health issues and impacts the quality and
productivity of staff. Also, people working in complete night shift tend to
leave their job frequently though we never advise that.
CAN OFFSHORE RESOURCE JOIN OUR STAFF MEETINGS TOO?
Yes, they can join meeting like regular staff members. Also, you should always
treat them just 'like your own staff'. Most successful casestudies of offshoring
are the one where they have worked closely with onshore teams.
WOULD THE OFFSHORE STAFF COMMUNICATE WITH OUR CLIENTS?
An offshore staff member for accounting roles are not typically client-facing
roles so if you want to go with communication with your clients is then you
should hire a virtual assistant or customer service executive that can help you
to communicate with your client. Communication is key in any sort of
relationship. Since we are working miles away, It is very important that we
evaluate candidates with the right communication skill because we will be
interacting with them daily or frequently. There are different communication
skill sets required in Accounting and Non-accounting roles. Here is a short
video that will give you more insights on how to identify the right candidate
for accounting and non-accounting roles.
WHAT IS THE IMPORTANCE OF AN ONSHORE ANCHOR?
This helps build and reinforce trust between onshore and offshore teams. Watch
this video to learn more.
IS IT DIFFICULT TO HIRE SENIOR POSITIONS?
Senior positions are very high in demand and the onboarding period is 4-8 weeks
if at all they are available. Since the pandemic, the difficulty has been
increased due to a sudden surge in staffing demands.
WHAT ARE THE ADVANTAGES OF HIRING A FULL-TIME STAFF MEMBER FOR 40 HOURS PER
WEEK?
The benefit of hiring a full-time employee for the entire year is that you get
to keep the same staff that has been trained by your processes and has the
experience to work in your firm. It is possible that you will not have enough
work to assign to your offshore staff at times, but if an unexpected task
arises, you will always have a staff accessible to begin work immediately. Watch
this video of one of our clients Kim dollin from Somerset.
WHAT ARE THE CHARGES OF OVERTIME?
We charge the same hourly rate, no extra charges! Occasionally if they do
overtime, we do not charge for it. Typically they offset gains on the regular
days by going early or coming late. However, during tax season or peak season,
if they are working overtime, we do charge for it. But the overtime rate will be
the same as the hourly rate (unlike the requisite and one and half times extra
that is the standard US practice).
WHAT ARE THE THINGS THAT YOU PROVIDE TO OFFSHORE STAFF?
They’re provided with the complete desktop with dual monitors, headphones,
high-speed internet, and relevant software as per the needs Anti-virus
installed, firewall-protected network, etc,
WHAT IS OUR MINIMUM HIRING CRITERIA?
We have a reliable sourcing team that seeks out candidates with at a minimum a
bachelor’s degree and at least 2 year of experience in accounting and Tax in
public accounting India. We don't hire interns or graduates and all candidates
are put through a thorough reference check of their records and rigorous test
before they get hired.
WHAT IF I DON'T LIKE THE STAFF I HIRED?
As you know Offshore hiring is a long-term process, before reaching any
conclusion give it some time and effort to adapt to your system the same way as
you will do if you hire anyone onshore. Whenever accounting firms come to the
conclusion without giving it the required time to adjust, they are on the high
jump. However, if you don't like to hire. We have a simple 2 months notice
period, within this notice period, you can just close the contract. However, if
you want a replacement, we can provide you.
DO OFFSHORE STAFF KNOW THE SOFTWARES?
Absolutely Yes. For the past 8 years, Entigrity has staffed 2000+ accounting and
tax professionals for CPA & tax firms having knowledge of QBO/QBD, Xero, Drake,
Lacerte, Ultratax, Pro series, CCH Axcess, Bill.com, Jetpack, Gusto, or any
other software. So we may be able find some with specific knowledge of software
or else we can have them trained.
CAN WE SWITCH BETWEEN TWO POSITIONS?
You can switch between 2 positions but that will be a separate hire, If you want
to switch you have to pay for notice as well.
DO WE GET TO INTERVIEW AND CHECK A CANDIDATE’S
QUALIFICATION/COMPETENCY/EXPERIENCE BEFORE WE HIRE?
Yes. Soon after the agreement sign-up, we provide the client with resumes of
such candidates who match the criteria specified by him. We arrange for the
video interviews at the client’s preferred time (and online tests if required).
This process is transparent and conducted to let our client choose the best
person according to requirements.
FOR WHICH POSITIONS DO YOU PROVIDE THE STAFF?
We work only with accounting firms. We staff for roles in Accounting & Advisory,
Audit & Assurance, Tax, Non-Accounting roles, and other categories. The brief
details are given here.
WHAT IS YOUR LEAVE POLICY AND CHARGES FOR IT?
The leave policy consists of 10 paid time offs, and 8 public holidays per year.
Same shall be charged to clients as well. If any leaves taken over and above
this are taken for medical reasons they would not be charged to clients and
Entigrity will be solely responsible for the same.
CAN I GET SOMEONE WHO CAN WORK ON MY TIMINGS WITH FULL OVERLAP?
Yes, We can provide you staff with full overlap. However that would cost $1 or
$1.5 extra, because they will work mid-night and we have to provide them night
allowances. We don't recommend staff working full overlap in graveyard shift.
WHAT ABOUT HAVING CONTROL AND REPORTING OVER STAFF THAT SITS THOUSANDS OF MILES
AWAY?
Direct control and reporting are of utmost importance and that’s why Entigrity
provides you with staff that works dedicatedly with you. Let’s say you hire
part-time staff for 20 hours/week. Your staff will work only for you during the
designated hours and will report directly to you and follow your firm’s policies
and protocols.
WHAT ARE THE TYPICAL ISSUES WITH STAFFINGS & HOW DO WE RESOLVE IT?
Staffing, whether local or offshore will always have little challenges, on
leaves, work accomplishments, staff management, training, staff learning and
role, productivity, etc. Since the last 3 years, we have seen a significant
increase in client satisfaction as we introduce the role of “Account Manager”.
Although offshore staff would be directly working with you and would work under
your control and management. However, an Account Manager is like your HR
offshore for your offshore staff or team. Account Manager endeavor would be to
provide you with unbiased advice in the best interest of the firm and make
building and managing the Offshore team a successful and happy experience.
WHAT IF I DO NOT LIKE OFFSHORE STAFF AFTER WORKING FOR A FEW DAYS?
There are less chances of it happening, because a candidate is selected only
after a personal interview and checking eligibility by the client themselves.
However, in a rare scenario, if you don’t wish to continue working with the
staff already working for you, we will replace him/her. This process may take a
maximum of 30 days.
HOW DO YOU TAKE CARE OF YOUR BACKGROUND NOISE?
As we work on our desktop, there's a technical glitch in the zoom, that
automatically picks up the default microphone, due to which background noise can
be heard. But we have given noise cancellation headsets to everyone, so in case
you receive any background noise, just tell a staff member to change the audio
settings to noise cancellation headsets given to them from the webcam audio and
then you will not have background noise at all.
WHAT ARE WORK TIMINGS? HOW DO YOU MANAGE THE TIME ZONE DIFFERENCE?
Normal shift/work timing for full-time staff is 3 AM to 1 PM irrespective of
time zone (inclusive of 30 minutes of meal break and two 15 min for coffee
break). This allows for 3-4 hours of overlap between your office timings and the
staff working for you. Please note that since they start work at 3 AM, so you
may assign work in the evening and meanwhile you come to the office in the
morning, most of the work is done. However, these timings can be made flexible
and matched according to your office hours, but that might cost you extra, as
such staff needs to be paid midnight allowances and other facilities.
HOW LONG DOES IT TAKE TO HAVE SOMEBODY ONBOARD AND START WORKING FOR ME?
It takes anywhere between 7 – 30 days to get staff on board and start working
for you, this time variance depends on the availability and the skillset
required in a candidate as specified by a client.
AM I LOCKED IN WITH THE AGREEMENT ONCE I SIGN UP?
NO, we proceed with the interviews after signup, here you interview and test the
candidate to check for his/her experience and qualifications before finally
hiring. This can take at most 30 days. After this time, in an unlikely case if
you do not find any suitable candidates you can inform us and ask to cancel the
agreement.
DO WE GET TO INTERVIEW AND CHECK A CANDIDATE’S
QUALIFICATION/COMPETENCY/EXPERIENCE BEFORE WE HIRE?
Yes. Soon after the agreement signup, we provide the client with resumes of such
candidates who match the criteria specified by him. At the client’s preferred
time we arrange for the video interviews (and online tests if required). This
whole process is transparent and conducted in order to let our client choose the
best person according to requirements.
WHAT IS YOUR INTERNAL HR PROCESS – HOW DO YOU IDENTIFY A CANDIDATE AND CHECK
THEIR COMPETENCY?
Our internal HR and hiring process is very rigorous so that we qualify as best
at the expectation of our clients. We carefully screen the resumes of the
applicants and conduct background/reference checks upon the shortlisted
candidates. This is followed by Technical and HR rounds of interviews. There are
other aptitude tests too which include typing speed & accuracy, English speaking
& writing skills, and technical test in relevant fields. This is how we create
our own candidate pool before we share the resumes with potential clients. Apart
from that, we have a signed agreement with each candidate which assures long
term association with us as well as a pledge to keep office data confidential.
WHAT IS YOUR IN HOUSE ATTRITION RATE AT ENTIGRITY
The attrition rate at Entigrity has been below 10%. Our HR policies are robust,
ensuring the least gaps. Whenever a new employee joins, he signs a contract for
a minimum of 3 years of association. In special circumstances, sometimes we do
allow to leave earlier than that. Also, Entigrity is one of the preferred local
employers because of the multiple facilities we provide, including cab, medical
insurance, meals at the office, regular recreations, and several other benefits
to prolong the employer-employee association.
HOW DOES INTERNAL HIRING WORK?
We pre-screen the candidate with a background check and test their accounting &
communication skills before onroling them.
CAN I GET THE INFORMATION ON BACKGROUND CHECK OF THE CANDIDATE THAT I'M GOING TO
HIRE?
That is done for our internal assessment through third party private agencies.
We then get a clearance certificate from them which allows us to proceed with
our screening process
DO YOU TRAIN YOUR STAFF MEMBER ONCE THEY ONBOARD?
Yes, any new staff member that joins has to undergo training of 3 months where
they are categorically trained on Accounting Industry, how accounting firm
works, domain training of accounting, auditing and tax. (Which they opt-in). And
relevant accounting technology and softwares.
WHICH ALL POSITIONS CAN I HIRE FOR TEMPORARY STAFFING?
You can hire a temporary staff, throughout the year, for all the Tax related
requirements. The most common requirements, which we recieve, are : Tax
Preparers, Tax Accountants & Tax Reviewers.
WHAT ARE THE QUALIFICATIONS OF YOUR TEMPORARY STAFF?
We have primary filtration criteria, wherein we keep a bachelor's degree as our
first validation while hiring a new staff. Also, we avoid hiring any fresh
graduates as their lack of experience & exposure might hamper the quality of
service. So, we hire employees with a minimum of Bachelors degree along with
relevant experience in the Global Accounting Industry.
CAN I GET A PART TIME STAFF, ONLY FOR TAX SEASON?
Yes, you can definitely have a Temporary staff only for the Tax season. We
provide Temporary staffing throughtout the year with a minimum commitment of 13
weeks. You can plan your staffing needs as per your deadlines and workload at
any point of time.
WILL I BE ABLE TO EXTEND THE HOURS OF A TEMPORARY STAFF FROM PART TIME TO FULL
TIME?
As we provide the staff member with another assignments in case he/she is
working for a part time project, we need to check their availability and then
update the clients regarding the possibility of extension in hours. Therefore,
we are unable to commit it right away and we suggest you to hire a staff for
full time and assign other tasks as well.
HOW SOON CAN I ONBOARD A TEMPORARY STAFF?
We usually take 2-4 weeks to onboard a temporary staff member on our client's
team, post the date of signing up with us. This onboarding time includes the
sourcing of resume, interviewing the candidates and setting up the technical
logistics post finalizing the staff member.
HOW LONG IS THE COMMITTMENT WITH TEMPORARY STAFF?
If you want to hire temporary staff, the minimum commitment is 13 weeks. It is
best to hire regular staff and assign them several tasks since they will be more
productive because they have previously worked with you and are familiar with
your processes.
CAN I GET THE SAME STAFF NEXT SEASON?
Yes, that is a possibilty but since that staff member will be working with
another client post completion oy your team, there's also a possibility of him
being the permanent staff for that client. In that case, we won't be able to
provide you the same staff. So, we are unable to commit it right away as it will
be depending upon the availability of that staff.
CAN I RETAIN TEMPORARY STAFF DURING THE OFF-SEASON?
Yes, if you like the staff, you can certainly retain them and update us in
advance so that we don't commit to any other clients.
WHOM SHOULD I REACH OUT FOR ANY QUERIES RELATED TO THE SERVICES?
You’ll be assigned with a Dedicated Account Manager, who will be your go to
person, for any service related inquiries. This Account Manager becomes your
single point of contact, on behalf of Entigrity. You can raise any requests,
concerns, queries or suggestions to your account Manager and he/she will be glad
to assist you.
HOW DO I SIGN UP?
We have a very simple sign-up process, where you can just enter a few details
and start exploring the wide range of Talent Pool at Entigrity. For signing up
with us, you can scroll at top of this page and click on "Online Sign up" button
and enter the required details, to enable us for sourcing the perfect fit staff
as per your requirement. For the ease of your reference, Here is the video you
can watch for the sign up process.
WHAT IS THE NEXT STEP AFTER SIGN UP?
After you sign up, a representative from our sourcing team will contact you
within 24 hours to set up a meeting along with your dedicated Account Manager,
so that we can learn more about your needs and provide CVs of the relevant
candidates for you to interview, based on the job descriptions provided from
your end. Thereafter, your Account Manager will guide you through the entire
process and help you with a smooth onboarding process a staff member on your
team.
WHAT WILL BE THE BASIC QUALIFICATIONS FOR THE CANDIDATE I’LL INTERVIEW?
We have a primary filtration criteria, wherein we keep bachelors degree as our
first validation, while hiring a new staff. Also, we avoid hiring any fresh
graduates as their lack of experience & exposure might hamper the quality of
service. So, we hire employees with a minimum of Bachelors degree along with
relevant experience in the Global Accounting Industry.
WHAT HAPPENS IF THE OFFSHORE STAFFING MODEL DOESN’T WORK OUT FOR ME?
To make this work for your firm, you must establish appropriate expectations for
the job and the profile, implement correct internal protocols, and establish an
onshore anchor who can serve as a point of contact and delegate work to your
offshore staff. There are many other best practices which you can follow by
referring to the following link
WHAT IF I DIDN’T FIND ANY CANDIDATE SUITABLE AS PER MY EXPECTATIONS?
You will be given additional set of resumes to choose from in order to shortlist
the perfect fit candidate for you. We advice you to provide the specific job
description earlier in the process so that our sourcing team can provide you
with the most relevant resumes. This mitigates any delays in the selection
process, saving time on both the ends.
WHAT IF THE CANDIDATE I SELECTED IS NOT WORKING?
As we have a very thorough & detailed oriented selection procedure, constantly
reviewed from your end, there are less chances of staff member not working out
as per your requirement. However, in case the staff member doesn't fits into
your required role, you can reach out to your dedicated Account Manager and
he/she will provide you with an option of replacing your staff member with new
staff. He/she will assess the situation and will suggest you the best way to
replace your staff member, without affecting your work at any point.
WHO PAYS FOR THE ASSOCIATES HOLIDAYS?
We provide our clients with the list of Holidays for a year at it's beginning
which includes a few Indian as well as American holidays. Staff has 10 PTO (Paid
Leaves) and 8 Public Holidays and client shall be responsible for the same.
WHAT ARE THE HOLIDAYS FOR MY STAFF?
* Here is the list of holidays for year 2022
* New Year 01-01-2022
* Makar Sankranti 01-14-2022
* Makar Sankranti Day-2 01-15-2022
* Independence Day 07-04-2022
* Raksha Bandhan 08-11-2022
* Additional Day 08-12-2022
* Janmashtami 08-19-2022
* Diwali 10-24-2022
* New Year 10-25-2022
* Christmas 12-25-2022
CAN I SWITCH POSITIONS I.E. TAX TO BOOKKEEPER, BOOKKEEPER TO TAX OR AUDIT ETC.
If you want to change positions, you should check with your Account Manager
first, as he will be able to update you after reviewing the availability of the
staff.
WHAT IS THE PROCESS TO SWITCH THE POSITIONS?
You just need to inform your account manager and inform us nine weeks prior to
arrange this for you. You will have to provide notice to existing staff of 9
weeks. However if we are able staff them early we will not charge for full
notice period of 9 weeks.
HOW NON-ACCOUNTING ROLES WILL BE HELPFUL FOR ACCOUNTING FIRMS?
Hiring non-accounting profiles allows you to offload your administrative &
non-core activities and frees up your time to focus on the core activities of
your business. Here is video for more information.
ARE WE CONTRACTING WITH AN INDIAN COMPANY OR A US COMPANY?
Entigrity is based in the US with its headquarters in Texas. That means you are
contracting with a US based company.
HOW WILL MY OFFSHORE STAFF ACCESS THE DOCUMENTS TO WORK?
Offshore staff can access documents/information/data at the client's end using
one of three methods: 1.Remote Access: Configure a workstation with the
appropriate software and documents; enable remote access with a username and
password so that staff may log in, work, and log out after the given job is
completed. 2.Cloud/Server Access: Upload the documents to the cloud or server so
that staff may access, work on, and preserve the work done after completion.
3.File Transfer: Send the documents to the offshore staff through email or
online transfer applications. The client will work upon that and send the file
back for your review.
WHO WILL BE MY POINT OF CONTACT?
You will be assigned with an Account Manager during the interview process,
he/she will be your go to person.
HOW CAN I MAKE SURE THAT TASKS ARE BEING DONE?
You will be provided with a daily timesheet, or if you have a task tracking
tool, you may use it as well.
WHAT WILL BE THE SHIFT TIME FOR MY PART-TIME STAFF?
Part-time staff work from 3 A.M. to 7 A.M. or 7 A.M. to 1 P.M., with the
remainder of their hours given to other clients who have also hired them on a
part-time basis.
WHAT IS THE SHIFT TIME FOR NON-ACCOUNTING STAFF?
They work as per your office time.
I’VE SIGNED UP NOW? WHAT’S THE NEXT STEP?
Great! After you sign up, our resource team will contact you within 24 hours to
help you with the further interview process.
WHICH APPLICATIONS CAN WE USE TO COMMUNICATE WITH OUR STAFF?
You can use any of the communication tools like Zoom, Slack, Blue Jeans, Skype,
Google Meet, Teams, etc. as per your convenience.
WHAT ARE DATA SECURITY AND PRIVACY LOOK LIKE?
There are 4 C's of security measures
1. Certification,
2. Compliance and procedures,
3. Commitment, and
4. Credibility.
Watch this video of Mike Goossen where is he explained how the data security and
confidentiality at Entigrity offshore staffing look like
WHAT WOULD MY CLIENT THINK? OR WHAT WOULD MY CLIENT THINK ABOUT OFFSHORING IS
THE #1 CONCERN!
This has been the number one concern what will my client think about offshoring
However pandemic has really changed the perceptions around offshoring. Now more
and more accounting firms are open to offshoring. This basically means more and
more Clients are now open to offshoring Building of showing team is as new
normal accounting firm. However, we have written a detailed blog to understand
and address your client’s concerns. Here is the link for this blog also watch
this video for more.
HOW TO BUILD AND MANAGE OFFSHORE TEAMS FOR ACCOUNTING FIRMS
The best practices After hiring offshore staff, how to manage offshore staff,
workflow, how you can integrate them, and build a team. There are
recommendations too for efficient utilisation of offshore resources watch this
video to know the tips to build and manager offshore teams for your accounting
firms
WHY IT'S IMPORTANT TO RETAIN YOUR GOOD OF OFFSHORE STAFF AFTER TAX SEASON
How tax staffing impacts quality and efficiency. This video covers multiple
reasons why we should retain staff beyond tax season and what could be
challenges if we do not retain them.
HOW ACCOUNTING FIRMS LEVERAGING OF OFFSHORING ORGANICALLY AND INORGANICALLY
Offshoring brings multi dimensional impact on accounting firms and it help you
build capacity, reduce workload, get work life balance and empowers onshore team
to build deeper connections with the clients Watch this Video for more
HOW TO HIRE FOR NON-ACCOUNTING ROLES
In this video you will get to know about some considerations if you are planning
to hire non-accounting roles and how it can benefit you forward.
HOW TO HIRE VIRTUAL ASSISTANT/EA/CSA FOR YOUR FIRM
The idea for hiring a virtual assistant, executive assistant or customer service
associate. Accounting firms especially post pandemic started offshoring for
their Admin and Virtual assistant functions along with tax, account and audit to
resolve their capacity issues when local staffing is becoming a challenge for
them watch this video for more.
WHY TRAINING, TECHNOLOGY AND PROCESS - KEY TO SCALE OFFSHORING ?
This video will give you insights on key factors playing an important role while
offshoring. Tiffany has shared her experience with Entigrity and Offshore
Staffing. This is a Journey on how resistance turned into a recommendation.
WHAT ARE THE ACTIONABLE RECOMMENDATIONS ON INTEGRATING ONSHORE & OFFSHORE STAFF
AND BUILD ONE TEAM
The local team can be able to concentrate on projects if you've hired an awesome
offshore team to help you know supplement help with the back office on these
projects so if you don't onboard them and incorporate this into your day-to-day
operations it just simply won't work
So the first is the vision must be conveyed and it has to start at the top.
You have to let the onshore team know this is a growth strategy this is not cost
cutting measures in order for the firms to obtain their vision watch this video
to find out the 8 actionable recommendations ob Integration
WHAT IS A BUDDY SYSTEM?
"The Buddy System '', wherein you partner onshore and offshore resources as
buddies. You will get insights on why this is important, how to do it and what
needs to be done. Watch this video for more
WHY 3-5 HOURS OF OVERLAP IS NECESSARY IN OFFSHORING
This video highlights why you should have at least 4-5 hours of overlap, and how
this will help the onshore team to collaborate
HOW TO IMPLEMENT SUBSCRIPTION BASED PRICING FOR ACCOUNTING FIRMS
We always want to “make more doing less”, this video will give you 7 steps on
how to get started with subscription based pricing, what factors you need to
consider while implementing Subscription Based Pricing and why?
WHAT ARE ROLES/TASK THAT CAN BE OFFSHORED - CAAS + VCFO
If you are a VCFO / CAAS firm, there are a number of tasks that can be done
offshore. This video will give you ideas on what can be done offshore and what
should be kept onshore. This will also give you insights on why this
transformation is important.
HOW TO SCALE CAAS + VCFO WITH OFFSHORING
This video is highlighting how offshoring is key factors for scaling up your
CAAS + VCFO services, why you should hire offshore staff and what structure
should be in place.
DO YOU HAVE ANY INTERVIEWS ON MANAGING REMOTE TEAM
Here’s a glimpse of what you’ll learn:
* Jody Grunden explains how he transitioned his CPA firm into a completely
virtual workplace in 2013
* How working remotely allowed Jody to hire top talent and have more success
within his firm
* The positive influence of diversity within a team
HOW TO ADD CFO SERVICES IN YOUR FIRM?
This video will speak about what type of client you want and should have, what
should be the engagement value, Also it talks about considerations that help you
add CFO services in your firm. Jody speaks about his experience and structure he
has.
WHAT IS MRR?
MRR in the context of Accounting firms. The benefits of MRR for Accounting Firms
is very important and how to implement the MRR Model for Your accounting Firms
if you want to learn about these please watch this video
HOW TO SCALE YOUR VCFO AND CAAS SERVICES WITH OFFSHORING, WHAT ARE THE ROLES AND
TASKS THAT CAN BE OFFSHORED?
The old business model at least with small accounting firm has been to work with
thousand two thousand clients where wherein in case of client accounting
advisory plus virtual cfo serivces which is a full suite services that you would
be providing to your clients you can build a million dollar practice with just
30 or 40 odd clients and that practice would be very profitable at an engagement
level the profitability would be more than 70 percent at a firm level watch this
video to know more about VCFO and CAAS services and how offshoring can really
help to grow your accounting firms using it.
ABBREVIATED COMPANY POLICY GUIDANCE DOCUMENT - POLICIES AND PHILOSOPHY
This video will walk you through the Philosophy and policies we have in place to
run the operation. This will cover public holidays (India), Leave Process,
Confidentiality, security protocols , IT Policies, Insurance policy, Cyber
security insurance and many more.
HOW BUILDING MRR IS A KEY TO YOUR FIRM'S SUCCESS
The key to earning better revenue for you is MRR (Monthly Recurring Revenue )
i.e. to move your clients to a monthly fixed fee that keeps flowing in every
month, regardless of how busy you are or what season it is. OFFSHORE STAFFING +
ADVISORY = MRR. Read this blog to learn more.
WHEN WAS ENTIGRITY STARTED
Entigrity was started in year 2014.
WHAT IS THE PURPOSE OF ENTIGRITY
The purpose with which we started was to democratize offshore staffing for
accounting firms. We saw that observation that larger accounting firms are
having a deeper pocket That's why they are able to build up their own officers,
But small and midsize firms were not able to do this. We thought that We can
solve this problem by becoming that Bridge Through which this form can build
their own Offshore teams. Now we are proudly happy that we are able to help so
many accounting firm Across Global build their offshore team.
WHERE ARE YOUR OFFICES LOCATED
We have six offices in India and our main headquarter is in Houston Texas
HOW MANY ACCOUNTING FIRMS HAS ENTIGRITY WORKED WITH?
Over the last 8 years we have been working on more than 600+ accounting firms
from all over the globe.
WOULD YOU BE ABLE TO PROVIDE SOME REFERENCES OF YOUR EXISTING CLIENTS?
We have a YouTube channel where we have more than a dozen video testimonial of
our client so you can check our YouTube channel for more information Feel free
to reach out those client and ask them how was their experience and what they
feel about Entigrity Here is a link to our youtube channel
HOW INDIA AS A DESTINATION SPANNING OUT?
India is a hub for knowledge-driven industries, companies like Fortune 500 have
their offices in India, Lot of large firms have their multi presence in India.
India is the second home of tech behemoths, Fortune 500 companies, and
accounting tech behemoths. The most widely used language in India, owing to
British influence and a knowledge-based economy. Some of the common examples of
big-shot Indian CEOs in top multinationals. India offers a large talent pool for
easy scale up, though industry readiness remains a concern. Read this blog to
know the prime 5 reasons why India has maintained its leadership position
despite constant challenges from emerging destinations
HOW PANDEMIC HAS REALLY CHANGED THE DIMENSION OF OFFSHORING?
India was never ready for such kind of growth in the offshoring accounting
industry. Post pandemic things have changed so much for India, suddenly demand
from accounting firms globally is increasing at a tremendous rate. The market
has tripled. And the good thing is a lot of Institute that provides CPA, EA, CMA
training have come up. And have started providing that education. CPA today is
truly a Global designation. On one hand, the demand is definitely increasing
tremendously And on the other hand ecosystem is also building up
WHY INDIA SHOULD BE PREFERRED OVER ANY OTHER DESTINATION
The quality of education in India is far superior to any other country in the
world and that can be demonstrated by the fact that most of the Tech CEOs and
fortune 500 companies CEOs have Indian origin. The Chartered Accountancy in
India Is is very equivalent to CPA in US or CPA in Canada Which is very
difficult in the people who have will have cleared that is less than 10% every
year.
CAN YOU DO CPA, CMA, OR EA FROM INDIA
More and more students are opt-in for CPAs, EAs and CMAs. There are coaching
institutes and there is study material available to do a CPA, EA, or CMA from
India You don't need to travel to us to become a CPA, CA, CMA, or Canadian CPA.
You can do this degree directly from India. This means a lot of quality talent
is coming up as the ecosystem is the building up
WHAT WOULD BE THE PUBLIC HOLIDAYS FOR YEAR 2022?
Usually Public holidays are different in different cities of India. As India
being diverse country every city celebrates different festivals. Just for your
reference, Here is the list of leaves for year 2022 for Ahmedabad City Offices:
* New Year 01-01-2022
* Makar Sankranti 01-14-2022
* Makar Sankranti Day-2 01-15-2022
* Independence Day 07-04-2022
* Raksha Bandhan 08-11-2022
* Additional Day 08-12-2022
* Indian Independence Day 08-15-2022
* Diwali 10-24-2022
* New Year 10-25-2022
* Christmas 12-25-2022
WHAT ARE PAID LEAVES AND TOTAL PUBLIC HOLIDAYS ?
Usually our company provide 10 Paid Leaves (Paid Time off) and 8 Public Holidays
off. Client would be billed for this days as a part of our engagement. This are
usual norm of providing holidays to the staff member in India.
DO YOU PROVIDE ANY MEDICAL INSURANCE TO STAFF MEMBERS
Yes, we take care of their pay, benefits and insurances and their family members
as well.
WHAT ARE THE CULTURAL ACTIVITIES THAT ARE BEING UNDER TAKEN
There are several activities that Entigrity is doing with their team members so
we celebrate each festival with our team members. We do have team outings where
our staff members will go for hiking parties and team outings. Basically playing
games Cricket, basketball football, tennis, and many more games. We do have a
tournament called EPL Entigrity Premier League where all the Entigritians play
cricket, Entigrity Badminton tournament, Entigrity Volleyball Tournament, etc.
Click here to find out more cultural activities that we are doing at Entigrity
CAN CLIENT GIVE BONUS TO STAFF MEMBERS?
The client cannot give bonuses directly to the staff member, It has to be routed
through Entigrity as per the agreement. However, Entigrity distributes 100% of
their bonuses to the staff member. Entigrity doesn't retain anything out of the
special bonus that client gives to their staff members as per the agreement over
and above the price.
WHAT IS THE UTILITY OF CROSS-TRAINED STAFF? IF MY STAFF GOES ON A PLANNED
VACATION OR TIME WILL I GET A CROSS-TRAINED STAFF?
A long planned leave is generally communicated with the client well in advance,
and it is either counted in the available paid-time off (If leave balance is
available) or it is an unpaid leave, however cross trained staff members
wouldn’t be working during that time. However if staff goes absconding or there
is immediate termination because of conduct or some kind of violation or staff
goes for long medical leaves (severe injury or family medical emergency), that’s
where the cross trained staff will be to fill-in and can help in training and
hand holding of the new incoming staff that is joining as replacement. So having
cross trained staff reduces your efforts on training and handholding if the
staff goes away all of sudden and reduces too much dependency as well. In case
of a client with more than 3 or 4 hires with us, typically the cross trained
staff would be within their team of offshore staff only.
IF A STAFF MEMBER IS ONBOARDED IN THE MIDDLE OF THE YEAR, WHAT WOULD BE THE
TOTAL PTO BALANCE ? WOULD THE PTO STILL BE 10 FOR THE FULL YEAR ?
If a staff member is onboarded in the middle of the year, what would be the
total PTO balance ? Would the PTO still be 10 for the full year ?
Month APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR PTO 10 10 8 8 7 7 6 5 4 3
2 1
The PTO balance runs from April to March(Calendar Year). So, for example, if
someone joins in April, the total balance in his/her account will be 10, but if
someone joins in January, then the total PTO balance will be only 3.
IF A STAFF MEMBER IS REPLACED DUE TO SOME REASONS, HOW WILL THE PTO BALANCE OF
THE NEW STAFF LOOK LIKE?
The replaced staff will only get the remaining balance of the PTO and there
won’t be any additional PTO leaves available. For example, suppose an existing
staff member is replaced in September with the balance PTO of 3, then the new
incoming staff will only get 3 PTO for the remainder of the year.
WE WOULD LIKE TO PAY OUR STAFF FOR MEDICAL LEAVES, CAN WE DO THAT ?
Since, this was one of the common feedbacks from our clients, we are
implementing a change where each of your staff will get paid-time off (PTO) of
10 days every year. This PTO can be used for any purpose including planned
leaves, medical leaves etc. The leaves taken within PTO will be charged to the
client. Leaves beyond the total PTO balance for the year will not be charged to
clients. I think in our presentation we mentioned that leaves wouldn’t be
granted for medical purposes, it was an error of communication from our side. To
put in Nutshell, staff would get 10 days PTO in total.
CAN WE CHOOSE TO NOT GIVE PTO TO OUR OFFSHORE STAFF SINCE THEY ARE HIRED AND
PAID BY ENTIGRITY?
We understand your concern, but the staff hired by a client works as if he/she
is a member of the client’s team itself. We have always held this view and our
clients have also been very gracious in allowing paid-time off to offshore staff
just like they would allow an onshore staff member. Many of our clients even go
to the extent of allowing 3-4 weeks of PTO. We also acknowledge that anyone can
have medical emergencies or would want to take time off work and take a
vacation. We just want to create a healthy work environment, so that the staff
can create more value for our clients and be with them for a long time.
WHAT IF MY STAFF TAKES LEAVE ON ANY DAY OF THE WEEK AND WORKS ADDITIONAL HOURS
FOR THE REST OF THE DAYS TO COMPLETE SOME OF THE DEADLINES?
In this case, we will deduct his leave from the available PTO balance and will
charge you for the hours he has worked. As we will be paying him for leaves he
has taken and will pay him for the extra hours he has worked. For e.g. if he is
assigned to you for 40 hours a week, in above case you will be charged for 48
hours.
IF THERE IS AN UNUSED BALANCE FOR PTO, ARE WE SUPPOSED TO ENCASH IT ?
No, there is no leave/PTO encashment if staff do not use PTO. it will lapse at
the end of the year (March of each year).
WOULD PTO BE PROVIDED FOR UNPLANNED LEAVES ?
We encourage staff to not to take any unplanned leaves. However, medical
situations are always unplanned. And occasionally staff members inform late. But
keep on orienting the team for the same.
DOES ENTIGRITY ENGAGES WITH ACCOUNTING COMMUNITY?
Yes, Entigrity connects with the accounting community on a deeper level. We also
organized conferences, webinars, masterminds, and many virtual event, Click here
to find how entigrity engages with accounting community.
DOES ENTIGRITY DO ANY LIVE WEBINARS?
Yes, We do have live webinars at least one webinar per week, where we educate
our clients that how they can implement offshore staffing and grow their
accounting firms, In this webinar, you can get one free CPE credit. We are
running our own CPE accredited webinar series for our clients’ “Offshore
Staffing Challenges and Beyond.” This webinar is not a regular webinar, it would
be an interactive free-flowing discussion around concerns and opportunities with
offshore staffing. Exclusively for our existing client's accounting firms.
DOES ENTGIRITY DO CONFERENCE.
Yes Entgirity do Virtual Conferences per month.
DOES ENTGRITY COLLAB WITH OTHER INFLUENCERS OF ACCOUNTING INDUSTRY
Yes, Entigrity work with accounting influencers so we do monthly virtual events
with them. Click here to see which influencers are working with us
DO YOU HAVE ANY PODCAST?
BKOT (Build a Kick-Ass Offshore Team ) is a podcast that we do every month and
have produced more than 50+ Episodes. Here, we connect with influencers and
thought leaders within the accounting community whose target audience is of the
same. We value these influencers and spokespersons endorsing us and has
established our credibility with our clients. The idea is to get exposure to our
audience and able to establish your brand. Enable potential clients to be
educated about the resources in combating the #1 challenge of finding quality
staff.
IF IM ACCOUNTING INFLUENCER HOW CAN YOU HELP ME?
If you CPA or Accounting Influencer, We recently launched a video series called
Accounting Showcase. It’s a series covering success stories of the everyday
accountant and their journey. Sharing their background and how they built their
firm. Again more of a conversation here including topics like -
DO YOU CHARGE FOR YOUR VIRTUAL EVENTS
No we never charge for any of our virtual events.
WHAT IF I WANT TO ALLOCATE TASKS THAT THEY HAVE NEVER DONE BEFORE?
We typically have people with relevant experience, But when there are limited
experience or no experience, make sure you provide proper training and give them
time to make mistakes. As long as they are self-reviewing and not repeating the
mistakes, you will have your requirement fulfilled. We think you will get there
in 1-3 weeks. But you will get the result within 7 to 8 weeks that you are
looking for.
I'M CONCERN ABOUT THE QUALITY OF THE STAFF & THE QUALITY OF THE WORK DONE?
India is a hub for the global economy, a hotbed of talent, second home to Big 4,
second home to fortune 500 companies, tech giants, and the accounting Industry.
India is a hub for building global delivery centers. Not just the big 4, but
200+ companies have offshore offices in India. This has led to the build of an
ecosystem in India. That's where we hire people and get the training done for
them. Even if you hire locally, it could be a bad hire. Here you get a chance to
test his capabilities, competencies, and also you get a chance for a replacement
here. However, we can provide you a staff which is very capable.
HOW IMPORTANT IS IT TO INTEGRATE ONSHORE TEAM WITH OFFSHORE TEAM?
As per our survey 6 out of 10 Failures are because of lack of integration. We
have seen many times that firms start with offshore staffing, but either give up
on offshore staffing or they lose a good onshore employee on their journey
towards building an offshore team.
Both situations are unfortunate and we have come across this often and largely
because the onshore team starts feeling insecure as soon as firms start hiring
offshore staff. We need to manage it with 4 C’s for a successful onshore and
offshore team working towards a common goal that is “Firm’s Betterment & Well
Being”
* Change
* Culture
* Collaboration
* Communication
And communication is the key, holding the other 3 together. We need to keep both
teams on the same page.
WOULD OFFSHORE STAFF DIRECTLY REPORT TO THE FIRM?
Yes, staff directly work under your control and management. They will be working
on your processes. It is “your staff working from Entigrity’s Office”.
DO OFFSHORE STAFF HAVE THE REQUIRED SKILLS OR EXPERIENCE OF US ACCOUNTING OR
TAX?
Each and every offshore staff that works for you have prior work experience in
US accounting and tax and have a minimum bachelor’s degree in accounting.
CAN I HIRE PART-TIME/TEMP TAX OR ACCOUNTING STAFF JUST FOR TAX SEASON?
Of course, with Entigrity offshore staffing, you can hire tax staff starting at
$10/hour, you can hire them part-time, and permanent.
CAN YOU PROVIDE ME SOME CASE STUDIES OR EXAMPLES OR REFERENCES WHERE THINGS HAVE
ACTUALLY WORKED IN A GREAT WAY?
As we have worked with 600+ accounting firms here is a link to many of those
success story videos. Feel free to reach out to any of them.
ARE THIS STAFF EVEN QUALIFIED, DO THEY REALLY MAKE A GOOD LIVING OF $10 AN HOUR?
Yes, they are. Why don’t you go and visit our India office? Well just check our
youtube channel and see how much fun they have while they work for you. Low-cost
arbitrage is the reason you hire staff offshore from India because the cost of
living is cheap and that’s where you save a lot of money.
HOW CAN I MONITOR THE PERFORMANCE / DAY TO DAY OUTPUT OF THE STAFF WORKING
REMOTELY FOR ME?
A staff fills timesheets on a daily basis for indicating his/the completion of
her task status, and the time taken to for attempting them. Entigrity has its
online timesheet as a standard, which employees generally fill in, and send to
their respective employers. However, if a firm has its own timesheet format, and
wants its employees to make entries into that, we approve it. By reviewing these
timesheets, you can transparently monitor the performance and output of your
staff.
DOES HE/SHE SPEAK ENGLISH?
Yes, English is a very widely spoken language in India. In fact, it is the
second most widely used language of a large number of Indian professionals. The
English language never plays a barrier in communication as we only hire
employees who are fluent in English. However, the accent of Indians is quite
neutral, yet a lot different than that of Americans. So, it is advisable to
speak at a little slower rate and give staff a chance to get used to how you
communicate with them for lucid understanding.
HOW DOES A STAFF WORK FROM REMOTE LOCATION? DO THEY WORK FROM AN OFFICE OR THEIR
HOME?
Our remote staff works from our secure remote offshore offices in India. Our 4
offices are in the city of Ahmedabad, 1 in the city of Vadodara, and 1 in the
city of Indore. We follow a strict no work-from-home policy for the safekeeping
of client data and information.
IS THERE A FEE FOR SETUP?
No, there is no extra fee for setup. At the time of signup and requirement
statement, you can tell us the list of software (including versions) you use at
work. We would have it installed at our workstations accordingly. At your end,
you might need to set a remote sharing ID and password, which your remote
employee will use to logging in and logging out of your system in order to work.
If you need any help in setup, our IT team will help you promptly.
WHAT ARE THE EQUIPMENT PROVIDED TO THEM?
Every employee is provided with a Twin-Screen computer with the latest operating
system, software, and high-speed internet connection for general tasks. The
workstations also include a web camera and a microphone for video conferencing.
Apart from that, every employee is has a separate US contact number where you
can speak using your telephone/mobile phones. We also provide them with email
addresses. If you need any other means of communication, you may specify that to
us, and we can try to arrange it. However, the internet at every computer is
under limited usage and does not allow personal email access, social networking,
and other websites so that sensitive data shared with employees is always safe
and secure inside our premises.
HOW DOES A OFFSHORE STAFF GENERALLY COMMUNICATE WITH ME?
There are a number of convenient methods to communicate with your remote staff.
* Telephone: Every employee has a dedicated USA telephone number to connect
with.
* Email: You can send emails for instructions, and ask for daily reporting on
email.
* Video conference: Every employee’s workstation comprises a webcam,
microphone, and necessary software for speaking over video; you can choose
any application such as Skype, Google Hangouts, etc. for live video call as
well as chat over instant text messaging software.
CAN I CHANGE THE SHIFT TIMINGS OF THE STAFF MEMBER AFTER FREEZING HIM?
Typically it does not happen, however, we want to be flexible because when we
hire someone we take the commitment that you need to work on this shift timing,
when they say okay, then only he gets signed up. Staff can accomplish your shift
timing on occasion situations or deadlines as any staff would do. However,
changing permanently would not be the right thing.
CAN THE OFFSHORE STAFF WORK ON EMAIL ID PROVIDED BY MY FIRM?
Yes, you can provide your remote staff an email ID on your firm’s domain.
Generally, each staff is assigned his/her own email through Entigrity’s own
domain, yet there are a lot of clients who wish to have their staff use email
IDs personalized according to their firm’s needs. We allow it after risk
assessment.
HOW OFFSHORE STAFF WILL ACCESS SOURCE DOCUMENT/ INFORMATION/DATA?
There are three methods that remote staff can use to access
documents/information/data at the client’s end:
* Remote access: Set us a workstation with necessary software and documents;
allow remote access with username and password where staff can log in, work,
and log out after he is done completing assigned work.
* Cloud/server access: Have the documents uploaded on the cloud or server where
staff can access, work, and save the work done after completion.
* File Transfer: Send the documents to the remote staff through email or online
transfer applications.
The client will work upon that and send the file back for your review. You can
use any of the three methods to let your staff access a particular file
(document/information/data) and give you back the completed work.
HOW TO BUILD CONNECTIONS WITH OFFSHORE TEAMS?
There are multiple ways and our account manager will be the right person to help
you and give you guidance on this. However, you treat them as your own staff,
make them feel comfortable about this relationship, and provide them with the
right confidence.
DO YOU HAVE AN IN-HOUSE FACILITY TO TRAIN THE STAFF?
Yes, to provide the best quality service to our clients it is important to have
well-trained staff. We have a state-of-the-art (in-house) training facility with
dedicated trainers. We have 35 different training modules, including English
communication, Soft skills, American culture, software, the technology used in
the American accounting industry, etc. We continuously keep upgrading these
training modules according to the latest industry trends.
DO I NEED TO INVEST TIME IN TRANING STAFF?
Training and Handholding staff member offshore is Important. We are your partner
in providing you staff and managing it as well. And we can also provide them
training on various avenues (we have our own learning academy). However most of
our clients have their own process and technical training that a staff has to
undergo while they get onboard.
WHAT KIND OF TRAINING THE STAFF MEMBER WOULD REQUIRED?
Typically training and hand-holding for staff members that we call as the time
when they ramp up would be 6-8 weeks from the date of they start working with
you. So that's where you would require them to provide hand-holding and
training. A team member from your onshore would be closely working with Offshore
staff. There would be no training required on technicality training because when
you hire staff with the relevant experience they will have that experience.
WHAT IS ENTIGRITY LEARNING ACADEMY ?
Entigrity Learning Academy is a captive learning academy for Entigrity offshore
staff only. Here we have trainers and subject matter experts who train staff
members to produce in-house content as well as build up content library sources
from external content for the learning and development of the offshore staff
member.
DO YOU CHARGE SEPARATELY FOR SUBSCRIBING TO THE COURSES?
No, there's no extra cost and every client in their offshore staff member has
complete access to all the courses and content of the Entigrity Learning
Academy.
DO YOU SPONSOR CPA OR EA COACHING FOR STAFF MEMBERS?
Yes, we have a sponsorship program for the learning and career development of
the staff members and we provide sponsorship of EA & CPA to our staff members
whoever would like to opt for it.
HOW CAN WE ALLOCATE TRAINING TO OUR OFFSHORE STAFF MEMBERS?
You can always tell your offshore staff member and account manager about what
training needs to be undergone and our learning academy team will make sure they
undergo such training and our Entigrity Learning Academy team will provide you a
report of training by them. A brief detailed of Entigrity Learning Academy
content is given here
THIS IS A STOP-GAP SOLUTION. WHAT IS LIFE TO BE FOR FIRMS LIKE US, POST COVID?
Not everything you do in response to the crisis will be worth continuing, of
course. Some of your ad hoc structures and workflows will probably best be
dismantled — but after four, or six, or eight months, the temporary often begins
to seem like the permanent, and five or six years later, staff will ask, “Why do
we still do it this way?” and no one will remember that it was born out of
desperation, and was never meant to be perpetuated. However, Judge your stop-gap
measures not just on how they perform now, but on their potential to make your
firm better in the long term. Offshore Staffing is one such long-term solution.
IF MY STATE IS NOT UNDER LOCKDOWN, SHOULD ME AND MY TEAM STILL PREFER WORKING
REMOTELY?
Your firm will undoubtedly be implementing a host of temporary measures in the
face of the pandemic: new workflows, new management, and reporting structures,
new workarounds, new deliverable pathways, and so on. In many cases, these will
violate old rules or partner shibboleths, but you’ll accept them in order to
keep things moving. offshore work is a great example: Many firms dragged their
heels on this before March, and have only grudgingly accepted it now — but, like
many of the other expedients you adopt, it is absolutely worth continuing once
things return to normal.
HOW SECURE IS IT TO APPROVE WORK FROM HOME?
We typically don't allow work from home. All our staff work from a secured
office. We have our offices in Ahmedabad, Vadodara, and Mumbai. However, during
these exceptional situations of pandemics, there were waves in India when the
government imposes lockdowns. In that case, with the client’s approval, we give
work from home. And we take extra precautions on privacy and data security.
Below is the list of security parameters we take for each staff if they have to
work from home:-
* All our systems that are used as work from home are Quick Heal Secured. (They
are not allowed to use personal laptops/computers)
* No access to USB Drives or any other external drives. (disabled USB Ports)
* There is no printer access given in their system.
* Restriction on browsing & opening of certain websites or any inappropriate
content.
* Anti-Malware/Spyware/Virus protection already installed.
* All the PCs are centrally controlled by our Domain Administrator/IT
Department.
* Login to these computers is only through Sonic Firewall! (It’s secured VPN)
* Each of your offshore staff is covered under a comprehensive confidentiality
agreement and they have a fiduciary responsibility towards this especially
when our client needs us the most.
* 8 years of work history, not a single Information security breach has
happened. That is because of our stronger work ethics and values that we have
towards our relationship with our clients.
HOW DO ACCOUNTANT’S CLIENTS REACT TO OFFSHORE STAFFING ?
We always say that most clients want great service and a wonderful experience
for a fair price. However, there is no harm in trying and experimenting with few
clients. We are successfully working with 600+ accounting firms and that’s more
than a testimony. And more than clients it’s what you think is important.
HOW ACCOUNTING FIRMS ARE REACTING TO OFFSHORE HIRING POST COVID?
Well they have been more open to offshore hiring for sure but still they have
concerns like what would my team think about this? What would my client think?
Sometimes we feel that pandemic has still not changed, the stigma around
offshore hiring for accounting firms. It's true that the firms that invested in
offshore hiring have largely remained immune to the slowdown caused by the
pandemic. However, there are a large number of CPAs and Accountants out there
who are still skeptical about it. However, feel free to schedule a call to learn
more about this.
WHAT IS THE ROLE OF AN ACCOUNT MANAGER?
An account manager will be your go-to person. He would be there to help and
guide clients in any situation. We would advise any Non-routine or Non-regular
or policy matter shall only be dealt with through the Account Manager and shall
never be communicated directly to offshore staff. He will help you with
troubleshooting, pricing revisions, staff training, shift timings, leaves, and
bonuses.
WHAT ABOUT WORKING AND CONTROLLING THE STAFF? IN OUTSOURCING, I DON’T HAVE ANY
CONTROL OVER IT.
Your offshore staff reports directly to you, however you want. We understand
that you can’t afford to lose control. In outsourcing, you’ve to follow vendor’s
policies but in offshore staffing, you have 100% control as the staff follows
your firm’s policies, protocols, and workflow. If you or any of your colleagues
wish to learn more, let’s have a quick chat and discuss future possibilities.
WHAT ARE SOME OF THE BEST PRACTICES OF WORKING WITH OFFSHORE STAFF?
Here is an E-Book on 100+ best practices for offshore staffing
* Accounting and Bookkeeping: Whether daily/monthly/quarterly or
real-time/after the fact accounting & bookkeeping, offshore staff can help in
everything.
* Reporting/CFO Support: All financial reporting/support task for management &
CFO
* Annual Write-ups: Tax-based Annual write-ups - collecting all the bank
statements/credit card statements/Invoices, etc.
* Sales/Use tax: Sales Report Preparation, Posting/Reconciling Sales Report
with QB or Account System. Preparation & Review of Sales/ Use tax
Computation.
* Payroll: Whether weekly/biweekly/monthly or real-time/after the fact payroll,
offshore staff can help in everything including compliances.
* Tax Preparation/Planning/Projection: Arranging and sending client organizers.
Following up with clients on tax documentation via Email-Phone.
* Tax Resolutions: IRS notice document management. IRS notice checklist of
documents to be taken from clients and follow up of email for getting correct
documents.
* New Client On-boarding: Sending the engagement proposal. Getting Engagement
signed - following up. Incorporating Entity if required and getting the
required documentation prepared and aligned.
* Corporate Compliances: Yearly MinutesShareholder. Yearly Minutes of Director.
Waiver of Notice of Meetings. Yearly state filings/form submission
* Administrative Task: Internal Firm Accounting/Budgeting. Data Entry task for
contact management/additions. Prospect Meeting research. Updating Client
Database with new client information.
* Audit/Review/Compilation/Agreed-upon Procedures: In Nutshell all
desktop-based work can be done by a staff member (70%). No fieldwork.
WHAT IF I DON’T LIKE ANYONE AFTER INTERVIEWING THE CANDIDATES AND I DON’T WANT
TO MOVE AHEAD? IS THERE A COST TO IT?
We have 100% confidence in our recruitment process. It rarely happens. Even if
you don’t like anyone after taking interviews and tests. There is no cost to it.
You will be billed only when the staff you hire starts working for you.
WHAT ARE TASKS THAT CAN BE OFFSHORED?
The task that can be offshored, so, E-Book So typically when you first start
with offshore staffing, you will integrate. We can do the exercise where you
require your firm what tasks they can delegate.
HOW CAN OUTSOURCING BE DIFFERENT FROM OFFSHORE STAFFING?
Let me put it this way - You cannot simply outsource your Core Business
function. Outsourcing entails creating a hiring vendor for ‘team on-demand that
works on an ad-hoc basis.
As far as offshore staffing is concerned, you are hiring a dedicated staff that
works and directly reports to you like local staff, and if everything is set up
nicely, you can expand and your offshore team can be of great support to your
local A-team.
Better still, they might also perform some core business functions if you don’t
have enough capable people on site.Watch the video of one of our clients, Adam
Hale, CPA the founding partner of a 100% virtual accounting firm, and how they
have transformed by successfully building a team of offshore staff.
HOW CAN WE JUSTIFY WHETHER OFFSHORE STAFFING IS BETTER THAN OUTSOURCING?
We do not endorse whether offshore staffing is better or outsourcing. Both of
these things have their own benefits. However, we do not recommend outsourcing
for accounting and related tasks. Outsourcing can be used for non-core business
operations that are not repetitive in nature. If the same is done for the core
operations, it may lead to poor quality work delivery, and consequently, can
lose credibility in the business group. On the other hand, when your own staff
is working at your tasks, you can supervise him/her, leaving a lesser chance of
fatal errors. It is not possible when you outsource as there you are just
assigned an account manager personally might not know who is working on the
assigned task. Your staff also learns on the job and with experience only gets
better, which is ultimately great for your firm in the longer run.
WELL YOU CONNECT OFFSHORE STAFFING EVERYWHERE. HOW OFFSHORE STAFFING IS A
SOLUTION HERE?
We can be biased here but we would recommend you to read this article of
Breakaway Bookkeeping and Advising, an accounting firm in Tualatin, Oregon
integrated offshore staffing in their practice and they were so ahead of time
that today what they did, sound so much relevant and essential.
HOW IS REMOTE STAFFING DIFFERENT FROM OUTSOURCING?
People usually misunderstand offshore staffing with outsourcing, whereas they
are two different things. Outsourcing is good to carry out non-core, or one time
services, while it could give inconsistent results in core business operations.
On the other hand, having an offshore staff saves from this risk as the work is
always carried out in your supervision, which is a rarity in outsourced
services.
ARE YOU AN OUTSOURCING COMPANY?
No, we are not an outsourcing company. Instead, we are a staffing agency based
in the USA, and we provide offshore staffing solutions to all sizes of
Accounting and Tax firms nationwide.
SHOULD EVERYONE START HIRING OFFSHORE STAFF?
Everyone from baby boomers to GenXers encompasses our clientele of 600+
accounting firms spanning across small, mid-size and regional accounting firms.
Some of them were ahead of the curve while some just joined us recently. On
average, every accounting firm that has hired an offshore staff and worked with
us for over a year has seen a 20% to 35% rise in profitability.
WHAT IS THE LIVING STANDARD OF THESE PEOPLE ON SUCH A LOW SALARY?
The staff who work for us can live a decent life on this salary, as the
purchasing power in India is high and the cost of living is lower as compared to
the US. A cup of coffee, for example, costs $5 in the United States but only $1
in India.
DO YOU WORK FOR A BUSINESS OR JUST FOR ACCOUNTING FIRMS?
We exclusively work with accounting firms and help them hire accounting
positions i.e. bookkeeper, accountant, tax associates, auditors etc. and
non-accounting positions i.e. admin support staff, managers etc. starting at
just $10/hour.
HOW OFFSHORE STAFFING SO RELEVANT TODAY?
Well working remotely whether from ‘Boston or Bangalore’, ‘Miami or Mumbai’,
‘New York or New Delhi’, is all the same, as long as your staff has the right
skill set, attitude, and speaks the same language. With Offshore staffing, it’s
not just about hiring staff @ $10/hour but as I said it’s one such solution that
may start as a stop-gap arrangement but also a potential long-term solution. It
can help to build capacity, gain a competitive advantage, and also reduce your
workload.
“I would recommend you to watch the Interview of Phil Whitman, CPA, an
Accounting Industry Expert who has advised 100s of CPA firms across North
America. Learn why he is so optimistic about Entigrity Offshore Staffing and
urges accounting firms to start thinking in this direction. - Watch Video"
HOW YOUR PRICING WORKS?
If you hire a full-time offshore staff, it starts from $10/hour in the US,
$12/hour in CA, and £7/hour in the UK. Senior profiles are difficult to find
everywhere in the world. So they cost a Lil bit higher in India as well.
HOW SHOULD I EVALUATE WHETHER THIS IS RIGHT FOR MY FIRM OR NOT?
When we started 8 years back, we always wanted to work with every accounting
firm. However, after 3-4 years, we realized that every accounting firm is not
fit for us. The best way to know is to schedule a call.
CAN I HIRE SOMEONE WHO HAS EXPERIENCE IN ULTRA TAX/ CCH / PRO-SYSTEM FX AND
OTHER TAX SOFTWARES ?
Yes, if you specifically want somebody with knowledge of particular software or
platform, we could filter and find one out for you. Generally, every person we
hire is evaluated in 3 ways regarding his expertise and knowledge:
Technical knowledge: Analyzing what work he is going to do whether accounting,
tax, financial reporting, payroll, data entry or billing entries, etc. and also
what has been his technical experience on his past assignments in previous
employment.
Software knowledge: unless there is a specific request from a client about the
experience in particular software we do not put that filter in providing you the
final resumes. Software knowledge can be acquired if you have relevant technical
knowledge.
For example, if you know to operate a computer, you can easily grasp and learn
the functionality of another system, it doesn’t matter if it is a Windows
computer or an Apple computer.
In the past, he might have worked on different software and probably you use
different software. Now he could just migrate onto another platform with little
training.
Knowledge of the protocols and processes of the firm: When a offshore staff
starts working for you he only starts to get familiar with the company’s work
culture and procedures, as these things could be learned only at a job. This is
a common phrase with any kind of staff.
So, keeping in mind the above points, when we put this filter, the number of
people who are going to your universe will reduce.
ARE THE STAFF AT ENTIGRITY AWARE OF REGULATIONS SUCH AS US GAAP, IRS, ETC ?
Yes, we usually hire only those candidates who have relevant experience of US
GAAP, IRS, and other regulations. All the staff at Entigrity are trained in US
accounting, tax code, and preparation of returns in the US context. Local
experience in Indian accounting, tax, or financial industry is not counted.
However, we let the clients interview and test each candidate and be assured to
have the best person working for them
DO YOU HAVE AN IN HOUSE FACILITY TO TRAIN THE STAFF?
Yes, in order to provide the best quality service to our clients it is important
to have well-trained staff. We have a state of the art (in house) training
facility with dedicated trainers. We have 35 different modules of training which
include English communication, Soft skills, American culture, software, and
technology used in the American accounting industry, etc. We continuously keep
upgrading these training modules according to the latest industry trends.
FOR WHAT WORK ENTIGRITY OFFSHORE STAFF CAN BE HIRED ?
When you hire a offshore staff you will have to identify the requirements at
your end. However, just like any local employee, a offshore staff can perform
most of the tasks related to:
* Bookkeeping
* Monthly accounting
* Tax Preparation
* Financial Statements (review, audits, compilation tasks)
* Billing – Bill Payments, Billing Collection, Follow ups and other
administrative tasks
* Other Office Admin tasks In a nutshell, a offshore staff performs most of the
tasks that are done in a public accounting firm. Here's the E-Book. Have a
look
HOW DOES IT SAVE 75% ON LABOR COST ?
Entigrity’s offshore staff are available for about a third of the conventional
salary paid to local staff. Besides, it does not require infrastructure
development at your office due to offshore working. There are no-cost
recruitment or training cost involved. There is no liability of compliances,
Medicare, or other benefits. Also, it is not required to pay bonuses or overtime
charges. Hence overall, counting various direct or indirect benefits due to
offshore staffing, 75% saving on labor cost is just a conservative number.
WHAT IS OFFSHORE STAFF? WHERE DOES ENTIGRITY'S OFFSHORE STAFF WORK FROM?
Offshore staff is an employee who works for your firm under your management but
from a location that is physically out of your office. This could be from
anywhere, employee’s home, a coffee shop in a neighborhood, a different city, or
even from an overseas location. Entigrity’s offshore Staff actually works from
our offices located in India.
WHAT ARE THE BENEFITS OF OFFSHORE STAFFING ?
We can divide it into Short term and Long term benefits. Sometimes firms sign up
because of their tax season overflow, that's a short-term benefit. However,
offshore staffing is a way forward for your long term. It should be the core
strategy of your firm, not just a one-time adventure. Like any of your local
staff, a offshore staff from Entigrity also works under your management and
fully reports to you. As they work from offshore offices of Entigrity, this
1. Saves your cost and efforts
2. HR hassles, and several other compliance issues
3. The firms that are working with us have a 25% partner-in-time reduction and
18% on-shore staff workload reduction
4. You can focus more on advisory services
Click here to see HIRING OPTIONS AND STAFFING POSITIONS
CAN I HIRE WHOLE TEAM?
Yes. But first, you need to identify the requirements which also includes
realizing whether you have enough workload to keep the team occupied. We usually
recommend taking a baby step and hiring 1 or 2 staff and if the requirement
grows you are free to scale up the team size whenever you want.
HOW DOES THE REPLACEMENT PROCEDURE WORK?
It's not difficult to find a suitable replacement. According to our internal
study, only one in every 10 candidates needs replacing. As a result, replacement
is not frequent and may occur due to a hiring error or changes in circumstances
at the firm or among the staff.
Entigrity's replacement process has a lot of benefits. To begin, each employee
must serve a three-month notice period so that the new staff has enough time to
adjust over those three months. Second, unlike on-shore workers, you won't have
to start from scratch with them.
Third, because we require departing employees to handover their tasks and
responsibilities to the new one, the extra three months will not be charged to
your account.
But, we have high standards; as our first-year attrition rate is 6%, while the
second-year it’s 7%. Around 85% of our clients' staff stay for more than 2
years. Our average retention is 5 years.
WHAT IS YOUR TYPICAL ATTRITION RATE?
Before the pandemic, our attrition rate was 6-7 percent, but the epidemic has
radically changed things and expanded opportunities in India, therefore our
attrition rate has gone up to 10-11 percent. However, we have a number of
measures in place to help us in retaining our employees.
WHAT WOULD MY CLIENTS THINK?
"What would my clients think?" had been a major concern. However, the pandemic
has significantly changed people's opinion of offshore. As a result, accounting
companies are more willing to establish an offshore team. Here is the link to a
blog that will help you understand and resolve your client's concerns.
WHAT WOULD MY STAFF'S QUALITY BE LIKE?
Candidates for interview will have at least a bachelor's degree in accounting
and 1-5 years of relevant work experience in India with any US/Canada/UK based
firms. We have already pre-screened them for technical competence and
experience. However, during the interview, you can put them to the test
according to your standards in order to hire the ideal applicant.
CAN I GET SOME REFERENCES?
Yes, of course, we will provide you with some references still if you want some
extra references feel free to book a call with Chris here is a link to schedule
a call with Chris for more.
WILL I HAVE A DEDICATED ACCOUNT MANAGER?
Yes, an Account Manager will be assigned to you, whom you will meet during the
interview process. He or she will be your point of contact.
IS OFFSHORE STAFFING A LONG TERM SOLUTION?
An offshore staff must be considered and treated like your own staff who works
directly under your protocols and management. Provided you follow a couple of
best practices, they will be a long term solution for your practice that not
just saves cost but also gives you freedom from recruitment and retention
challenges. Watch this video
WHAT DOES IT MEAN TO SET THE PROPER EXPECTATIONS BEFORE HIRING SOMEONE?
This means identifying the firm's most critical need. Then, from among the
various roles, look for the essential skillsets and choose the most relevant
profile for your needs. It's usually a good idea to hire different people for
different roles.
WHAT ARE THE BENEFITS OF RETAINING YOUR SEASONAL OFFSHORE STAFF?
The tax season rush isn't usually the best judge for assessing offshore
staffing's long-term benefits, especially if you've only recently begun this
year's tax season. Accounting companies are increasingly bringing in additional
offshore staff to help with capacity challenges. Read this blog to learn why you
should retain your offshore workforce beyond tax season.
WHAT ADVICE WOULD YOU GIVE TO OTHER ACCOUNTING FIRMS?
Accounting firms are actively recruiting extra offshore staff to address their
staffing concerns. Even the small firms have begun to build their offshore teams
in order to reduce cost. Clients are also accepting offshore accounting, as
working remotely has become the norm. To assist the onshore staff, most firms
hire a pre-managed team of trained accounting, audit, and tax professionals. To
know more visit this blog.
WHAT FACTORS SHOULD I CONSIDER WHILE CHOOSING AN OFFSHORE STAFFING PARTNER?
Selecting the right offshoring partner is one of the most difficult challenges
faced by firms today. So, begin by establishing your objectives and expectations
from your offshore partner. Defining your needs will go a long way and help you
in choosing the right offshore partner. It's no secret that the accounting
industry's biggest challenge is finding and retaining qualified employees and
hiring offshore staff is one of the most viable solutions. Using an offshore
team offers several benefits, one being cost reduction. Learn how to choose the
best offshore partner in this blog. Read this blog to learn more.
HOW MAY HIRING OFFSHORE STAFF HELP YOU SAVE MONEY?
By building an offshore team, firms can operate efficiently with more staff,
while spending less than they would if they hired local employees. It is
possible to save 70% on the cost of hiring accountants. As a result, offshore
can help you in cost savings.
WHY DO CPAS GO FOR ENTIGRITY?
The most pressing concern for the CPA firms is staffing. Building a team is even
more difficult. Offshore staffing from Entigrity is a remedy to all of these
issues. To learn more Watch this video.
WHY ENTIGRITY IS THE BEST OFFSHORE STAFFING PARTNER TO ACCOUNTING FIRMS?
See why Entigrity is the best offshore staffing partner for CPA firms inthis
video. And also, how we can help you in saving hundreds of thousands of dollars
while building an offshore team.
WHAT IS THE STIGMA AROUND OFFSHORING?
Proponents of offshoring believe it reduces costs and has the potential to save
thousands of jobs by reviving and preventing the failure of struggling
businesses. Critics claim that offshoring is nothing more than the blatant
transfer of American jobs to other countries. Who is right? Despite valid
concerns on both sides, analysis shows that the long-term effect on the US
economy is incredibly positive and unavoidable. Businesses with access to
offshore workers can expand their operations and strengthen their
sustainability. As a result, offshore has recently gained traction. Watch this
webinar for more information.
HOW MAY OFFSHORE HELP YOUR FIRM EVOLVE IN MULTIPLE WAYS?
Offshore staffing can benefit your business in a variety of ways, including cost
reduction. As a result, building a team with a trusted offshore partner can
assist your company in a variety of ways. Listen to this podcast right now to
discover more!
WHAT ARE THE CURRENT TRENDS IN ACCOUNTING OFFSHORING?
It doesn’t matter if your team is based in 'Boston or Bangalore,' 'Miami or
Mumbai,' 'New York or New Delhi,' as long as they have the same skill sets and
can speak in the same language.' Many firms have gone so far as to build
offshore teams in India, reaping the benefits of the "Global Talent Pool."
However, many firms are still grappling with the mindset issue. In the previous
15 months, Entigrity has grown by nearly 90%, showing that we have accomplished
the most in the last seven years. Read this blog for more. Read this blog for
more.
DO YOU HAVE ANY CPA FIRM SUCCESS STORIES TO SHARE?
One of our clients, Agro Accounting CPA in New York, started their offshoring
journey with Entigrity two years ago. He says, “We were (very) sceptical and
fearful to say the least. However, after speaking with Chris and getting a
virtual tour of the facility, we decided to move forward and give it a shot
(fingers crossed)”. Read this blog to learn more.
HOW OFFSHORING CAN HELP ACHIEVE INCREMENTAL REVENUE GROWTH?
Adam Briggs, a CPA and owner of Briggs and Associates in Newfoundland and
Labrador, Canada, has grown his firm from $1.8 million to $3 million in the last
four years. Check out this blog for more details.
CAN I COME PERSONALLY TO VISIT YOUR OFFICE?
Yes, You can come personally to visit our office. Click here to get the google
map address.
WHAT IS ISO 27001 CERTIFICATION? IS ENTIGRITY AN ISO 27001 CERTIFIED COMPANY?
ISO 27001 is an international information security standard. It establishes the
requirements for an information security management system (ISMS). The
best-practice approach of the ISMS standard aids organisations in managing their
information security by addressing people, processes, and technology. This
accreditation is accepted across the world.
Yes, Entigrity is ISO 27001:2013 certified organisation.
WHAT IS THE EXPERIENCE LEVEL OF THE PERSON THAT STARTS AT ASSOCIATE LEVEL?
The person starting at the associate level would not have any US/Canadian/UK
Accounting, Tax, or Audit experience. However, they would have undergone 3
months of the training program at Entigrity which covers training in the US
Accounting Industry, how accounting practice runs and the domain that they
select, Accounting, Audit or Tax. And they will at least have a bachelor's
degree and at least 2 years experience working in public accounting in India.
WHAT IS THE DIFFERENCE BETWEEN TAX ASSOCIATE, SR. TAX ASSOCIATE, AND TAX
ACCOUNTANT?
Usually the difference is between their experience level, however, in the case
of Tax Accountants, they have an additional understanding of accounting apart
from taxes as well. So they can do some year end accounting adjustments
quarterly and annual write-ups and also prepare business taxes.
WHAT IS YOUR TYPICAL COST STRUCTURE
* 60% - To total Staff Members
* 20% - Overheads
* 20% - Margins in the Business
TOP REASONS FOR ATTRITION
33%
Better Prospects
22%
Work Fatigue
12%
Salary Hike
16%
Disappearing/Ghosting
17%
Others
TOP REASONS FOR REPLACEMENTS
38%
Staff Attrition (Better Prospects)
24%
Staff Attrition (Work Fatigue)
14%
Staff Attrition (Salary Hike)
8%
Quality of Work
7%
Lack of Proactiveness
6%
Productivity
3%
Others
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Manager Receptionist Other Staff Other Stff Client Success Manager Ceo Client
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Operating Officer Administrator Managing Principal Director Staff Cfo
President;Ceo Hr Ceo Ceo Principal Principal Ce Principal Ceo Member Partner;Cfo
Vp Finance Ceo;Founder Owner Controller Founding Member Owner;President Hr
Manager Accounts Payable Managing Director;Founder Co-Founder Cpa Founding
Partner Senior Manager Financial Advisor Chief Marketing Officer Consultant
Chief Information Officer Associates Senior Advisor/ Advisor Chief Technology
Officer Founding Principal Clo Tax Attorney Writer Operation Manager Audit
Manager Project Manager Sr. Manager Audit Manager Audit Accounting Supervisor
Outsource Senior Accountant Outsource Legal Secretary Attorney At Law Senior
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Staff It Staff Andrew Argue Co-Owner General Manager Tax Part Tax Partner V.P.
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HIRING MODEL
* Regular Staffing
Temporary Tax Staffing
Regular Staffing Profile Level Tentative Pricing No. of People Hours/Week
Accounting & Advisory Tax & Compliance Audit & Assurance Client Support/Business
Development Others Associate - Bookkeeping (Bookkeeper) Associate - Payroll
Associate - AR/AP Associate - Billing Associate - Accounting (Accountant) Sr.
Associate - Accounting (Sr. Accountant) Associate - Data & Financial Analytics
Associate - Business Valuation Associate - CFO Advisory Associate - Forensic
Accounting Sr. Associate - Business Valuation Sr. Associate - CFO Advisory Sr.
Associate - Forensic Accounting Consultant - Accounting Senior - Roles
Managerial - Roles Level 1 $11 1 2 3 4 5 6 7 8 9 10 40 Hrs 20 Hrs
Temporary Tax Staffing Tentative Pricing No. of People Hours/Week Individual Tax
Preparer (1-3 Yrs) Business Tax Preparer (1-3 Yrs) Associate - Tax Accountant
(1-3 Yrs) Associate - Auditor (1-3 Yrs) $15 1 2 3 4 5 6 7 8 9 10 40 Hrs 20 Hrs
Outsource Tax Preparation $125/Tax Return $90/Tax Return $50/Tax Return Level of
Complexity High Medium Low
Guidance on Determining the Level of Complexity has been provided in this link
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GUIDANCE ON DETERMINING THE LEVEL OF COMPLEXITY
* Individual Tax Return
* Business Tax Returns
Individual Tax Return High Medium Low No. of Form W-2 >4 4 <=3 Schedule A
Schedule B,D <=20 <=10 Schedule C, E (Rental) <=3 1 Schedule E,K-1s <=4 <=2
Schedule F Form 2441/2106/8880/3903/4684/8829/8863/4562 Consolidated Broker
Statement Sale of Home Form 6251 - When There is AMT in Tax Return Form
8824/6252/5471/2555/1040X
Business Tax Return High Medium Low Depreciation/Amortization Adjustments in
Books M-1 Adjustments Fixed Assets Additions/Dispositions No. of Rental
Properties <=3 3 1 M-3 Form 5471/5472 Changes of Ownership Big Income Statement
and Balance Sheet (Line Items and Tax Grouping is needed)
NOTES:
We are giving you general guidance on how to determine the level of complexity
for the purpose of billing and to have broader clarity. However Tax Preparation
is a complex process and there's no way we can create a predetermined and
exhaustive list of situations here to determine complexity. So there would be
situations where certain tax returns would be complex and beyond the scope
mentioned above and even beyond our general capabilities. So our best efforts
would be to include most of the tax returns in either of the 3 categories
mentioned above and deliver you within the time limit mentioned above. However
if a particular tax return is more complex, time consuming or beyond the scope
mentioned above, then we shall notify you in advance that we will not be able to
work on that tax return or we shall charge you additional fees on the said tax
returns. (our typical pricing for additional fees would be @ $20/hour)
THANK YOU FOR SIGNING UP WITH ENTIGRITY OFFSHORE STAFFING. WE HAVE SENT YOU A
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ADDITIONAL INFORMATION:
* Weekly billing will be in USD.
* No additional set-up fees or charges
* Full-Time (FT) is 40 hrs/week.
* Part-Time (PT) is 20 hrs/week
* Notice period of 9 weeks for each hire
* Daily timesheet will be provided
* 10 paid days and 8 public holidays for team members
* Overtime rate remains same (Not 1.5 times)
* 1 to 2 weeks for staff replacement
* If Staff clears 2 subjects of CPA (Minimum hourly rate $17/hour)
* If Staff becomes CPA (Minimum hourly rate $22/hour)
* If Staff clears 2 parts of EA (Minimum hourly rate $15/hour)
* If Staff becomes EA (Minimum hourly rate $20/hour)
* 3% Credit Card charges applicable.
APPROXIMATE ONBOARDING TIME
* 1. Level 1 to 3 Profile would be 3 to 4 weeks,
2. Level 4 Profile would be 5 to 6 weeks.
3. Level 5 to 6 Profile 8 to 10 weeks.
ADDITIONAL INFORMATION:
* Weekly billing will be in CAD.
* No additional set-up fees or charges
* Full-Time (FT) is 40 hrs/week.
* Part-Time (PT) is 20 hrs/week
* Notice period of 9 weeks for each hire
* Daily timesheet will be provided
* 10 paid days and 8 public holidays for team members
* Overtime rate remains same (Not 1.5 times)
* 1 to 2 weeks for staff replacement
* If Staff clears 2 subjects of CPA (Minimum hourly rate $17/hour)
* If Staff becomes CPA (Minimum hourly rate $22/hour)
* If Staff clears 2 parts of EA (Minimum hourly rate $15/hour)
* If Staff becomes EA (Minimum hourly rate $20/hour)
* 3% Credit Card charges applicable.
APPROXIMATE ONBOARDING TIME
* 1. Level 1 to 3 Profile would be 3 to 4 weeks,
2. Level 4 Profile would be 5 to 6 weeks.
3. Level 5 to 6 Profile 8 to 10 weeks.
ADDITIONAL INFORMATION:
* Weekly billing will be in GBP.
* No additional set-up fees or charges
* Full-Time (FT) is 40 hrs/week.
* Part-Time (PT) is 20 hrs/week
* Notice period of 9 weeks for each hire
* Daily timesheet will be provided
* 10 paid days and 8 public holidays for team members
* Overtime rate remains same (Not 1.5 times)
* 1 to 2 weeks for staff replacement
* If Staff clears 2 subjects of CPA (Minimum hourly rate $17/hour)
* If Staff becomes CPA (Minimum hourly rate $22/hour)
* If Staff clears 2 parts of EA (Minimum hourly rate $15/hour)
* If Staff becomes EA (Minimum hourly rate $20/hour)
APPROXIMATE ONBOARDING TIME
* 1. Level 1 to 3 Profile would be 3 to 4 weeks,
2. Level 4 Profile would be 5 to 6 weeks.
3. Level 5 to 6 Profile 8 to 10 weeks.
ADDITIONAL INFORMATION:
* Minimum 13 weeks of billing period
* Tax season staff is subject to change
* Onboarding time is approximately 2-4 weeks
* High-level review by a supervisor
* Team members will receive 10–12 weeks of essential individual or business tax
training from us
* At least 30-40 mock tax returns will be done
* Only 40 Hours/week
* Billing would be done weekly
* Early hiring in December is advised to be prepared for the tax season
WEEK 01 TASK
* System Set Up.
* Watching Past Recorded Videos.
* Understanding Process.
WEEK 02-03 TASK
* Practice Simulation Client
* Watching Technical Videos/Understanding SOPs
* Understanding Job Role
* Understanding Client
WEEK 04-05 TASK
* Live Projects & Client
* Constant Review
* Timely Feedback
WEEK 06+ TASK
* As Per protocols
CONSULTANT - BOOKKEEPING (BOOKKEEPER) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Recording transactions (Daily - Weekly - Monthly - Yearly)
* Payroll Reconciliation
* Sales Tax Reconciliation
* Accounts Payable - Account Receivable Management
* Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
* Reconciling books to third-party records
* 1099 Form Preparation
* Computer Literacy - Moderate to Good
* Quickbooks or Xero Experience
* Basic Microsoft Excel Literacy
CONSULTANT - BOOKKEEPING (BOOKKEEPER) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Recording transactions (Daily - Weekly - Monthly - Yearly)
* Payroll Reconciliation
* Sales Tax Reconciliation
* Accounts Payable - Account Receivable Management
* Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
* Reconciling books to third-party records
* 1099 Form Preparation
* Computer Literacy - Moderate to Good
* Quickbooks or Xero Experience
* Basic Microsoft Excel Literacy
CONSULTANT - BOOKKEEPING (BOOKKEEPER) (SKILLS AND EXPERIENCE)
* Bachelors or Semi Qualified(CA-CS) or Masters in Finance or CMA (Completed or
Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* 3 Months of UK Bookkeeping Training.
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of Quickbooks/Xero and UK Accounting.
* Record sales invoices, income, receipts and payments
* Complete VAT returns
* Post wages and expense claims
* Balancing accounts on a day-to-day or week-to-week basis
* Maintaining petty cash
* Bank reconciliation
* Help in preparation of annual accounts
CONSULTANT - PAYROLL (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Process client payroll and produce checks, vouchers
* Input all payroll-related data to meet payroll processing deadlines
* Process payroll garnishments, vacation time, insurance, 401(k) and other
deductions
* Prepare single and multi-state quarterly and annual payroll tax
reconciliations
* Prepare payroll compliance returns 940 - 941
* Filing payroll client information
* Maintenance of payroll software as assigned
* Maintaining detailed daily time records of work performed
* Assist with payroll audits
* Prepare and Submit Report Regularly
* Proficient in Microsoft Excel,MS Office.
CONSULTANT - PAYROLL (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Process client payroll and produce checks, vouchers
* Input all payroll-related data to meet payroll processing deadlines
* Process payroll garnishments, vacation time, insurance, 401(k) and other
deductions
* Prepare single and multi-state quarterly and annual payroll tax
reconciliations
* Prepare payroll compliance returns 940 - 941
* Filing payroll client information
* Maintenance of payroll software as assigned
* Maintaining detailed daily time records of work performed
* Assist with payroll audits
* Prepare and Submit Report Regularly
* Proficient in Microsoft Excel,MS Office.
CONSULTANT - PAYROLL (SKILLS AND EXPERIENCE)
* Consultant - Payroll
* Bachelors or CA-Semi Qualified
* 2+ Years of Experience in Public Accounting. (In India)
* 3 Months of UK Accounting & Payroll Training.
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of Quickbooks/Xero and UK Accounting.
* Can help manage and run payroll for employees.
* Keeping Master records of all the employees.
* Inputting Timesheets, calculating the pay, and distributing pay to employee
accounts via direct debit on the correct day.
* Keeping correct records of employee data and hours worked.
* Calculating and withholding the correct amount of Tax and National Insurance.
* Calculating and distributing extra pay from bonuses, benefits and overtime.
* Calculating and paying sick pay, holiday pay, and paternity/maternity pay.
* Calculating and withholding the correct amount for pension contributions.
* Managing Auto-Enrolment.
* Filing, Paying taxes, Report their pay and deductions to HMRC
CONSULTANT - ACCOUNTANT (ACCOUNTS ASSISTANT) (SKILLS AND EXPERIENCE)
* Bachelors or CA-Semi Qualified
* 2+ Years of Experience in Public Accounting. (In India)
* 3 Months of UK Accounting & Payroll Training.
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of Quickbooks/Xero and UK Accounting.
* Bank reconciliation
* Record payroll and other schedules
* Review open invoice reports and follow up with a schedule of payments or
adjustments.
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Preparing annual accounts
* Filing Annual Accounts with HMRC & Company House
* Compiling and presenting reports, budgets and financial statements
* Managing accruals and prepayments
* Assisting in cash flow forecasting
* Helping in preparing tax returns
AR/AP
CONSULTANT - AR/AP (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Accounts Payable Management
* Processing the Payment and Managing Vendor Credit Period
* Accounts Receivable Management
* Processing the Receipt and Managing Debtors Credit Period
* Regular Interval Reporting of Aging Report
* Coordination with Team Members / Vendors / Customers
* Enter missing bill / invoice for payments received
* Reconciling Balance with Third Party Confirmation
* Follow Ups through Email as well as Call for Invoice Payment
* Follow Ups through Email as well as Call for Collection of Bills
* Quickbooks, Bill.com and Excel
CONSULTANT - AR/AP (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Accounts Payable Management
* Processing the Payment and Managing Vendor Credit Period
* Accounts Receivable Management
* Processing the Receipt and Managing Debtors Credit Period
* Regular Interval Reporting of Aging Report
* Coordination with Team Members / Vendors / Customers
* Enter missing bill / invoice for payments received
* Reconciling Balance with Third Party Confirmation
* Follow Ups through Email as well as Call for Invoice Payment
* Follow Ups through Email as well as Call for Collection of Bills
* Quickbooks, Bill.com and Excel
CONSULTANT - BILLING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* Preparing draft invoices for review and final invoices.
* Input all data related to client invoicing, analyze time descriptions and
maintenance of billing files.
* Data Entry
* Reviews billing system reports to identify billing discrepancies
* Coordination with Team Members / Customers
* Follow Ups through Email as well as Call for Invoice Payment
* Process credit memos
* MS Office Suite, with strength in MS Excel
* Quickbooks and Bill.com (Basic)
CONSULTANT - BILLING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Preparing draft invoices for review and final invoices.
* Input all data related to client invoicing, analyze time descriptions and
maintenance of billing files.
* Data Entry
* Reviews billing system reports to identify billing discrepancies
* Coordination with Team Members / Customers
* Follow Ups through Email as well as Call for Invoice Payment
* Process credit memos
* At Least 1 years of experience
* MS Office Suite, with strength in MS Excel
* Quickbooks and Bill.com (Basic)
CONSULTANT - ACCOUNTING (ACCOUNTANT) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Prepare, record, and process accounts payable and cash disbursement, and
accounts receivable and cash receipts.
* Prepare allocation tables for indirect expenses and revenue items as needed.
* Bank reconciliation.
* Prepare and process payroll and deductions schedules.
* Reconciliation of Payroll / Sales Taxes / Loan Accounts
* Maintain / Prepare required records, reports, and files in an organized
manner.
* Review open invoice reports and follow up with a schedule of payments or
adjustments.
* Proficient in Microsoft Excel, QuickBooks
CONSULTANT - ACCOUNTING (ACCOUNTANT) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or Semi Qualified(CA-CS) or Masters in Finance
or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* Prepare, record, and process accounts payable and cash disbursement, and
accounts receivable and cash receipts.
* Prepare allocation tables for indirect expenses and revenue items as needed.
* Bank reconciliation.
* Prepare and process payroll and deductions schedules.
* Reconciliation of Payroll / Sales Taxes / Loan Accounts
* Maintain / Prepare required records, reports, and files in an organized
manner.
* Review open invoice reports and follow up with a schedule of payments or
adjustments.
* Proficient in Microsoft Excel, QuickBooks
CONSULTANT - ACCOUNTING (ACCOUNTANT) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on UK Accounting
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* Opening Balance Review
* Maintaining Accounting Records
* Month end Financial Statement reconciliation and closure.
* Preparation of workpapers and notes to accounts
* Managing Accounts Receivable and Accounts Payable
* Year End Close
* Preparation of Tax Returns
* Assisting in Audit
* Month End Journal Entry
* Preparation of daily cash requirement report
* Compliances related to VAT and Payroll
CONSULTANT - DATA ANALYTICS (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 3+ Years Experience Working in Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
SR. CONSULTANT - ACCOUNTING (ACCOUNTANT) (SKILLS AND EXPERIENCE)
* 10 to 15 Months prior experience in US Accounting
* 12 Weeks of Training on US Accounting(Intermediate Level). (View Training
Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
SR. CONSULTANT - ACCOUNTING (ACCOUNTANT) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
SR. ASSOCIATE - ACCOUNTING (SR. ACCOUNTANT) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate (CA Pursuing)
or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
SR. ASSOCIATE - MANAGEMENT ACCOUNTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate (CA Pursuing)
or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
SR. ASSOCIATE - BUSINESS VALUATION (SKILLS AND EXPERIENCE)
* 10 to 15 Months prior experience in US Accounting
* 12 Weeks of Training on US Accounting(Intermediate Level). (View Training
Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understand Business Model and Forecasting Numbers.
* 50+ hour Certificate Course/Training on Business Valuation (That Includes)
(Onboarding Time is 3 Weeks Extra)
* 1. Business Valuation: Due Diligence, Guidance, Review, and Standards
2. Business Valuation: Approach and Valuation Report!
3. Business Valuations: Market Approach
4. Business Valuations- Income Approach
5. Business Valuations: Income Approach
6. Business Valuations- Cost Approach
7. Red Flags in a Small Business Valuation
8. Intro to Business Models, Financial Modelling & Valuation
9. Understanding Business Model Canvas with real life examples
10. Tax Valuation
11. Most Common Errors in Business Valuation Report !
SR. ASSOCIATE - BUSINESS VALUATION (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Accounting
* Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate (CA Pursuing)
or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understand Business Model and Forecasting Numbers.
* 50+ hour Certificate Course/Training on Business Valuation (That Includes)
* 1. Business Valuation: Due Diligence, Guidance, Review, and Standards
2. Business Valuation: Approach and Valuation Report!
3. Business Valuations: Market Approach
4. Business Valuations- Income Approach
5. Business Valuations: Income Approach
6. Business Valuations- Cost Approach
7. Red Flags in a Small Business Valuation
8. Intro to Business Models, Financial Modelling & Valuation
9. Understanding Business Model Canvas with real life examples
10. Tax Valuation
11. Most Common Errors in Business Valuation Report !
SR. ASSOCIATE - BUSINESS VALUATION (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate (CA Pursuing)
or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understand Business Model and Forecasting Numbers.
* 50+ hour Certificate Course/Training on Business Valuation (That Includes)
* 1. Business Valuation: Due Diligence, Guidance, Review, and Standards
2. Business Valuation: Approach and Valuation Report!
3. Business Valuations: Market Approach
4. Business Valuations- Income Approach
5. Business Valuations: Income Approach
6. Business Valuations- Cost Approach
7. Red Flags in a Small Business Valuation
8. Intro to Business Models, Financial Modelling & Valuation
9. Understanding Business Model Canvas with real life examples
10. Tax Valuation
11. Most Common Errors in Business Valuation Report !
SR. CONSULTANT - CFO ADVISORY (SKILLS AND EXPERIENCE)
* 10 to 15 Months prior experience in US Accounting
* 12 Weeks of Training on US Accounting(Intermediate Level). (View Training
Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of US/CA Accounting and CFO support work.
* Fundamental Understanding Quickbooks
* 50 hours Certificate Course in Advanced concepts of controllership. (That
Includes) (Onboarding Time is 3 Weeks Extra)
* 1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.
SR. CONSULTANT - CFO ADVISORY (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of US/CA Accounting and CFO support work.
* Fundamental Understanding Quickbooks
* 50 hours Certificate Course in Advanced concepts of controllership . (That
Includes)
* 1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.
SR. CONSULTANT - CFO ADVISORY (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of US/CA Accounting and CFO support work.
* Fundamental Understanding Quickbooks
* 50 hours Certificate Course in Advanced concepts of controllership . (That
Includes)
* 1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.
SR. ASSOCIATE - FORENSIC ACCOUNTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months prior experience in US Accounting
* 12 Weeks of Training on US Accounting(Intermediate Level). (View Training
Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understanding and Interpreting Numbers and documentation and preparing
report.
* 40+ hour Certificate Course on Forensic Accounting (That Includes)(Onboarding
Time is 3 Weeks Extra)
* 1. Introduction to Forensic Accounting
2. Basics of Fraud Investigations
3. Gathering & Managing Evidence
4. Writing a Fraud Investigation Report
5. Searching for Hidden Assets
6. Accounting Conducting Background Checks & Suspect Profiles
7. Conducting Interviews
8. Conducting Online Investigations
9. Fraud in the Financial Statements
10. Payroll Fraud
11. Investigation Reports; Preparation, Performance, and Pitfalls
12. Document Review and Handwriting Analysis
SR. ASSOCIATE - FORENSIC ACCOUNTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Accounting
* Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate (CA Pursuing)
or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understanding and Interpreting Numbers and documentation and preparing
report.
* 40+ hour Certificate Course on Forensic Accounting (That Includes)
* 1. Introduction to Forensic Accounting
2. Basics of Fraud Investigations
3. Gathering & Managing Evidence
4. Writing a Fraud Investigation Report
5. Searching for Hidden Assets
6. Accounting Conducting Background Checks & Suspect Profiles
7. Conducting Interviews
8. Conducting Online Investigations
9. Fraud in the Financial Statements
10. Payroll Fraud
11. Investigation Reports; Preparation, Performance, and Pitfalls
12. Document Review and Handwriting Analysis
SR. ASSOCIATE - FORENSIC ACCOUNTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate (CA Pursuing)
or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understanding and Interpreting Numbers and documentation and preparing
report.
* 40+ hour Certificate Course on Forensic Accounting (That Includes)
* 1. Introduction to Forensic Accounting
2. Basics of Fraud Investigations
3. Gathering & Managing Evidence
4. Writing a Fraud Investigation Report
5. Searching for Hidden Assets
6. Accounting Conducting Background Checks & Suspect Profiles
7. Conducting Interviews
8. Conducting Online Investigations
9. Fraud in the Financial Statements
10. Payroll Fraud
11. Investigation Reports; Preparation, Performance, and Pitfalls
12. Document Review and Handwriting Analysis
SR. CONSULTANT – BOOKKEEPING (BOOKKEEPER) (SKILLS AND EXPERIENCE)
* 10 to 15 Months prior experience in US Accounting
* 12 Weeks of Training on US Accounting(Intermediate Level). (View Training
Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero and UK Accounting.
* Record sales invoices, income, receipts and payments
* Complete VAT returns
* Post wages and expense claims
* Balancing accounts on a day-to-day or week-to-week basis
* Maintaining petty cash
* Bank reconciliation
* Help in preparation of annual accounts
* Review work done by associates
* Helping associates and client on solving their queries
SR. CONSULTANT – BOOKKEEPING (BOOKKEEPER) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero and UK Accounting.
* Record sales invoices, income, receipts and payments
* Complete VAT returns
* Post wages and expense claims
* Balancing accounts on a day-to-day or week-to-week basis
* Maintaining petty cash
* Bank reconciliation
* Help in preparation of annual accounts
* Review work done by associates
* Helping associates and client on solving their queries
SR. CONSULTANT – BOOKKEEPING (BOOKKEEPER) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero and UK Accounting.
* Record sales invoices, income, receipts and payments
* Complete VAT returns
* Post wages and expense claims
* Balancing accounts on a day-to-day or week-to-week basis
* Maintaining petty cash
* Bank reconciliation
* Help in preparation of annual accounts
* Review work done by associates
* Helping associates and client on solving their queries
SR. CONSULTANT - PAYROLL (SKILLS AND EXPERIENCE)
* 1+ Yrs UK Payroll Experience -
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding UK Accounting and Accounting Software
* Can help manage and run payroll for employees.
* Keeping Master records of all the employees.
* Inputting Timesheets, calculating the pay, and distributing pay to employee
accounts via direct debit on the correct day.
* Keeping correct records of employee data and hours worked.
* Calculating and withholding the correct amount of Tax and National Insurance.
* Calculating and distributing extra pay from bonuses, benefits and overtime.
* Calculating and paying sick pay, holiday pay, and paternity/maternity pay.
* Calculating and withholding the correct amount for pension contributions.
* Managing Auto-Enrolment.
* Filing, Paying taxes, Report their pay and deductions to HMRC
* Helping associates and reviewing their work if required.
* Client meetings and solving their queries.
SR. ASSOCIATE - ACCOUNTANT (SENIOR ACCOUNTANT) (SKILLS AND EXPERIENCE)
* Bachelors or CA-Semi Qualified
* 3+ Years of Experience in Public Accounting. (In India)
* 1+ Yrs UK Accounting Experience.
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero and UK Accounting.
* Balance sheet reconciliation
* Record payroll and other schedules
* Review open invoice reports and follow up with a schedule of payments or
adjustments.
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Preparing annual accounts
* Filing Annual Accounts with HMRC & Company House
* Compiling and presenting reports, budgets and financial statements
* Managing accruals and prepayments
* MIS Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Assisting in cash flow forecasting
* Helping in preparing tax returns
* Helping and reviewing work of associates
* Client meeting and attending their queries
SR. CONSULTANT - FINANCIAL REVIEW & REPORTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
SR. CONSULTANT - FINANCIAL REVIEW & REPORTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
SR. CONSULTANT - FINANCIAL REVIEW & REPORTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Accounting
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
SR. ASSOCIATE - ACCOUNTING (ORACLE NETSUITE) (SKILLS AND EXPERIENCE)
* Trained for working on Netsuite Software
* 10 to 15 Months Experience US Accounting
* Masters Degree (Accounting or Tax or Finance) or MBA (Finance) or
CA-Intermediate (CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
SR. ASSOCIATE - ACCOUNTING (SAGE INTACCT) (SKILLS AND EXPERIENCE)
* Trained for working on Intacct Software
* 10 to 15 Months Experience US Accounting or Tax or Audit
* Masters Degree (Accounting or Tax or Finance) or MBA (Finance) or
CA-Intermediate (CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
SR. ASSOCIATE - ACCOUNTING (MICROSOFT DYNAMICS) (SKILLS AND EXPERIENCE)
* Trained for working on Microsoft Dynamics Software
* 10 to 15 Months Experience US Accounting
* Masters Degree (Accounting or Tax or Finance) or MBA (Finance) or
CA-Intermediate (CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* 3+ years of experience in Accounting
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
SR. ASSOCIATE - ACCOUNTING (MICROSOFT DYNAMICS) (SKILLS AND EXPERIENCE)
* Trained for working on Blackbaud
* 10 to 15 Months Experience US Accounting
* Masters Degree (Accounting or Tax or Finance) or MBA (Finance) or
CA-Intermediate (CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements4
SR. ASSOCIATE - ACCOUNTING (ACCUMATICA) (SKILLS AND EXPERIENCE)
* Trained for working on Accumatice Software
* 10 to 15 Months Experience US Accounting or Tax or Audit
* Masters Degree (Accounting or Tax or Finance) or MBA (Finance) or
CA-Intermediate (CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* 3+ years of experience in Accounting
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
ASSOCIATE - MANAGEMENT ACCOUNTING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on UK Accounting
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 3+ Years of Experience in Accounting. (In India)
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Payroll / VAT / Loan / Investment Account Reconciliation
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
CONSULTANT - DATA ANALYTICS (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
(Onboarding Time is 3 Weeks Extra)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
CONSULTANT - DATA ANALYTICS (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
CONSULTANT - FINANCIAL REVIEW & REPORTING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
(Onboarding Time is 3 Weeks Extra)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
CONSULTANT - FINANCIAL REVIEW & REPORTING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks/Xero/Sage
* Advanced Excel Skills.
* Good Analytical and Observation skills on numbers and business models.
* Audit - Analyse - Review and Report General Ledger (Including Revenue -
Expenditure and Balance Sheet Items)
* Implements necessary adjustments and/or corrections;
* Investigates discrepancies / errors
* Preparation of Budgets - Related to area of assignment
* Assisting Virtual CFOs and Business Owners.
* Reviews Inventory Accounts - Payroll Accounts - Other Accounts
* Prepare Monthly Financial Statements
* Assists in preparing written summaries of technical analyses including memos
to the General Manager and Board of Directors
* Prepares and monitors department budgets
* Develops financial forecasts and trend analyses
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* 50+ hours Certificate Course on Accounting Data Analytics (That Includes)
* 1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management
TEAM LEAD - SUPERVISOR - ACCOUNTING (SKILLS AND EXPERIENCE)
* 2+ Years Experience US Accounting.
* 12 Weeks of Training on US Accounting (Intermediate Level). (View Training
Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* Preparation financial statement with analysis
* Review balance sheet account reconciliations on a monthly basis
* Evaluate monthly financial results
* Reviewing / Supervising the Job of Bookkeeper / Accountant / AP / AR Team
* Review and approve journal entries
* Budgeting - Variance analysis
* Mentoring Team
* Research, analyse, and recommend solutions to complex accounting issues.
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
* Proficient with Microsoft Office Suite and accounting software
SR. TEAM LEAD - SENIOR - ROLES (SKILLS AND EXPERIENCE)
* Experienced Professional (Supervisory Roles)
* The skills and experience varies for each profile.
* This staff member is usually hired for supervisory roles or senior work
roles.
* Some of these staff members (not all) will come from Big 4 and Large
accounting firms so they may have deep experience of a particular area only.
* This staff member shall be available round the year and full-time role only
(Not for Temp Needs)
* Fees shall be from $18/hour to $30/hour depending on experience.
* Staffing Time from confirmation of hiring shall be about 45 to 75 days.
(Depending on how much time the existing company would take to relieve them).
We may not have someone available on the bench mostly.
* This profile is available on very high salaries so we need to be thoughtful
while hiring. We will be offering them once you confirm.
* They may be available for WFO or WFH set up depending upon their need. (But
we will let you know in advance). (As a policy we don’t allow WFH)
* Typically we offer this profile only to clients who have an existing team of
at least 3 or more offshore staff with us.
* Also two more perils in staffing with experience profile. First, even after
accepting the offer we have seen staff not joining sometimes (either they are
retained by existing employers or they found a better opportunity and took
that). Second one is that the attrition is very high in this experience
bracket, because they have options. We have to continue to make an effort to
retain them. So we need to carefully plan and hire these profiles.
ASST MGR/MGR/SR. MANAGER - MANAGERIAL - ROLES (SKILLS AND EXPERIENCE)
* Experienced Professional (Managerial Roles)
* The skills and experience varies for each profile.
* This staff member is hired generally Available for managing a team and not in
an Individual role.
* Some of these staff members (not all) will come from Big 4 and Large
accounting firms so they may have deep experience of a particular area only.
* This staff member shall be available round the year and full-time role only
(Not for Temp Needs)
* Fees shall be from $30/hour to $50/hour depending on experience.
* Staffing Time from confirmation of hiring shall be about 60 to 90 days.
(Depending on how much time the existing company would take to relieve them).
We may not have someone available on the bench mostly.
* This profile is available on very high salaries so we need to be thoughtful
while hiring. We will be offering them once you confirm.
* They may be available for WFO or WFH set up depending upon their need. (But
we will let you know in advance). (As a policy we don’t allow WFH)
* Typically we offer this profile only to clients who have an existing team of
at least 3 or more offshore staff with us.
* Also two more perils in staffing with experience profile. First, even after
accepting the offer we have seen staff not joining sometimes (either they are
retained by existing employers or they found a better opportunity and took
that). Second one is that the attrition is very high in this experience
bracket, because they have options. We have to continue to make an effort to
retain them. So we need to carefully plan and hire these profiles.
TEAM LEAD - SUPERVISOR - ACCOUNTING (SKILLS AND EXPERIENCE)
* 2+ Years Experience CA Accounting.
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* Preparation financial statement with analysis
* Review balance sheet account reconciliations on a monthly basis
* Evaluate monthly financial results
* Reviewing / Supervising the Job of Bookkeeper / Accountant / AP / AR Team
* Review and approve journal entries
* Budgeting - Variance analysis
* Mentoring Team
* Research, analyse, and recommend solutions to complex accounting issues.
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
* Proficient with Microsoft Office Suite and accounting software
TEAM LEAD - SUPERVISOR - ACCOUNTING (SKILLS AND EXPERIENCE)
* 2+ Years Experience UK Accounting.
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* Preparation financial statement with analysis
* Review balance sheet account reconciliations on a monthly basis
* Evaluate monthly financial results
* Reviewing / Supervising the Job of Bookkeeper / Accountant / AP / AR Team
* Review and approve journal entries
* Budgeting - Variance analysis
* Mentoring Team
* Research, analyse, and recommend solutions to complex accounting issues.
* KPI Reporting and Analysis (Operational and Core Business KPI)
* MIS Reporting
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
* Reconcile Control Accounts
* Proficient with Microsoft Office Suite and accounting software
ASSOCIATE - BUSINESS VALUATION (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understand Business Model and Forecasting Numbers.
* 50+ hour Certificate Course/Training on Business Valuation (That Includes)
(Onboarding Time is 3 Weeks Extra)
* 1. Business Valuation: Due Diligence, Guidance, Review, and Standards
2. Business Valuation: Approach and Valuation Report!
3. Business Valuations: Market Approach
4. Business Valuations: Income Approach
5. Business Valuations: Cost Approach
6. Red Flags in a Small Business Valuation
7. Intro to Business Models, Financial Modeling & Valuation
8. Understanding Business Model Canvas with real life examples
9. Tax Valuation
10. Most Common Errors in Business Valuation Report !
ASSOCIATE - BUSINESS VALUATION (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understand Business Model and Forecasting Numbers.
* 50+ hour Certificate Course/Training on Business Valuation (That Includes)
* 1. Business Valuation: Due Diligence, Guidance, Review, and Standards
2. Business Valuation: Approach and Valuation Report!
3. Business Valuations: Market Approach
4. Business Valuations: Income Approach
5. Business Valuations: Cost Approach
6. Red Flags in a Small Business Valuation
7. Intro to Business Models, Financial Modeling & Valuation
8. Understanding Business Model Canvas with real life examples
9. Tax Valuation
10. Most Common Errors in Business Valuation Report !
BASIC ACCOUNTING TRAINING (SKILLS AND EXPERIENCE)
* 20+ hrs of Basic Training covers
* 1. Fundamentals Understanding of Various Aspects of Accounting Industry and
it’s Terminologies.
2. How an Accounting Firms Operates.
3. Explain the format of the income statement and balance sheet
4. Define various financial statement terms (e.g. accounts receivable,
prepayments, etc.)
5. Record financial statement transactions (e.g. invoicing, raising equity,
buying inventory, etc.)
6. Prepare a simple income statement and balance sheet
7. Outline the format of the cash flow statement
8. Explain the difference between profit and cash
9. Prepare a simple cash flow statement using the balance sheet and income
statement
10. Capital Expenditure v/s Revenue Expenditure and it’s accounting.
11. Cash v/s Accrual Accouting.
12. 10+ Mock Accounting Projects Training and Review
ADVANCED ACCOUNTING TRAINING (SKILLS AND EXPERIENCE)
* 20+ hrs of Basic Training covers
* 1. Best Practices to accelerate the month end close
2. Managing Cashflow during a Pandemic
3. Common Issues With Financial Ratio Analysis
4. Corporate External Financial Reporting Decisions
5. Corporate Performance Management
6. Corporate Planning, Budgeting, and Forecasting
7. Corporate Risk Management
8. Cost Volume Profit (CVP) Analysis
9. Financial Statement Analysis Using Ratios
10. Working Capital Management
BUSINESS VALUATION (SKILLS AND EXPERIENCE)
Training available in following areas of Business Valuation (50+ hrs)
* Business Valuation: Due Diligence, Guidance, Review, and Standards
* Business Valuation: Approach and Valuation Report!
* Business Valuations: Market Approach
* Business Valuations: Income Approach
* Business Valuations: Cost Approach
* Red Flags in a Small Business Valuation
* Intro to Business Models, Financial Modeling & Valuation
* Understanding Business Model Canvas with real life examples
* Tax Valuation
* Most Common Errors in Business Valuation Report !
CFO ADVISORY (SKILLS AND EXPERIENCE)
Training available in following areas of CFO Advisory (50+ hrs)
* Financial Reporting.
* Budgeting and Forecasting.
* Cash flow analysis and Planning.
* Understanding, Tracking and Review KPI of business.
* Building and Reviewing MIS.
* Data Analytics
* Month End Closing
* Financial Statement Reading and Analysis.
* Business Risk Assessment.
* Strategic Planning
* Treasury and working capital management.
* Fund Raising.
HEDGE FUND ACCOUNTING (SKILLS AND EXPERIENCE)
Training course would include following areas of hedge fund accounting 20+ hrs
Hedge fund overview, Fundamentals & fund structures
Classic Strategies In Hedge Funds
Important Hedge Fund Strategies
* Performance measurement
* Directional strategies
* Arbitrage strategies
* Event-driven strategies
Fund Performance Analysis
Fund Concepts of Leverage
Hedge Fund Accounting and Taxation
Fund Risk Management
Case Studies
Fund Accounting
FORENSIC ACCOUNTING (SKILLS AND EXPERIENCE)
Training available in following areas of Forensic Accounting (40+ hrs)
* Introduction to Forensic Accounting
* Basics of Fraud Investigations
* Gathering & Managing Evidence
* Writing a Fraud Investigation Report
* Searching for Hidden Assets
* Accounting Conducting Background Checks & Suspect Profiles
* Conducting Interviews
* Conducting Online Investigations
* Fraud in the Financial Statements
* Payroll Fraud
* Investigation Reports; Preparation, Performance, and Pitfalls
* Document Review and Handwriting Analysis
DATA & FINANCIAL ANALYTICS (SKILLS AND EXPERIENCE)
Training available in following areas of Data & Financial Analytics (50+ hrs)
* Analysis of Financial statement for operational control.
* Measuring and Managing Customer Profitability
* Advanced Capital Budgeting
* Budgeting and Forecasting
* Data Visualisation using Excel
* Financial Modelling for Making Business decisions and plans
* Raising Finance for business & understanding Valuation
* Zero Based Budgeting
* Financial Ratio Analysis
* Internal and System Controls
* Standard Cost and Variance Analysis
* Working Capital Management
QUICKBOOKS TRAINING (SKILLS AND EXPERIENCE)
Quickbooks Training would cover various Basic to Advance areas in our 40+ hrs
training material
* QuickBooks: Setting Up a Chart of Accounts
* What is a Chart of Accounts (COA)? How the COA maps to report? Modifying the
COA
* Chart of Accounts vs. Products and Services
* How to add bank accounts, import transactions, categorize expenses, attach
receipts, and do bank reconciliations?
* Taking credit cards for your customer payments and using credit cards for
your own purchases.
* Merchant services options including Square, PayPal, QuickBooks® Payments, and
ACH payment processing.
* Swiping a credit card on a smartphone, then learn how to manage the
transaction in your accounting software.
* Nuances of managing your own corporate credit card balances with main cards
and sub cards.
* Who are your best customers, best sellers?
* Who owes you money, and who do you owe?
* Customize your reports and memorize your favorites for future use
* QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
* Progress Invoicing And Job Costing
* QB Year End Clean Up
* QBOAs Bookkeeping tools.
* How to use book reviewing.
* Bad debt - Cash based.
* Make sure undeposited funds only has pending deposits.
* Calculating inventory.
* Is your P&L accurate?.
* Your P&L and balance sheet.
* Quickbooks & Ecommerce
* Map and Reconcile Inventory between E-Commerce Platform and Quickbooks.
* Avoid Errors in sales tax mapping, inventory oversells, refunds,
returns,Cost
* Running Reports - Information, Analysis & Better Decisionof Goods Sold (COGs)
etc Customize reports in QuickBooks Online. Reports include :
* Profit and loss statement (P&L)
* Balance Sheet
* Accounts Payable
* Accounts Receivable
* Products
* Services
* Cash flow
XERO TRAINING (SKILLS AND EXPERIENCE)
* How to prepare a Balance Sheet, Statement of cash and Profit and Loss
Statement, and how to customize a report.
* How to customize a Balance Sheet, Statement of cash Profit and Loss
Statement, how to customize a report.
* How to compare budgeted and actual data on a Balance Sheet, Statement of
cash, and Profit and Loss Statement, and how to customize a report.
* How to publish, archive, and export a Balance Sheet, Statement of cash, and
Profit and Loss Statement, and how to customize a report.
* Create an invoice in Xero using a template.
* Set up repeating online invoices.
* See the payment status of your invoices in Xero.
* Turn accepted quotes into invoices.
* Send multiple online invoices.
* Copy or template your invoices.
* Import invoices from elsewhere
* Ways to improve your invoice in Xero
* Chase an invoice in Xero
* Accept payments in Xero
* Layout editor rules
* Access the layout editor
* Create account groups in financial reports
* Edit account groups in financial reports
* Remove an account group
* Add or edit a switching rule
* How custom reports work
* Create and save a custom report
* Set or remove default reports
* Create, edit and delete a formula
* What are report codes
* Export, import, mapping report codes
* Set up report styles
* Access report templates
* Use a report template in a client's organization
* Edit a report template
* Create, copy or preview a report template
* Report fields for practices using report templates
* Archive, restore or delete a report template
* Account Transactions report
* Aged Receivable Summary
* Expenses by Contact report
* Income by Contact report
* Account Summary report
* Invoice remindersv
* Attach a file from your device
* Merge contacts
PAYROLL (SKILLS AND EXPERIENCE)
100+ hours of Training Content Available in the area of Payroll and it’s
compliances.
* Form 941 Compliance - Latest
* Creating a Payroll Manual
* Employee Expense Reimbursements
* Everything about the W-4 Form you need to know
* Form I-9 Compliance
* Exempt vs. Non-exempt and how the FLSA defines each
* Expat and Inpat Payroll Processing
* Fundamentals of Form W-2 Processing and Preparation
* Garnishments, Child Supports & Other Levies
* Handling Child Supports
* Handling Deceased Employees?
* Handling federal and state tax levies
* Multi-State Payroll Taxation
* Multistate Payroll Compliance
* New Overtime regulations
* Non-Resident State Payroll Withholding Requirements
* Mandated State Sick Pay: Options and Requirements
* Payroll Tips for Mergers and Acquisitions
* Year End Best Practices for Payroll
* Payroll Record Retention
* Payroll Tax for Non-Resident F-1 & J-1 VISA holders
* Payroll Tax Headaches
* Amending Forms W-2 and 941
* Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
* Best Practices to Manage Your Multistate Payroll
CONSULTANT - CFO ADVISORY (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of US/CA Accounting and CFO support work.
* Fundamental Understanding Quickbooks
* 50 hours Certificate Course in Advanced concepts of controllership. (That
Includes) (Onboarding Time is 3 Weeks Extra)
* 1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.
CONSULTANT - CFO ADVISORY (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of US/CA Accounting and CFO support work.
* Fundamental Understanding Quickbooks
* 50 hours Certificate Course in Advanced concepts of controllership. (That
Includes)
* 1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.
CONSULTANT - CFO ADVISORY (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on UK Accounting
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding of US/CA Accounting and CFO support work.
* Fundamental Understanding Quickbooks
* 50 hours Certificate Course in Advanced concepts of controllership. (That
Includes)
* 1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.
ASSOCIATE - ACCOUNTING (ORACLE NETSUITE) (SKILLS AND EXPERIENCE)
* Trained for working on Netsuite Software
* 3 Months of Training on US Accounting
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
ASSOCIATE - FORENSIC ACCOUNTING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Accounting (View Training Outline)
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understanding and Interpreting Numbers and documentation and preparing
report.
* 40+ hour Certificate Course on Forensic Accounting (That Includes)
(Onboarding Time is 3 Weeks Extra)
* 1. Introduction to Forensic Accounting
2. Basics of Fraud Investigations
3. Gathering & Managing Evidence
4. Writing a Fraud Investigation Report
5. Searching for Hidden Assets
6. Accounting Conducting Background Checks & Suspect Profiles
7. Conducting Interviews
8. Conducting Online Investigations
9. Fraud in the Financial Statements
10. Payroll Fraud
11. Investigation Reports; Preparation, Performance, and Pitfalls
12. Document Review and Handwriting Analysis
ASSOCIATE - FORENSIC ACCOUNTING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Accounting
* Bachelor's Degree (Accounting) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Understanding and Interpreting Numbers and documentation and preparing
report.
* 40+ hour Certificate Course on Forensic Accounting (That Includes)
* 1. Introduction to Forensic Accounting
2. Basics of Fraud Investigations
3. Gathering & Managing Evidence
4. Writing a Fraud Investigation Report
5. Searching for Hidden Assets
6. Accounting Conducting Background Checks & Suspect Profiles
7. Conducting Interviews
8. Conducting Online Investigations
9. Fraud in the Financial Statements
10. Payroll Fraud
11. Investigation Reports; Preparation, Performance, and Pitfalls
12. Document Review and Handwriting Analysis
ASSOCIATE - ACCOUNTING (SAGE INTACCT) (SKILLS AND EXPERIENCE)
* Trained for working on Intacct Software
* 3 Months of Training on US Accounting
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
ASSOCIATE - ACCOUNTING (MICROSOFT DYNAMICS) (SKILLS AND EXPERIENCE)
* Trained for working on Microsoft Dynamics Software
* 3 Months of Training on US Accounting
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* 3+ years of experience in Accounting
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
ASSOCIATE - ACCOUNTING (BLACKBAUD) (SKILLS AND EXPERIENCE)
* Trained for working on Blackbaud
* 3 Months of Training on US Accounting
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
ASSOCIATE - ACCOUNTING (ACCUMATICA) (SKILLS AND EXPERIENCE)
* Experience of working on Accumatice Software
* 3 Months of Training on US Accounting
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks
* Advanced Excel Skills.
* Good Analytical and Observation skills on people and numbers.
* Balance sheet reconciliations
* Month end journal entries and adjustments
* Month-end close and financial reporting
* Review and Preparation of Monthly Bank Reconciliation
* Month end financial statements for internal and external users
* Tax Return Adjustment
* Payroll / Sales Tax / Loan / Investment Account Reconciliation
* Administer Concur Time & Expense system
* Assist with business taxes, registrations, and compliance filings
* Minimum Bachelor’s Degree
* Proficient with Microsoft Office Suite and accounting software
* MIS Reporting
* Cashflow Analysis and Reporting
* KPI Reporting and Analysis (Operational and Core Business KPI)
* Budgeting and Forecasting.
* Inter-company Reconciliation and Consolidated financial statements
CONSULTANT - TAX PREPARER (BUSINESS) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Tax (View Training Outline)
* Bachelor's Degree (Tax) or Semi Qualified(CA-CS) or Masters in Finance or CMA
(Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
CONSULTANT - TAX PREPARER (BUSINESS) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Tax
* Bachelor's Degree (Tax) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* At Least 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
CONSULTANT - TAX PREPARER (INDIVIDUAL)
* 12 Weeks of Training on US Tax (View Training Outline)
* Bachelor's Degree (Tax) or Semi Qualified(CA-CS) or Masters in Finance or CMA
(Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
CONSULTANT - TAX PREPARER (INDIVIDUAL)
* 12 Weeks of Training on CA Tax
* Bachelor's Degree (Tax) or Semi Qualified(CA-CS) or Masters in Finance or CMA
(Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
CONSULTANT - TAX PREPARER (INDIVIDUAL)
* 12 Weeks of Training on UK Tax
* Bachelor's Degree (Tax) or Semi Qualified(CA-CS) or Masters in Finance or CMA
(Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
ASSOCIATE - TAX PREPARER (BUSINESS) (SKILLS & EXPERIENCE)
* 12 Weeks of Training on UK Tax
* Bachelor's Degree (Tax) or CA-SemiQualified
* 2+ Years of Experience in Accounting. (In India)
* Fundamental Understanding UK Accounting and Accounting Software
* MS Office Suite, with strength in MS Excel
* Tax Preparation (Basic)
* Tax Filings at HMRC
* At Least 2 Tax Years of Core Tax Experience
* Computer Literacy - Moderate to Good
ASSOCIATE - PERSONAL TAX (SKILLS & EXPERIENCE)
* Bachelors or CA-Semi Qualified
* 2+ Years of Experience in Public Accounting. (In India)
* 3 Months of UK Accounting & Taxation Training.
* 1+ Yrs UK Tax Experience.
* MS Office Suite, with strength in MS Excel
* Preparing and submitting tax returns, tax computations and any other
necessary forms
* Researching, analyzing and interpreting changing tax laws in UK and overseas
* Liaising and negotiating with HM Revenue & Customs (HMRC) on behalf of the
client
* Advising on tax residence and domicile matters
* Producing reports and presentations for clients
* Different tax softwares
CONSULTANT - TAX ACCOUNTANT (CORPORATION) (SKILLS & EXPERIENCE)
* 12 Weeks of Training on UK Tax
* Bachelor's Degree (Tax) or Semi Qualified(CA-CS) or Masters in Finance or CMA
(Completed or Pursuing)
* 2+ Years of Experience in Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding UK Accounting and Accounting Software
* Managing monthly/quarterly VAT return
* Filing of VAT return under MTD.
* Year end accounts
* Adjusting Entries for Taxes
* Filing of Accounts and Tax Return
* Tax Preparation (Basic)
* Tax Filings at HMRC
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
ASSOCIATE - CORPORATE TAX AND COMPLIANCES (SKILLS & EXPERIENCE)
* Bachelors or CA-Semi Qualified
* 2+ Years of Experience in Public Accounting. (In India)
* 3 Months of UK Accounting & Taxation Training.
* 1+ Yrs UK Accounting & Tax Experience.
* MS Office Suite, with strength in MS Excel
* Overall management of the tax liabilities.
* Planning, filing and reporting of tax liability of the company
* R&D claims
* Reconciling balance with HMRC and balance as per books
* Communicating with HMRC on tax matters
* Maintain filing and payment deadlines
* Different tax softwares
TAX PREPARER CORPORATION TAX (SKILLS & EXPERIENCE)
* Business tax computation
* Corporation Tax (CT600)
* S455 Tax
* Carrying losses forward or back
* Capital allowance
* Profit apportionment
* Tax Computation report
TAX PREPARER SELF ASSESSMENT (SKILLS & EXPERIENCE)
* Self-assessment for individuals (SA 100)
* Self-assessment for Partnerships (SA 800)
* Forecast of personal and partnership taxes
* Property schedules
* Capital allowance
* Tax Return Letter
* Workpapers related to computation of tax
TAX PREPARER SELF ASSESSMENT (SKILLS & EXPERIENCE)
* Provide tax Compliance
* Tax Accountant Services
* Work on complex computations and tax returns
* Technical guidance and feedback to preparer
* Identifying and documenting issues
* Preparation of client queries
* Tax Planning and Tax Research
CONSULTANT - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Tax (View Training Outline)
* Bachelor's Degree (Tax) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Business Tax Preparation (Basic to Moderate)
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Year End Accounting and Adjustments (Basic)
* Computer Literacy - Moderate to Good
* Relevant Tax & Accounting Software Experience
CONSULTANT - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Tax
* Trained by Tax Reviewer with 5+ Years Experience.
* Also would also do a High Level Review of his work.
* Bachelor's Degree (Tax) or CA-SemiQualified
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Business Tax Preparation (Basic to Moderate)
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Year End Accounting and Adjustments (Basic)
* Computer Literacy - Moderate to Good
* Relevant Tax & Accounting Software Experience
CONSULTANT - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Tax
* Trained by Tax Reviewer with 5+ Years Experience.
* Also would also do a High Level Review of his work.
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Business Tax Preparation (Basic to Moderate)
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Year End Accounting and Adjustments (Basic)
* Computer Literacy - Moderate to Good
* Relevant Tax & Accounting Software Experience
ASSOCIATE - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Tax
* Bachelor's Degree (Tax) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Business Tax Preparation (Basic to Moderate)
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Year End Accounting and Adjustments (Basic)
* Computer Literacy - Moderate to Good
* Relevant Tax & Accounting Software Experience
CONSULTANT - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on UK Tax
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and UK Accounting.
* Business Tax Preparation (Basic to Moderate)
* Individual Tax Preparation (Basic)
* Year End Accounting and Adjustments (Basic)
* Computer Literacy - Moderate to Good
* Relevant Tax & Accounting Software Experience
TEAM LEAD - SUPERVISOR - TAX REVIEWER (SKILLS AND EXPERIENCE)
* 2+ Years Experience US Tax.
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Individual Tax Preparation (Moderate to Complex)
* Business Tax Preparation (Moderate to Complex)
* Multi-State Tax Preparation (Moderate to Complex)
* Consolidated Tax Returns
* Year End Accounting and Adjustments (Moderate)
* Exempt Organization Tax Preparation (Complex)
* Trust Tax Preparation (Complex)
* Basic Gift & Estate Tax Returns Preparation
* Foreign Forms Preparation - 5471, 5472, 1116, 2555
* Foreign Partnership Form - 8865,3520
* Foreign Corporation Form - 1120-F
* Tax Planning & Tax Research
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
TEAM LEAD - SUPERVISOR - TAX REVIEWER (SKILLS AND EXPERIENCE)
* 2+ Years Experience CA Tax.
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Individual Tax Preparation (Moderate to Complex)
* Business Tax Preparation (Moderate to Complex)
* Multi-State Tax Preparation (Moderate to Complex)
* Consolidated Tax Returns
* Year End Accounting and Adjustments (Moderate)
* Exempt Organization Tax Preparation (Complex)
* Trust Tax Preparation (Complex)
* Basic Gift & Estate Tax Returns Preparation
* Foreign Forms Preparation - 5471, 5472, 1116, 2555
* Foreign Partnership Form - 8865,3520
* Foreign Corporation Form - 1120-F
* Tax Planning & Tax Research
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
SR. CONSULTANT - SENIOR - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* 12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Individual Tax Preparation (Moderate)
* Business Tax Preparation (Moderate)
* Multi-State Tax Preparation (Moderate)
* Year End Accounting and Adjustments (Moderate)
* Basic Exempt Organization Tax Preparation
* Basic Trust Tax Preparation
* Foreign Forms Preparation - 5471, 5472, 1116, 2555
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
SR. CONSULTANT - SENIOR - TAX ACCOUNTANT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Tax
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Individual Tax Preparation (Moderate)
* Business Tax Preparation (Moderate)
* Multi-State Tax Preparation (Moderate)
* Year End Accounting and Adjustments (Moderate)
* Basic Exempt Organization Tax Preparation
* Basic Trust Tax Preparation
* Foreign Forms Preparation - 5471, 5472, 1116, 2555
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
SR. CONSULTANT - TAX PREPARER (BUSINESS) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* 12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* At Least 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
SR. CONSULTANT - TAX PREPARER (BUSINESS) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Tax
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* At Least 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
SR. ASSOCIATE - TAX PREPARER (BUSINESS) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or
ACCA Pursuing
* 3+ Years Experience Working in Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding XERO and Quickbooks and UK Accounting.
* Basic Business Tax Experience.
* At Least 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
SR. ASSOCIATE - PERSONAL TAX (SKILLS AND EXPERIENCE)
* Bachelors or CA-Semi Qualified
* 3+ Years of Experience in Public Accounting. (In India)
* 1+ Yrs UK Tax Experience.
* MS Office Suite, with strength in MS Excel
* Meeting with client and collating information
* Preparing and submitting tax returns, tax computations and any other
necessary forms
* Researching, analyzing and interpreting changing tax laws in UK and overseas
* Liaising and negotiating with HM Revenue & Customs (HMRC) on behalf of the
client
* Advising on tax residence and domicile matters
* Providing consultancy services to high value private clients
* Review tax returns.
* Supervise members of the tax team to ensure that tax returns are completed
correctly.
* Producing reports and presentations for clients
* Different tax softwares
SR. CONSULTANT - TAX PREPARER (INDIVIDUAL)(SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* 12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Atleast 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
SR. CONSULTANT - TAX PREPARER (INDIVIDUAL)(SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Tax
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Individual Tax Preparation (Basic)
* Multi-State Tax Preparation (Basic)
* Atleast 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
SR. ASSOCIATE - TAX PREPARER (INDIVIDUAL)(SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or
ACCA Pursuing
* 3+ Years Experience Working in Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding XERO, Quickbooks and UK Accounting.
* Individual Tax Preparation (Basic)
* Atleast 1 Tax Season Experience
* Computer Literacy - Moderate to Good
* Atleast One - Tax Software Experience
SR. ASSOCIATE - TAX PREPARER (INDIVIDUAL)(SKILLS AND EXPERIENCE)
* Bachelors or CA-Semi Qualified
* 3+ Years of Experience in Public Accounting. (In India)
* 1+ Yrs UK Tax Experience.
* MS Office Suite, with strength in MS Excel
* Overall management of the tax liabilities.
* Planning, filing and reporting of tax liability of the company
* Prepare corporation tax accounting disclosures, tax payment advice
calculations, computations and returns
* R&D claims
* Reconciling balance with HMRC and balance as per books
* Communicating with HMRC on tax matters
* Maintain filing and payment deadlines
* Different tax softwares
* Assist in solving queries of other associates as well as clients
* Review tax schedules and corporate tax return
* Advise on how to minimize tax liability
SR. ASSOCIATE - TAX ACCOUNTANT (CORPORATION) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding UK Accounting and Accounting Software
* Managing monthly/quarterly VAT return
* Filing of VAT return under MTD.
* Year end accounts
* Adjusting Entries for Taxes
* Filing of Accounts and Tax Return
* Tax Preparation (Basic)
* Tax Filings at HMRC
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
SR. CONSULTANT - INTERNATIONAL TAX (BUSINESS) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* 12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes) (Onboarding Takes 3 Weeks Extra)
* 1. Nonresident Taxation Planning Opportunities
2. The U.S. Contribution to BEPS (Base erosion and profit shifting) : GILTI
(Global Intangible Low Tax Income) and BEAT (The Base Erosion and
Anti-Abuse Tax)
3. International Taxation Challenges In The Digital Economy
4. The Unified Solution to BEPS (Base erosion and profit shifting)
challenges in the New Economy: Update on Pillar One and Pillar Two
5. Transfer Pricing Fundamentals
6. Transfer Pricing Essentials
7. Global Intangible Low-Taxed Income and Form 8992
8. Transfer Pricing for small and mid-size businesses
9. Tax Benefits For Exporters IC-DISCs And The Deduction For Foreign-derived
Intangible Income
10. Maximising Foreign Tax Credits: Planning and Compliance after Tax Cuts
Jobs Act
11. Anti-deferral Regimes: Subpart F, PFIC, and GILTI after TCJA
12. FIRPTA
13. Introduction to Tax Treaties
SR. CONSULTANT - INTERNATIONAL TAX (BUSINESS) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Tax
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes)
* 1. Nonresident Taxation Planning Opportunities
2. The U.S. Contribution to BEPS (Base erosion and profit shifting) : GILTI
(Global Intangible Low Tax Income) and BEAT (The Base Erosion and
Anti-Abuse Tax)
3. International Taxation Challenges In The Digital Economy
4. The Unified Solution to BEPS (Base erosion and profit shifting)
challenges in the New Economy: Update on Pillar One and Pillar Two
5. Transfer Pricing Fundamentals
6. Transfer Pricing Essentials
7. Global Intangible Low-Taxed Income and Form 8992
8. Transfer Pricing for small and mid-size businesses
9. Tax Benefits For Exporters IC-DISCs And The Deduction For Foreign-derived
Intangible Income
10. Maximising Foreign Tax Credits: Planning and Compliance after Tax Cuts
Jobs Act
11. Anti-deferral Regimes: Subpart F, PFIC, and GILTI after TCJA
12. FIRPTA
13. Introduction to Tax Treaties
SR. CONSULTANT - INTERNATIONAL TAX (INDIVIDUAL) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* 12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes)(Onboarding Takes 3 Weeks Extra)
* 1. 1040-NR U.S. Income Tax Returns for Non Citizens
2. Introduction To U.S. International Taxation
3. Classification of Non-Resident Entities
4. Tax Classification of Non-Resident Individuals
5. Transfer Taxes for American Non Domiciliaries
6. Compliance Requirements for Nonresidents
7. Foreign Investment in United States Real Property (FIRPTA)
8. Income Tax Inclusions for Nonresidents: Statutory Rules
9. Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
10. Income Sourcing Rules
11. Nonresident Taxation: Introduction to Considerations
12. FATCA & FBAR Compliance
13. Foreign Earned Income: Form 2555 Exclusion Reporting
14. Nonresident Alien Reporting: IRS Compliance
15. A nonresident sells U.S. real property: FIRPTA filing guidance on Forms
8288
16. Claiming a tax treaty income tax exclusion
17. Form 1040 filers’ Foreign Information Reporting Overview
SR. CONSULTANT - INTERNATIONAL TAX (INDIVIDUAL) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Tax
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes)
* 1. 1040-NR U.S. Income Tax Returns for Non Citizens
2. Introduction To U.S. International Taxation
3. Classification of Non-Resident Entities
4. Tax Classification of Non-Resident Individuals
5. Transfer Taxes for American Non Domiciliaries
6. Compliance Requirements for Nonresidents
7. Foreign Investment in United States Real Property (FIRPTA)
8. Income Tax Inclusions for Nonresidents: Statutory Rules
9. Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
10. Income Sourcing Rules
11. Nonresident Taxation: Introduction to Considerations
12. FATCA & FBAR Compliance
13. Foreign Earned Income: Form 2555 Exclusion Reporting
14. Nonresident Alien Reporting: IRS Compliance
15. A nonresident sells U.S. real property: FIRPTA filing guidance on Forms
8288
16. Claiming a tax treaty income tax exclusion
17. Form 1040 filers’ Foreign Information Reporting Overview
SR. ASSOCIATE - TRUST & ESTATE & FAMILY OFFICE (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel.
* Intermediate Understanding Individual Tax and Business Tax.
* Fundamental Understanding Quickbooks and Tax Software.
* 40 hours Certificate Course on Trust, Estate Planning and HNI Tax Planning.
(That Includes)
* 1. Annuity Fundamentals & Tax Planning
2. Fundamentals of Estate Planning
3. Essential of Estate Planning
4. Estate Planning for Qualified Retirement Plans and IRA’s
5. Estate Planning Tools and Techniques
6. Psychology of Estate Planning
7. Key Estate Planning Considerations
8. Planning for Your Clients' Incapacity
9. Tactical and Strategic Roth Conversions in 2020 after the Secure Act
10. Understanding the Important Gift, Estate, and Income Tax Elections
11. Taxation of Trusts & Form 1041
12. Prepare the 709 Gift Tax Return
13. The Efficacy and Application of 30 Common Trusts
14. Long-Term Care Fundamentals.
15. Succession and Exit Planning in Family Business
SR. ASSOCIATE - STATE & LOCAL TAXES (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 20+ Hours of Certificate Course Fundamental of State and Local Taxes
* 1. Introduction to Sales Tax.
2. Sales Tax and Determining Nexus.
3. Products and Services Subject to Sales Tax.
4. Introduction to Use Tax.
5. Understanding Sales Tax Audit Process.
6. Contractor and Their Sales Tax Responsibilities.
7. Sales Tax Liabilities of Manufacturers and Other Services Providers.
8. Sales Tax Refund
9. Sales Tax Disputes- The Hearing Process & Getting Guidance
SR. ASSOCIATE - TAX PLANNING & TAX CREDITS (BUSINESS) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 30+ hours of Certificate Courses on Real Estate Taxes Strategies. (That
Includes)
* 1. R&D Tax Credits for Every Industry
2. R&D Tax Credits: Understanding Qualification and Debunking Myths
3. EPAct 2005: A Lasting Impact (Energy-Efficient Tax Deductions for
Commercial Real Estate)
4. Section 1031 Exchanges: Qualification and Tax Reporting
5. Tax Strategies for Real Estate
6. Tax Planning for Passive Activities
7. Opportunity Zones
8. Sec. 199A Cutting Edge Tax Strategies for Rental Real Estate
9. S Corporation Tax strategies
10. Tax Strategies for Partnerships
11. Cost Segregation Studies for Real Estate Assets
12. Current Commercial Real Estate Depreciation Strategies for 2021
13. Small Business Tax cutting Strategies.
SR. ASSOCIATE - TAX PLANNING (INDIVIDUAL) (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and Tax Software.
* Intermediate to Advance level understanding of Individual Tax.
* 30+ hours of Certificate Courses on Individual Tax Planning strategies. (That
Includes)
* 1. Self Employment Tax Planning with LLCs and S Corporations
2. Tax Planning for Retirement
3. Tax Planning on Itemised Deduction.
4. Educational Tax credit/Child Tax Credit.
5. Community Property Taxation
6. Planning strategies for the sale of capital gain assets and real property
7. Planning for required minimum distributions
8. Maximising tax benefits on the sale of a principal residence
9. Like-kind exchanges and instalment sales
10. Tax planning opportunities for rental properties
11. Tax Planning for Passive Activities
12. Annuity Fundamentals & Tax Planning for Accountants & CPAs
13. Deeper understanding of Schedule C.
SR. ASSOCIATE - TAX RESOLUTION (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 3+ Years of Experience in Public Accounting. (In India)
* 1 to 2 Years of Experience in US Accounting and Tax.
* Basic Individual Tax and Business Tax Experience.
* 40+ hours Certificate Course on Fundamentals of Tax Resolution. (That
Includes)
* 1. Basic Understanding of Unfiled Tax Returns, Payroll Tax Default, IRS
Transcript Analysis, Wage Garnishment, FBAR, Instalment Agreement, IRS
Tax Payment Plans.
2. Basic IRS Audit Process & Defence Presentation
3. The Structure and Organisation of the IRS
4. How to Analyse Your Client’s Tax Situation
5. IRS Penalties, Abatements, and Reasonable Cause
6. Innocent Spouse Relief
7. Circular 230 Ethics and Updates
8. Offer-in-Compromise
9. Getting Organised to Resolve Collection Issues
10. Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
SR. ASSOCIATE - REAL ESTATE TAXES (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Tax
* Masters Degree (Tax) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA
or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Intermediate level Business Tax Experience.
* 80+ hours of Certificate Courses and Training on Real Estate Taxes
Strategies. (That Includes)
* 1. Acquisition and Depreciation Strategies
2. Repairs and Capital Improvements
3. Interest Deductions
4. Cost Recovery, Partial Disposition
5. 199A Tax strategies
6. Safe Harbor for Real Estate Rentals
7. Passive Loss Rules
8. Opportunity Zones
9. Like-kind exchange strategies
10. Cost Segregations
11. Financing considerations
12. Bonus depreciation,
13. Section 179, and the de minimis rules
ASSOCIATE - INTERNATIONAL TAX (BUSINESS) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Tax) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes)
* 1. Nonresident Taxation Planning Opportunities
2. The U.S. Contribution to BEPS (Base erosion and profit shifting) : GILTI
(Global Intangible Low Tax Income) and BEAT (The Base Erosion and
Anti-Abuse Tax)
3. International Taxation Challenges In The Digital Economy
4. The Unified Solution to BEPS (Base erosion and profit shifting)
challenges in the New Economy: Update on Pillar One and Pillar Two
5. Transfer Pricing Fundamentals
6. Transfer Pricing Essentials
7. Global Intangible Low-Taxed Income and Form 8992
8. Transfer Pricing for small and mid-size businesses
9. Tax Benefits For Exporters IC-DISCs And The Deduction For Foreign-derived
Intangible Income
10. Maximising Foreign Tax Credits: Planning and Compliance after Tax Cuts
Jobs Act
11. Anti-deferral Regimes: Subpart F, PFIC, and GILTI after TCJA
12. FIRPTA
13. Introduction to Tax Treaties
BASIC STAFF TRAINING - INDIVIDUAL (SKILLS AND EXPERIENCE)
Training available in following areas of Individual Tax (40+ hrs)
* Tax Law: Structure of Tax Law
* Form 1040
* Standard Deductions
* Tax Brackets
* Who Must File and Forms
* Interconnected Topics
* Filing Status Options - Determining Filing Status: Overview, Inevitable
Mistakes
* Dependents, Key to Unlocking Benefits, Qualifying Child
* Tiebreakers (Identify the first tiebreaker rule with respect to which person
can claim a dependent)
* Qualifying Relative - Differentiate the qualifying relative four tests
* Credits: Dollar for Dollar Benefit
* Income and Interconnected Benefits
* Child Tax Credit and Other Dependents Tax Credits
* Recognize how to choose the best filing status for your client
* Identify the tax consequences of getting married
* Identify individuals who are eligible to be claimed as dependents
* Recognize how to compute the child tax credit
* Identify examples of itemized deductions
* Recognize which specific tax-advantaged plan helps parents save money for
college for their children
* Identify the lowest percentage tax bracket for head of household filers
* Describe which 1040 tax form should be used by nonresident aliens
* Identify the trickiest requirement as it relates to the head of household
filing status
* Describe which filing statuses generally has the worst tax rates.
* Identify a way that joint and several liability for married filing separate
taxpayers can be waived
* Shifting Gears — Itemized vs. Standard Deduction
* Choice #1: Standard Deduction
* Transferring Child Tax Credit
* Dependent Care Credit
* Earned Income Tax Credit
* Complexity
* Education Incentives
* Saving for College: Saving Taxes
* Tuition Credits (AOTC and Lifetime Learning)
* Preparer Due Diligence
* Stress and Growth
* Interest Expense (Itemized Deductions)
* Mortgage Interest — Personal Residences
* Mortgage Interest Expense
* Investment Interest Expense
* Medical Expenses (Itemized Deduction)
* Property/Income/Sales Taxes
* Fascinated vs. Frustrated
* Charitable Contributions (Itemized Deduction)
* Form 8283
* Employee Expenses — Get Reimbursement
* Form W‐2
* Schedule B: Interest and Dividend Income
* 1099‐INT
* 1099‐DIV
* Retirement Plan Distributions
* Form 1099‐R
* Preparing and Reviewing Mock Tax Returns
BASIC STAFF TRAINING - PARTNERSHIPS (SKILLS AND EXPERIENCE)
Training available in following areas of Individual Tax (30+ hrs)
* Who Must File?
* Late Filing Penalties
* Types of Partnerships
* Partnerships Great for Real Estate Rentals
* Partnerships Great for Older Partners
* Form 1065
* Guaranteed Payments
* K‐1s
* Adjusted Basis Partnership Interest
* Computing Basis Partnership Interest
* Reporting Tax Basis Capital Accounts
* New for 2020: Forms 1065
* Step‐Ups: Buyers of Partnership Interests
* Section 754 Election
* Scrubbing Depreciation: §754
* "Adjusting" Basis for Distributions: §734
* An Overview: CPAR
* CPAR — The New Partnership Audit Rules
* Off‐Ramp #1 — Electing Out of CPAR
* Off‐Ramp #2 — Amended Returns or Pull‐In Procedure
* Off‐Ramp #3 — The "Push‐Out" Election
* The End of the Line: Imputed Adjustments
* Partnership Representatives: What Could Possibly Go Wrong?
* Self‐Employment Taxes
* SE Tax and Real Estate Rentals
* General Partners
* Limited Partners
* LLCs: Neither
* SE Tax for LLCs and Case Law
* SE Tax for LLC Members
* IRS Informal Position: DCN PST/C/366_01_01‐01
* Reporting Self‐Employment Income: Forms K‐1
* Form 8825: Rental Real Estate
* Tax items with special characteristics that must be reported separately to
partners.
* How to compute self-employment income for different types of partners.
* Compute the tax basis of partners in their partnership interests.
* Late filing penalties in various client scenarios.
* Differentiate types of partnerships.
* Correct statements regarding guaranteed payments.
* Special tax significance items is subject to AGI limits
* Correct formula for computing an adjusted basis in a partnership interest.
* Exit ramps with respect to CPAR.
* An extensive review of the partnership tax laws with an emphasis on any new
legislative changes (SECURE & CARES Act)
* Review Form 1065 to learn how income statement items get reported on the
partnership/LLC tax return (i.e. page 1 versus Schedule K) and flow-thru to
the partner/members on Schedule K-1
* Analyze the Schedule K-1 line-by-line and discuss where the items get
reported on the individual’s Federal income tax return and how the items
affect the partner/member’s the outside basis
* Look at what relevant information related to the 3.8% net investment income
tax needs to be reported to the partners/members
* Formation issues including the mandatory allocation of the §704(c)
pre-contribution gain or losses back to the contributing partner/member
* The purpose of tax and §704(b) book capital account
* Reporting recourse and non-recourse debt on the Schedule K-1
* Tax ramifications and reporting of cash and non-cash distributions including
disproportionate distributions of “hot assets”
* Overview of the §754 elections for optional basis adjustments triggering §743
(transfer of interests) and §734 (distributions)
BASIC STAFF TRAINING - S & C CORP (SKILLS AND EXPERIENCE)
Training available in following areas of Tax for S & C Corp (30+ hrs)
* Taxation comparison: S corporations vs. C corporations
* Form 1120‐S
* Form 1120
* Form 1099‐DIV
* Biggest Differences: S Corp vs. C Corp
* The Problem with C Corps Double Tax
* Qualification for S Corp Status
* Traps: Second Class of Stock
* Mowery v. Commissioner: TC Memo 2018‐105
* Form 2553: Electing to Be an S Corp
* Fixing Late Elections
* Mistakes Were Made: §1362(F)
* Reasonable Compensation: The Stakes
* Recharacterization: IRS Needs Some Payment
* How Do We Calculate "Reasonable Comp?
* Methods to Determine Reasonable Compensation
* Talented People and S Corps
* Lessons Learned S Corps and Payroll Taxes
* Benefits and "Reasonable Compensation"
* Adjusted Basis: S Corp Stock
* Alf: Computing Basis and S Corp Stock
* Stock Basis: Distributions First
* When Do Loans Increase Shareholder Basis?
* Fringe Benefits
* Social Security Benefits
* Looking Ahead: Social Security Down the Road
* Computation: Social Security Benefits
* Identify mistakes that can lead to disqualification of S corporation status
* How to fix mistakes that resulted in the disqualification of S corporation
status
* Compute the range of reasonable compensation for S corporation shareholders
* Which forms to use in various client scenarios
* Identify the current tax rates
* Differentiate between C and S Corps
* Which types of entities is eligible to be treated as an S Corp
* Identify a second class of stock
* Reasonable compensation and S Corps
* Common taxable noncash benefit
* Common noncash fringe benefit that is not taxable
* Identify the first step in calculating the cost of lost social security
benefits
* Recognize when a C or S Corp pays tax
* Identify a type of retirement plan where contributions are based upon
compensation
* Recognize which form is used to elect S Corp status
* Identify a reason why an S Corp shareholder must keep track of their stock
basis
* Identify correct statements regarding fringe benefits and taxability
* Describe a characteristic that would prevent an entity from electing to be
treated as an S Corp
INTERMEDIATE TRAINING - INDIVIDUAL (SKILLS AND EXPERIENCE)
Training available in following areas of Individual Tax (40+ hrs)
* Increasing Mechanization
* Income
* Schedules C and F
* Form 1099-MISC: Reporting to Payees
* Business Expenses
* Meals and Entertainment
* Automobiles
* Form 4562: Depreciation
* Rough Hewn Estimates
* Capital Expenditures vs. Repairs
* De minimis: Book Conformity
* De Minimis Rule: Improvements
* Home Office Expenses
* Schedule E: Rental Income and Expenses
* Form 1098
* Defending Clients
* Capital Gains and Losses
* Form 8949
* Schedule D
* Long‐Term Capital Gain: Year and a Day
* Netting of Capital Gains and Capital Losses
* Home Sale Exclusion (§121)
* Form K‐1: Passthrough Income
* Use of Rental for Personal Purposes
* Vacation Homes
* Form 8582: Passive Losses
* Active Participation Exemption
* Recap: Per Se Passive Exceptions
* Social Security Benefits
* Other Taxable Income
* Schedule 1: Virtual Currency Question
* Adjustments to Income
* Deductible Part of Self‐Employment Tax
* Self‐Employed Retirement Plans
* Simplified Employee Pensions: "SEP's"
* Establishing a SEP: 5305‐SEP
* Simple Plans
* 401(k)s Defined Benefit Plans
* Traditional IRAs and Roth IRAs
* Overcoming Roth Limits
* Student Loan Interest Expense
* Tuition Deduction
* §199A — The QBID
* Specified Service Businesses Guard Rails
* Other Taxes
* Self‐Employment Tax
* Credits
* "Kiddie Tax"
* Looking Ahead
* Premium Tax Credit
* The Twins: NIIT and Medicare Surtax
* The Net Investment Income Tax ("NIIT")
* Medicare Surtax
* Saver's Credit
* Income Tax Withholding and Estimated Taxes
* W‐4: Employee Withholding
* Form 1040‐ES: Estimated Tax Payments.
* Preparing and Reviewing Mock Tax Returns
INTERMEDIATE STAFF TRAINING - PARTNERSHIPS (SKILLS AND EXPERIENCE)
Training available in following areas of Partnership Tax Tax (40+ hrs)
* An extensive review of the partnership tax laws with an emphasis on any new
legislative changes (SECURE & CURES Act) including the Tax Cuts & Jobs Act
(TCJA) 20% qualified business income (QBI) deduction and changes to the
interest deduction, fringe benefits, and entertainment expenses
* Case - Forms of Operating a Business, Taxable Year End & Accounting Issues
* Other Income Tax Return Filing Issues
* Contribution of Property
* Partnership formation & 704(c)
* Exception & Special rules
* Partnership Formation - Tax Basis & Capital Accounts
* Schedule K-1 Reporting - Net Investment Income
* Application to Partnerships & S corpirations
* Application to Partnerships
* Obligation to Make Payment
* Basis of distributed Property Other than Money
* Overview of different forms of business entities including the check-the-box
regulations
* Formation issues including the mandatory allocation of the §704(c)
pre-contribution gain or losses back to the contributing partner/member
* Schedule K and K-1 – separately & non-separately stated income and expense
items
* Substantial economic effect requirement to have special allocations to the
partners/members
* Allocation of recourse & non-recourse debt on K-1s
* Guaranteed payment issues and tax treatment of fringe benefits
* Self-employment tax issues and pitfalls
* §754 optional basis adjustments and mandatory adjustments
* Tax treatment of distributions - cash versus non-cash & liquidating versus
non-liquidating
* Overview of a partner/member’s outside basis and deductibility of losses
INTERMEDIATE STAFF TRAINING - S CORP (SKILLS AND EXPERIENCE)
Training available in following areas of Tax (30+ hrs)
* An extensive review of the S corporation tax laws with an emphasis on any new
legislative changes (SECURE & CURES Act) including the Tax Cuts & Jobs Act
(TCJA) new 20% qualified business income (QBI) deduction and changes to the
interest deduction, fringe benefits, and entertainment expenses
* Requirements to make an S election (i.e., types and numbers of shareholders
and the second class of stock issues)
* Fixing late S corporation elections (i.e. Form 2553)
* S corporation formation (§351) and liquidation issues
* Revocation and termination of S corporations
* Schedule K and K-1 – separately & non-separately stated income and expense
items.
* Compensation issues including the tax treatment of fringe benefits.
* Built-in gains tax and other planning opportunities when converting a C to S
corporation.
* Preparation of the Schedule M-2 and the ordering rules for distributions out
of the AAA, PTI, E&P and OAA accounts.
* Tax treatment of stock redemptions (sale or distribution?).
* Overview of a shareholder stock and debt basis and deductibility of losses.
* Adjustments to Shareholder Debt Basis
* Expansion of Cash Method of Accounting for Small Business
* Corporate Formation
* Procedural Requirements
* Form 1120S Instructions to Schedule K-1, Line 17
* Qualified Business Income Deduction
* Modifications of Limitation on Business Interest
* Ordering Rules of Distributions
* Issue of Converting from a C to S corpotation
INTERNATIONAL TAX (BUSINESS) (SKILLS AND EXPERIENCE)
Training available in following areas of International Tax (Business) (50+ hrs)
* Nonresident Taxation Planning Opportunities
* The U.S. Contribution to BEPS (Base erosion and profit shifting) : GILTI
(Global Intangible Low Tax Income) and BEAT (The Base Erosion and Anti-Abuse
Tax)
* International Taxation Challenges In The Digital Economy
* The Unified Solution to BEPS (Base erosion and profit shifting) challenges in
the New Economy: Update on Pillar One and Pillar Two
* Transfer Pricing Fundamentals
* Transfer Pricing Essentials
* Global Intangible Low-Taxed Income and Form 8992
* Transfer Pricing for small and mid-size businesses
* Tax Benefits For Exporters IC-DISCs And The Deduction For Foreign-derived
Intangible Income
* Maximising Foreign Tax Credits: Planning and Compliance after Tax Cuts Jobs
Act
* Anti-deferral Regimes: Subpart F, PFIC, and GILTI after TCJA
* FIRPTA
* Introduction to Tax Treaties
INTERNATIONAL TAX (INDIVIDUAL) (SKILLS AND EXPERIENCE)
Training available in following areas of International Tax (Individual) (50+
hrs)
* 1040-NR U.S. Income Tax Returns for Non Citizens
* Introduction To U.S. International Taxation
* Classification of Non-Resident Entities
* Tax Classification of Non-Resident Individuals
* Transfer Taxes for American Non Domiciliaries
* Compliance Requirements for Nonresidents
* Foreign Investment in United States Real Property (FIRPTA)
* Income Tax Inclusions for Nonresidents: Statutory Rules
* Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
* Income Sourcing Rules
* Nonresident Taxation: Introduction to Considerations
* FATCA & FBAR Compliance
* Foreign Earned Income: Form 2555 Exclusion Reporting
* Nonresident Alien Reporting: IRS Compliance
* A nonresident sells U.S. real property: FIRPTA filing guidance on Forms 8288
* Claiming a tax treaty income tax exclusion
* Form 1040 filers’ Foreign Information Reporting Overview
TRUST & ESTATE & FAMILY OFFICE (SKILLS AND EXPERIENCE)
Training available in following areas of Trust & Estate & Family Office (40+
hrs)
* Fundamentals of Estate Planning
* Essential of Estate Planning
* Estate Planning for Qualified Retirement Plans and IRA’s
* Estate Planning Tools and Techniques
* Psychology of Estate Planning
* Key Estate Planning Considerations
* Planning for Your Clients' Incapacity
* Tactical and Strategic Roth Conversions in 2020 after the Secure Act
* Understanding the Important Gift, Estate, and Income Tax Elections
* Taxation of Trusts & Form 1041
* Prepare the 709 Gift Tax Return
* The Efficacy and Application of 30 Common Trusts
* Long-Term Care Fundamentals.
* Succession and Exit Planning in Family Business
* Annuity Fundamentals & Tax Planning
STATE & LOCAL TAXES (SKILLS AND EXPERIENCE)
Training available in following areas of State & Local Taxes (20+ hrs)
* Introduction to Sales Tax.
* Sales Tax and Determining Nexus.
* Products and Services Subject to Sales Tax.
* Introduction to Use Tax.
* Understanding Sales Tax Audit Process.
* Contractor and Their Sales Tax Responsibilities.
* Sales Tax Liabilities of Manufacturers and Other Services Providers.
* Sales Tax Refund
* Sales Tax Disputes- The Hearing Process & Getting Guidance
TAX PLANNING & TAX CREDITS (BUSINESS) (SKILLS AND EXPERIENCE)
Training available in following areas of Tax Planning & Tax Credits (Business)
(30+ hrs)
* R&D Tax Credits for Every Industry
* R&D Tax Credits: Understanding Qualification and Debunking Myths
* EPAct 2005: A Lasting Impact (Energy-Efficient Tax Deductions for Commercial
Real Estate)
* Section 1031 Exchanges: Qualification and Tax Reporting
* Tax Strategies for Real Estate
* Tax Planning for Passive Activities
* Opportunity Zones
* Sec. 199A Cutting Edge Tax Strategies for Rental Real Estate
* S Corporation Tax strategies
* Tax Strategies for Partnerships
* Cost Segregation Studies for Real Estate Assets
* Current Commercial Real Estate Depreciation Strategies for 2021
* Small Business Tax cutting Strategies.
TAX RESOLUTIONS (SKILLS AND EXPERIENCE)
Training available in following areas of Tax Resolutions (40+ hrs)
* Basic Understanding of Unfiled Tax Returns, Payroll Tax Default, IRS
Transcript Analysis, Wage Garnishment, FBAR, Instalment Agreement, IRS Tax
Payment Plans.
* Basic IRS Audit Process & Defence Presentation
* The Structure and Organisation of the IRS
* How to Analyse Your Client’s Tax Situation
* IRS Penalties, Abatements, and Reasonable Cause
* Innocent Spouse Relief
* Circular 230 Ethics and Updates
* Offer-in-Compromise
* Getting Organised to Resolve Collection Issues
* Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
TAX PLANNING (INDIVIDUAL) (SKILLS AND EXPERIENCE)
Training available in following areas of Tax Planning (Individual) (30+ hrs)
* Self Employment Tax Planning with LLCs and S Corporations
* Tax Planning for Retirement
* Tax Planning on Itemised Deduction.
* Educational Tax credit/Child Tax Credit.
* Community Property Taxation
* Planning strategies for the sale of capital gain assets and real property
* Planning for required minimum distributions
* Maximising tax benefits on the sale of a principal residence
* Like-kind exchanges and instalment sales
* Tax planning opportunities for rental properties
* Tax Planning for Passive Activities
* Annuity Fundamentals & Tax Planning for Accountants & CPAs
* Deeper understanding of Schedule C.
REAL ESTATE TAXES (SKILLS AND EXPERIENCE)
Training available in following areas of Real Estate Taxes (80+ hrs)
* Acquisition and Depreciation Strategies
* Repairs and Capital Improvements
* Interest Deductions
* Cost Recovery, Partial Disposition
* 199A Tax strategies
* Safe Harbor for Real Estate Rentals
* Passive Loss Rules
* Opportunity Zones
* Like-kind exchange strategies
* Cost Segregations
* Financing considerations
* Bonus depreciation,
* Section 179, and the de minimis rules
FORM 990 (TAX RETURN PREPARATION - REVIEW) (SKILLS AND EXPERIENCE)
The Training course will cover all the ins and outs of preparing a 990s.It will
cover all all the common schedules along with common practitioner errors and
shall include.
* Basic elements of the most often used Form 990 schedules
* Exempt organization satisfying all required governance/insider compensation
rules
* Form 1023
* Public Vs. Private Foundation
* General overview of Form 990, 990T, 990EZ, 990N & 990 PF
* Form 990 – Program Services
* Overview of various other Parts of Form 990s
* Listing of Officers, Directors and Key Employees
* Responsibility Test for Key Employees
* Disregarded Entity
* Disclosures on Form 990
* Related Organizations
* Preparation Pitfalls
* Unrelated Business Income Tax (UBIT)
IRS TRANSCRIPT ANALYSIS (SKILLS AND EXPERIENCE)
* Review the basic transcripts.
* Understanding records and insights into actions made by the IRS and a client.
* Analyze the most common Transaction Codes (TC).
* How to read and understand Account transcripts
* How to read and understand Wage & Income transcripts
* How to read and understand Return transcripts
* How to read and understand Combination Transcript
* Record of account transcript
ASSOCIATE - INTERNATIONAL TAX (INDIVIDUAL) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes)
* 1. 1040-NR U.S. Income Tax Returns for Non Citizens
2. Introduction To U.S. International Taxation
3. Classification of Non-Resident Entities
4. Tax Classification of Non-Resident Individuals
5. Transfer Taxes for American Non Domiciliaries
6. Compliance Requirements for Nonresidents
7. Foreign Investment in United States Real Property (FIRPTA)
8. Income Tax Inclusions for Nonresidents: Statutory Rules
9. Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
10. Income Sourcing Rules
11. Nonresident Taxation: Introduction to Considerations
12. FATCA & FBAR Compliance
13. Foreign Earned Income: Form 2555 Exclusion Reporting
14. Nonresident Alien Reporting: IRS Compliance
15. A nonresident sells U.S. real property: FIRPTA filing guidance on Forms
8288
16. Claiming a tax treaty income tax exclusion
17. Form 1040 filers’ Foreign Information Reporting Overview
ASSOCIATE - INTERNATIONAL TAX (INDIVIDUAL) (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* Basic Individual Tax and Business Tax Experience.
* 50+ Hours of Certificate Course/Training Fundamental of International
taxation (That Includes)
* 1. 1040-NR U.S. Income Tax Returns for Non Citizens
2. Introduction To U.S. International Taxation
3. Classification of Non-Resident Entities
4. Tax Classification of Non-Resident Individuals
5. Transfer Taxes for American Non Domiciliaries
6. Compliance Requirements for Nonresidents
7. Foreign Investment in United States Real Property (FIRPTA)
8. Income Tax Inclusions for Nonresidents: Statutory Rules
9. Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
10. Income Sourcing Rules
11. Nonresident Taxation: Introduction to Considerations
12. FATCA & FBAR Compliance
13. Foreign Earned Income: Form 2555 Exclusion Reporting
14. Nonresident Alien Reporting: IRS Compliance
15. A nonresident sells U.S. real property: FIRPTA filing guidance on Forms
8288
16. Claiming a tax treaty income tax exclusion
17. Form 1040 filers’ Foreign Information Reporting Overview
CONSULTANT - FINANCIAL AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or
CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Audit.
* Audit Planning - Risk Assessment
* Audit Execution - Checking and Reviewing Samples
* Preparation of Audit Report
* Proficiency spreadsheets,Caseware, Quickbooks
* Effective written communication skill
ASSOCIATE - AUDITOR (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit
* Trained by Tax Reviewer with 5+ Years Experience.
* Also would also do a High Level Review of his work.
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Audit.
* Audit Planning - Risk Assessment
* Audit Execution - Checking and Reviewing Samples
* Preparation of Audit Report
* Proficiency spreadsheets,Caseware, Quickbooks
* Effective written communication skill
ASSOCIATE - AUDITOR (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* Trained by Tax Reviewer with 5+ Years Experience.
* Also would also do a High Level Review of his work.
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Audit.
* Audit Planning - Risk Assessment
* Audit Execution - Checking and Reviewing Samples
* Preparation of Audit Report
* Proficiency spreadsheets,Caseware, Quickbooks
* Effective written communication skill
CONSULTANT - FINANCIAL AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or
CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Audit.
* Audit Planning - Risk Assessment
* Audit Execution - Checking and Reviewing Samples
* Preparation of Audit Report
* Proficiency spreadsheets,Caseware, Quickbooks
* Effective written communication skill
CONSULTANT - FINANCIAL AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on UK Audit
* Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or
CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and UK Accounting/Audit.
* Audit Planning - Risk Assessment
* Audit Execution - Checking and Reviewing Samples
* Preparation of Audit Report
* Proficiency spreadsheets,Caseware, Quickbooks
* Effective written communication skill
CONSULTANT - NON-PROFIT AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Non-Profit Accounting and Audting
* 30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing.
(That Includes) (Onboarding Time 3 Weeks Extra)
* 1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions
CONSULTANT - NON-PROFIT AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of Non-Profit Accounting and Audting
* 30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing.
(That Includes)
* 1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions
ASSOCIATE - NON-PROFIT AUDITING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Non-Profit Accounting and Audting
* 30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing.
(That Includes)
* 1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions
ASSOCIATE - SOC AUDIT & REPORTING (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of SOC Audit and Reporting.
* 10 hours of Certificate Course/Training on SOC Reporting. (That Includes)
(Onboarding Time 2 Weeks Extra)
* 1. SOC Reporting Standards
2. Considerations while opting for the right SOC report.
3. SOC Readiness - Making the service organisation ready for SOC reporting.
4. Types SOC Reports and IT audit considerations for each type of report.
5. Benefits of SOC reporting for service organisations , customers and
auditors.
6. Various types of service and sub service organisations.
7. Recognize the requirements to prepare for a SOC engagement.
8. Recognize the requirements for SOC 1 reports.
9. Recognize the requirements for SOC 2 reports.
10. Recognize the requirements for SOC 3 reports.
11. Procedures to conduct and report on a SOC 1 engagement.
12. Procedures to conduct and report on a SOC 2 engagement.
13. Procedures to conduct and report on a SOC 3 engagement.
14. Recognize the requirements for user entities.
CONSULTANT - INTERNAL AUDIT/SOX AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Internal Audit and SOX.
* Basic Individual Tax and Business Tax Experience.
* 40+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes) (Onboarding Time 3 Weeks Extra)
* 1. SOX and the Internal Control Framework
2. SOX Identifying and Documenting Controls
3. SOX Testing
4. SOX Preparing for a Top Down Accounting Risk Assessment
5. SOX Overview
6. SOX Identifying and Documenting Controls
7. SOX General Controls, application control, spreadsheet controls
8. SOX Executing A Top Down Accounting Risk Assessment
9. SOX Evolution of Auditing standards
10. SOX difficulty of assessing Material impact and significant deficiency
11. SOX Authoritative Bodies
12. SOX and Information Technology in Today’s Digital World- General Controls
Primer
13. SOX And COSO
14. SOX 404
15. Sarbanes Oxley Entity Level and Soft Controls
16. SOX Internal Controls for Accounts Receivable
17. SOX Internal Controls for Accounts Payable
18. SOX Internal Controls for Inventory
CONSULTANT - INTERNAL AUDIT/SOX AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of Internal Audit and SOX.
* Basic Individual Tax and Business Tax Experience.
* 40+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes)
* 1. SOX and the Internal Control Framework
2. SOX Identifying and Documenting Controls
3. SOX Testing
4. SOX Preparing for a Top Down Accounting Risk Assessment
5. SOX Overview
6. SOX Identifying and Documenting Controls
7. SOX General Controls, application control, spreadsheet controls
8. SOX Executing A Top Down Accounting Risk Assessment
9. SOX Evolution of Auditing standards
10. SOX difficulty of assessing Material impact and significant deficiency
11. SOX Authoritative Bodies
12. SOX and Information Technology in Today’s Digital World- General Controls
Primer
13. SOX And COSO
14. SOX 404
15. Sarbanes Oxley Entity Level and Soft Controls
16. SOX Internal Controls for Accounts Receivable
17. SOX Internal Controls for Accounts Payable
18. SOX Internal Controls for Inventory
ASSOCIATE - IFRS (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of IFRS Standards.
* 20+ hours of Certificate Course/Training on IFRS. (That Includes)
* 1. General Considerations for Preparing Financial Statements in Accordance
with IFRS
2. IFRS First-Time Adoption - Exemptions and Options.
3. Differences between IFRS and GAAP
4. Conversion of Financial Statements from GAAP to IFRS
5. Exclusive Analysis of Financial Statements as per IFRS
6. Understanding General form and content of financial statements.
7. Explore the principles of fair value measurement
8. IFRS for Small and Medium-Sized Entities Compared to Full IFRS
9. IFRS General Financial Statement Disclosures
10. IFRS - Special Reporting Issues
11. Accounting for Non-Financial Assets Under IFRS
ASSOCIATE - IFRS (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of IFRS Standards.
* 20+ hours of Certificate Course/Training on IFRS. (That Includes)
* 1. General Considerations for Preparing Financial Statements in Accordance
with IFRS
2. IFRS First-Time Adoption - Exemptions and Options.
3. Differences between IFRS and GAAP
4. Conversion of Financial Statements from GAAP to IFRS
5. Exclusive Analysis of Financial Statements as per IFRS
6. Understanding General form and content of financial statements.
7. Explore the principles of fair value measurement
8. IFRS for Small and Medium-Sized Entities Compared to Full IFRS
9. IFRS General Financial Statement Disclosures
10. IFRS - Special Reporting Issues
11. Accounting for Non-Financial Assets Under IFRS
ASSOCIATE - SEC COMPLIANCE (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of SEC Compliance
* 30+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes) (Onboarding Time 3 Weeks Extra)
* 1. Overview of SEC Compliance and Reporting for Public Companies
2. SEC Structure and Authority
3. SEC Authority and Responsibilities
4. Detailed Understanding of SEC Mandates and It's Objectives
5. Regulation S-K,S-X and Form 8-K
6. SEC Reporting Focus on 10-K,10-Q, and 8-K
7. SEC Enforcement and Rulemaking
8. XBRL (Extensible Business Reporting Language) Introduction to Basics -
Updated
9. Management Discussion and Analysis
10. Recognize how to respond to an SEC Comment letter through the use of real
life examples.
11. Understanding examples of proposed actions of the SEC as it relates to
proposed and final rules, PCAOB rulemaking, and concept releases.
CONSULTANT - AUDIT - EMPLOYEE BENEFITS PLAN/ADMINISTRATION (SKILLS AND
EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Audit.
* Fundamental Understanding of All types of Employee Benefit Plans,Defined
Benefit Plans, Defined Contribution Plans, 401(K) Plans, Profit-Sharing Plans
etc.
* 45 hours of Certificate Course/Training on Employee Benefit Plan Audit and
Administration. (That Includes) (Onboarding Time 3 Weeks Extra)
* 1. Fundamentals of Defined Benefit Plans
2. IRAs and IRA Based Retirement Plans
3. Understanding IRAs – Contributions & Distributions for Traditional, Roth,
SEP & SIMPLE IRAs
4. Audits of 401(k) Plans
5. Design Plan for Closely Held Companies and it’s Options.
6. Form 5500 and it’s latest Updates
7. Impact of Mergers and Acquisitions on Retirement Plans
8. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
9. Essential documents of plan governance
10. How to implement best practices with document review and retention.
11. Understanding fiduciary responsibilities.
12. Implement best practices in fulfilling their fiduciary responsibility.
CONSULTANT - AUDIT - EMPLOYEE BENEFITS PLAN/ADMINISTRATION(SKILLS AND
EXPERIENCE)
* 12 Weeks of Training on CA Audit
* CA or CS or CPA or EA (Pursuing Atleast 1 Part Clear) or CA Firm Experience
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Audit.
* Fundamental Understanding of All types of Employee Benefit Plans,Defined
Benefit Plans, Defined Contribution Plans, 401(K) Plans, Profit-Sharing Plans
etc.
* 45 hours of Certificate Course/Training on Employee Benefit Plan Audit and
Administration. (That Includes) (Onboarding Time 3 Weeks Extra)
* 1. Fundamentals of Defined Benefit Plans
2. IRAs and IRA Based Retirement Plans
3. Understanding IRAs – Contributions & Distributions for Traditional, Roth,
SEP & SIMPLE IRAs
4. Audits of 401(k) Plans
5. Design Plan for Closely Held Companies and it’s Options.
6. Form 5500 and it’s latest Updates
7. Impact of Mergers and Acquisitions on Retirement Plans
8. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
9. Essential documents of plan governance
10. How to implement best practices with document review and retention.
11. Understanding fiduciary responsibilities.
12. Implement best practices in fulfilling their fiduciary responsibility.
SR. CONSULTANT - FINANCIAL AUDIT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Financial Audit
* HUD Audits
* Preparation of Work Papers
* Execution of Audit Procedures
* Risk Assessment - Checking and Reviewing Samples
* Preparing Reports
* Proficiency in Microsoft Office, QuickBooks Caseware
SR. CONSULTANT - FINANCIAL AUDIT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Audit
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Financial Audit
* HUD Audits
* Preparation of Work Papers
* Execution of Audit Procedures
* Risk Assessment - Checking and Reviewing Samples
* Preparing Reports
* Proficiency in Microsoft Office, QuickBooks Caseware
SR. CONSULTANT - FINANCIAL AUDIT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Financial Audit
* HUD Audits
* Preparation of Work Papers
* Execution of Audit Procedures
* Risk Assessment - Checking and Reviewing Samples
* Preparing Reports
* Proficiency in Microsoft Office, QuickBooks Caseware
ASSOCIATE - AGREED UPON PROCEDURES (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Agreed Upon Procedures Engagement.
* 10+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes) (Onboarding Time 2 Weeks Extra)
* 1. Professional standards for agreed-upon procedures engagements
2. AUP vs. Consulting
3. Accepting and Planning for AUP Engagement
4. Documentation and AUP requirement.
5. Determining what procedures are appropriate.
6. List the types of reports issued for agreed upon procedures (AUP)
engagements;
7. Common uses of agreed-upon procedures.
8. Common users of agreed-upon procedures.
9. Workpaper Documentation & Review & Evaluation of Workpaper Files
10. Describe how to properly identify who is responsible party and what
procedures should be performed
11. Identify what AT-C firms should provide AUP engagements for
12. Identify a characteristic/requirement of SSAE No. 19
13. Differentiate which AT-C establishes requirements specific to performing
AUP engagements
SR. CONSULTANT - REVIEWS & COMPILATIONS (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Reviews and Compilation Engagement.
* 20+ hours of Certificate Course/Training on Reviews and Compilations. (That
Includes) (Onboarding Time 3 Weeks Extra)
* 1. Understanding the differences between a preparation, a compilation, and a
review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare
financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting
Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations
SR. CONSULTANT - REVIEWS & COMPILATIONS (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Audit
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of Reviews and Compilation Engagement.
* 20+ hours of Certificate Course/Training on Reviews and Compilations. (That
Includes)
* 1. Understanding the differences between a preparation, a compilation, and a
review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare
financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting
Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations
SR. ASSOCIATE - REVIEW & COMPILATIONS (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience UK Audit
* Masters Degree (Finance) or MBA (Finance) or CA-Intermediate (CA Pursuing) or
CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and UK Accounting/Auditing.
* Fundamental Understanding of Reviews and Compilation Engagement.
* 20+ hours of Certificate Course/Training on Reviews and Compilations. (That
Includes)
* 1. Understanding the differences between a preparation, a compilation, and a
review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare
financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting
Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations
SR. CONSULTANT - NON-PROFIT AUDIT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Non-Profit Accounting and Audting
* 30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing.
(That Includes) (Onboarding Time 3 Weeks Extra)
* 1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions
SR. CONSULTANT - NON-PROFIT AUDIT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Audit
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of Non-Profit Accounting and Audting
* 30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing.
(That Includes)
* 1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions
SR. ASSOCIATE - IFRS (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing.
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of IFRS Standards.
* 20+ hours of Certificate Course/Training on IFRS. (That Includes) (Onboarding
Time 3 Weeks Extra)
* 1. General Considerations for Preparing Financial Statements in Accordance
with IFRS
2. IFRS First-Time Adoption - Exemptions and Options.
3. Differences between IFRS and GAAP
4. Conversion of Financial Statements from GAAP to IFRS
5. Exclusive Analysis of Financial Statements as per IFRS
6. Understanding General form and content of financial statements.
7. Explore the principles of fair value measurement
8. IFRS for Small and Medium-Sized Entities Compared to Full IFRS
9. IFRS General Financial Statement Disclosures
10. IFRS - Special Reporting Issues
11. Accounting for Non-Financial Assets Under IFRS
SR. ASSOCIATE - IFRS (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience CA Audit
* Masters Degree (Finance) or MBA (Finance) or CA-Intermediate (CA Pursuing) or
CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of IFRS Standards.
* 20+ hours of Certificate Course/Training on IFRS. (That Includes)
* 1. General Considerations for Preparing Financial Statements in Accordance
with IFRS
2. IFRS First-Time Adoption - Exemptions and Options.
3. Differences between IFRS and GAAP
4. Conversion of Financial Statements from GAAP to IFRS
5. Exclusive Analysis of Financial Statements as per IFRS
6. Understanding General form and content of financial statements.
7. Explore the principles of fair value measurement
8. IFRS for Small and Medium-Sized Entities Compared to Full IFRS
9. IFRS General Financial Statement Disclosures
10. IFRS - Special Reporting Issues
11. Accounting for Non-Financial Assets Under IFRS
TEAM LEAD - SENIOR - AUDITOR (SKILLS AND EXPERIENCE)
* 2+ Years Experience CA Finance.
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Financial Audit
* HUD Audits
* Preparation of Work Papers
* Execution of Audit Procedures
* Risk Assessment - Checking and Reviewing Samples
* Preparing Reports
* Proficiency in Microsoft Office, QuickBooks Caseware
* Understanding on Writing Audit Reports
* Understanding on Reviewing Work Papers & Field Work
* Preparing Auditing Notes and Disclosures
* Understanding of Auditing of Payroll
* Onboarding New Clients & Client Review
TEAM LEAD - SENIOR - AUDITOR (SKILLS AND EXPERIENCE)
* 2+ Years Experience US Finance.
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 5+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Financial Audit
* HUD Audits
* Preparation of Work Papers
* Execution of Audit Procedures
* Risk Assessment - Checking and Reviewing Samples
* Preparing Reports
* Proficiency in Microsoft Office, QuickBooks Caseware
* Understanding on Writing Audit Reports
* Understanding on Reviewing Work Papers & Field Work
* Preparing Auditing Notes and Disclosures
* Understanding of Auditing of Payroll
* Onboarding New Clients & Client Review
SR. ASSOCIATE - SEC COMPLIANCE (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of SEC Compliance
* 30+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes) (Onboarding Time 3 Weeks Extra)
* 1. Overview of SEC Compliance and Reporting for Public Companies
2. SEC Structure and Authority
3. SEC Authority and Responsibilities
4. Detailed Understanding of SEC Mandates and It's Objectives
5. Regulation S-K,S-X and Form 8-K
6. SEC Reporting Focus on 10-K,10-Q, and 8-K
7. SEC Enforcement and Rulemaking
8. XBRL (Extensible Business Reporting Language) Introduction to Basics -
Updated
9. Management Discussion and Analysis
10. Recognize how to respond to an SEC Comment letter through the use of real
life examples.
11. Understanding examples of proposed actions of the SEC as it relates to
proposed and final rules, PCAOB rulemaking, and concept releases.
SR. CONSULTANT - AUDIT - EMPLOYEE BENEFITS PLAN/ADMINISTRATION (SKILLS AND
EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of All types of Employee Benefit Plans,Defined
Benefit Plans, Defined Contribution Plans, 401(K) Plans, Profit-Sharing Plans
etc.
* 45 hours of Certificate Course/Training on Employee Benefit Plan Audit and
Administration. (That Includes) (Onboarding Time 3 Weeks Extra)
* 1. Fundamentals of Defined Benefit Plans
2. IRAs and IRA Based Retirement Plans
3. Understanding IRAs – Contributions & Distributions for Traditional, Roth,
SEP & SIMPLE IRAs
4. Audits of 401(k) Plans
5. Design Plan for Closely Held Companies and it’s Options.
6. Form 5500 and it’s latest Updates
7. Impact of Mergers and Acquisitions on Retirement Plans
8. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
9. Essential documents of plan governance
10. how to implement best practices with document review and retention.
11. Understanding fiduciary responsibilities.
12. Implement best practices in fulfilling their fiduciary responsibility.
SR. CONSULTANT - AUDIT - EMPLOYEE BENEFITS PLAN/ADMINISTRATION (SKILLS AND
EXPERIENCE)
* 12 Weeks of Training on CA Audit
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of All types of Employee Benefit Plans,Defined
Benefit Plans, Defined Contribution Plans, 401(K) Plans, Profit-Sharing Plans
etc.
* 45 hours of Certificate Course/Training on Employee Benefit Plan Audit and
Administration. (That Includes) (Onboarding Time 3 Weeks Extra)
* 1. Fundamentals of Defined Benefit Plans
2. IRAs and IRA Based Retirement Plans
3. Understanding IRAs – Contributions & Distributions for Traditional, Roth,
SEP & SIMPLE IRAs
4. Audits of 401(k) Plans
5. Design Plan for Closely Held Companies and it’s Options.
6. Form 5500 and it’s latest Updates
7. Impact of Mergers and Acquisitions on Retirement Plans
8. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
9. Essential documents of plan governance
10. how to implement best practices with document review and retention.
11. Understanding fiduciary responsibilities.
12. Implement best practices in fulfilling their fiduciary responsibility.
SR. ASSOCIATE - SOC AUDIT & REPORTING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Fundamental Understanding of SOC Audit and Reporting
* 10 hours of Certificate Course/Training on SOC Reporting. (That Includes)
* 1. SOC Reporting Standards
2. Considerations while opting for the right SOC report.
3. SOC Readiness - Making the service organisation ready for SOC reporting.
4. Types SOC Reports and IT audit considerations for each type of report.
5. Benefits of SOC reporting for service organisations , customers and
auditors.
6. Various types of service and sub service organisations.
7. Recognize the requirements to prepare for a SOC engagement.
8. Recognize the requirements for SOC 1 reports.
9. Recognize the requirements for SOC 2 reports.
10. Recognize the requirements for SOC 3 reports.
11. Procedures to conduct and report on a SOC 1 engagement.
12. Procedures to conduct and report on a SOC 2 engagement.
13. Procedures to conduct and report on a SOC 3 engagement.
14. Recognize the requirements for user entities.
SR. CONSULTANT - INTERNAL AUDIT/SOX AUDIT (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Fundamental Understanding of Internal Audit and SOX.
* 40+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes) (Onboarding Time 3 Weeks Extra)
* 1. Internal Audit Standards - Managing Internal Audit Work
2. Identifying and Implementing Proper Internal Control
3. Documenting Methods of Internal Control
4. Risk Based Auditing
5. Fraud and Forensics
6. SOX and the Internal Control Framework
7. SOX Identifying and Documenting Controls
8. SOX Testing
9. SOX Preparing for a Top Down Accounting Risk Assessment
10. SOX Overview
11. SOX Identifying and Documenting Controls
12. SOX General Controls, application control, spreadsheet controls
13. SOX Executing A Top Down Accounting Risk Assessment
14. SOX Evolution of Auditing standards
15. SOX difficulty of assessing Material impact and significant deficiency
16. SOX Authoritative Bodies
17. SOX and Information Technology in Today’s Digital World- General Controls
Primer
18. SOX And COSO
19. SOX 404
20. Sarbanes Oxley Entity Level and Soft Controls
21. SOX Internal Controls for Accounts Receivable
22. SOX Internal Controls for Accounts Payable
23. SOX Internal Controls for Inventory
SR. CONSULTANT - INTERNAL AUDIT/SOX AUDIT (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Fundamental Understanding of Internal Audit and SOX.
* 40+ hours of Certificate Course/Training on Internal Audit/SOX. (That
Includes) (Onboarding Time 3 Weeks Extra)
* 1. Internal Audit Standards - Managing Internal Audit Work
2. Identifying and Implementing Proper Internal Control
3. Documenting Methods of Internal Control
4. Risk Based Auditing
5. Fraud and Forensics
6. SOX and the Internal Control Framework
7. SOX Identifying and Documenting Controls
8. SOX Testing
9. SOX Preparing for a Top Down Accounting Risk Assessment
10. SOX Overview
11. SOX Identifying and Documenting Controls
12. SOX General Controls, application control, spreadsheet controls
13. SOX Executing A Top Down Accounting Risk Assessment
14. SOX Evolution of Auditing standards
15. SOX difficulty of assessing Material impact and significant deficiency
16. SOX Authoritative Bodies
17. SOX and Information Technology in Today’s Digital World- General Controls
Primer
18. SOX And COSO
19. SOX 404
20. Sarbanes Oxley Entity Level and Soft Controls
21. SOX Internal Controls for Accounts Receivable
22. SOX Internal Controls for Accounts Payable
23. SOX Internal Controls for Inventory
CONSULTANT - REVIEWS & COMPILATIONS (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or
CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Reviews and Compilation Engagement.
* 20+ hours of Certificate Course/Training on Reviews and Compilations. (That
Includes) (Onboarding Time 2 Weeks Extra)
* 1. Understanding the differences between a preparation, a compilation, and a
review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare
financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting
Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations
CONSULTANT - REVIEWS & COMPILATIONS (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on CA Audit
* Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or
CMA (Completed or Pursuing)
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting/Auditing.
* Fundamental Understanding of Reviews and Compilation Engagement.
* 20+ hours of Certificate Course/Training on Reviews and Compilations. (That
Includes)
* 1. Understanding the differences between a preparation, a compilation, and a
review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare
financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting
Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations
ASSOCIATE - REVIEWS AND COMPILATION (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on UK Audit
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and UK Accounting/Auditing.
* Fundamental Understanding of Reviews and Compilation Engagement.
* 20+ hours of Certificate Course/Training on Reviews and Compilations. (That
Includes)
* 1. Understanding the differences between a preparation, a compilation, and a
review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare
financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting
Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations
BASIC STAFF TRAINING IN AUDITING (SKILLS AND EXPERIENCE)
Training Available in following Areas of Auditing - 40+ hrs
* Basic Staff Training: Auditing Fixed Assets
* Basic Staff Training: Auditing Accounts Receivable
* Basic Staff Training: Auditing Accounts Payable
* Basic Staff Training: Inventory & Cost of Goods Sold Audit Concepts
* Basic Staff Training: Auditing Accounts Receivable & Revenue
* Basic Staff Training: Accounts Payable, Expenditures, & Related Fraud Risks
* Basic Staff Training: Cash & Related Fraud Risks Audit Concepts
* Basic Staff Training: Auditing for Corruption
* Basic Staff Training: Auditing Expense Reimbursements
* Basic Staff Training: Auditing Revenue Recognition
* Basic Staff Training: Auditing Crypto Assets & Liabilities
* Basic Staff Training: Substantive Analytic Procedures – Strengthening
Evidence to Satisfy Audit Objectives
* Basic Staff Training: Sampling - Avoiding Common Mistakes on Financial
Statement and Compliance Audits
* Basic Staff Training: Professional Ethics for Accountants
* Basic Staff Training: Audit Reporting Fundamentals - Introducing Core
Concepts in the Audited Financial Statement Drafting and Issuance Process
* Basic Staff Training: Adapting to the Engagement – Differentiating the
Requirements of Preparations, Compilations, Reviews, and Audits
* Basic Staff Training: Analytical Procedures – Comprehending Financial
Statement Audit Fundamentals
INTERMEDIATE STAFF TRAINING IN AUDITING (SKILLS AND EXPERIENCE)
Training Available in following Areas of Auditing - 30+ hrs
* Intermediate Staff Training: Auditing Internal Controls
* Intermediate Staff Training: Using Data Analytics in an Audit
* Intermediate Staff Training: Auditing Inventory
* Intermediate Staff Training: Auditing Revenue Recognition
* Intermediate Staff Training: Audit Documentation – Creating Workpapers That
Pass Review
* Intermediate Staff Training: Accounting Estimates, Including Fair Value -
Evaluating the Propriety of Areas with Uncertainty
* Intermediate Staff Training: Understanding, Detecting & Preventing Cash,
Credit Card, Inventory and Payroll Fraud
* Intermediate Staff Training: AGREED UPON PROCEDURES
* Intermediate Staff Training: Going Concern - Implication in
Accounting,Disclosure & Reporting
* Intermediate Staff Training: Nonattest Services – What Are They and Why Do
They Matter
* Intermediate Staff Training: Prospective financial statements
BASIC TRAINING IN INTERNAL AUDIT/IT AUDIT (SKILLS AND EXPERIENCE)
Training Available in following Areas of Internal/IT Auditing - 30+ hrs
* Managing An Audit Engagement
* Managing an Audit Engagement Managing Major Project Issues
* Group Discussion: What's The Bare Minimum You Should Track in PM?
* Setting & Adhering to Budget
* Maximizing the Power of Your Personal Productivity List
* Determining The Optimal Mode of Communication.
* Practical Email Leading Practices
* Management's Role / Dilemma's And Fraud Detection
* Negotiation & Conflict Resolution
* Audit Interviews - Initial Thoughts
* Audit Essentials: Engagement Planning and Risk Assessment, Root Cause
Analysis, Audit Follow-up
* Audit Report Writing
* Audit Team Building
* Audit With An End In Mind
* Internal Audit Best Practices and Fundamental Principles
* What is the Goal of Internal Auditing?
* Institute of Internal Auditors Professional Standards (IPPF)
* Budget vs Audit Plan Approvals
* Engagement Initiation / Pre-Planning
* Presenting Observations
* Characteristics of Emerging Risks
* Emerging Risks: Conflicts of Interest
* Let's do a Quick Survey - How much do you know about fraud?
* Red Flag Indicators
* Some Internal Audit Considerations
* IT Auditing for Non-IT Auditors
* IA’s obligation in regards to IT
* Similarities/differences between internal audit and IT Audit
* IT Controls & Controls Frameworks Introduction/Overview
* What is COBIT®?
* IT Risk Assessment
* General Computer Controls
* Access Controls: Appropriate Access And Access Reviews
* Engagement-Level IT Risk Assessment
* Segregation of Duties
* Auditing Application Systems
* Testing Application Controls
* Emerging Topics
* Spreadsheets
ADVANCE STAFF TRAINING IN AUDITING (SKILLS AND EXPERIENCE)
Training Available in following Areas of Auditing - 20+ hrs
* Advanced Staff Training: Writing Audit Reports
* Advanced Staff Training: Reviewing Work Papers & Field Work
* Advanced Staff Training: Auditing Notes and Disclosures
* Advanced Staff Training: Auditing Payroll
* Advanced Staff Training: Accepting New Clients & Client Review
* Advanced Staff Training: Auditing Remotely: Using current technologies,
techniques and methodologies to ensure proper audits during Covid-19 pandemic
* Advanced Staff Training: Retirement Plan Audits
REVIEW & COMPILATIONS (SKILLS AND EXPERIENCE)
Training available in following areas of Review & Compilations (20+ hrs)
* Understanding the differences between a preparation, a compilation, and a
review engagement,
* Recognize the applicability of Statements on Standards for Accounting and
Review Services (SSARS) to various types of professional services,
* Objectives and procedures between compilation and review engagements,
* Identify the objective and requirements of an engagement to prepare financial
statements, and
* Recognize departures from GAAP and/or omitted disclosures.
* Planning and Administration of the Engagement.
* Knowledge and Understanding of the Entity's Financial Reporting Framework.
* Communication between Predecessor and Successor Accountant
* Engagement Letters
* Elements of a Review report.
* Various reporting possibilities for review engagements.
* Reporting Variations
NON-PROFIT AUDITING (SKILLS AND EXPERIENCE)
Training available in following areas of Non-Profit Auditing (30+ hrs)
* NFP Financial Reporting and Tax Filing Requirements
* How to Form, and Obtain Exemption for a Non-Profit Entity
* Maintaining Tax Exemption for a Non-Profit Entity
* Non-Profit Governance for Tax-Exempt Organizations
* New Audit Report Standards
* Revenue Recognition Considerations for Not-for-Profit Entities
* Accounting for Not-For-Profit Organizations
* Financial statement concepts for not-for-profits
* Generally accepted accounting principles for not-for-profit organizations
* Building a Fundraising Board
* Special Rules for Reporting Special Events (Non-Profits)
* In-kind contributions
SOC AUDIT & REPORT (SKILLS AND EXPERIENCE)
Training available in following areas of SOC Audit & Report (10+ hrs)
* SOC Reporting Standards
* Considerations while opting for the right SOC report.
* SOC Readiness - Making the service organisation ready for SOC reporting.
* Types SOC Reports and IT audit considerations for each type of report.
* Benefits of SOC reporting for service organisations , customers and auditors.
* Various types of service and sub service organisations.
* Recognize the requirements to prepare for a SOC engagement.
* Recognize the requirements for SOC 1 reports.
* Recognize the requirements for SOC 2 reports.
* Recognize the requirements for SOC 3 reports.
* Procedures to conduct and report on a SOC 1 engagement.
* Procedures to conduct and report on a SOC 2 engagement.
* Procedures to conduct and report on a SOC 3 engagement.
* Recognize the requirements for user entities.
INTERNAL AUDIT/SOX AUDIT (SKILLS AND EXPERIENCE)
Training available in following areas of Internal Audit/SOX Audit (40+ hrs)
* SOX and the Internal Control Framework
* SOX Identifying and Documenting Controls
* SOX Testing
* SOX Preparing for a Top Down Accounting Risk Assessment
* SOX Overview
* SOX Identifying and Documenting Controls
* SOX General Controls, application control, spreadsheet controls
* SOX Executing A Top Down Accounting Risk Assessment
* SOX Evolution of Auditing standards
* SOX difficulty of assessing Material impact and significant deficiency
* SOX Authoritative Bodies
* SOX and Information Technology in Today’s Digital World- General Controls
Primer
* SOX And COSO
* SOX 404
* Sarbanes Oxley Entity Level and Soft Controls
* SOX Internal Controls for Accounts Receivable
* SOX Internal Controls for Accounts Payable
* SOX Internal Controls for Inventory
IFRS (SKILLS AND EXPERIENCE)
Training available in following areas of IFRS (20+ hrs)
* General Considerations for Preparing Financial Statements in Accordance with
IFRS
* IFRS First-Time Adoption - Exemptions and Options.
* Differences between IFRS and GAAP
* Conversion of Financial Statements from GAAP to IFRS
* Exclusive Analysis of Financial Statements as per IFRS
* Understanding General form and content of financial statements.
* Explore the principles of fair value measurement
* IFRS for Small and Medium-Sized Entities Compared to Full IFRS
* IFRS General Financial Statement Disclosures
* IFRS - Special Reporting Issues
* Accounting for Non-Financial Assets Under IFRS
SEC COMPLIANCE (SKILLS AND EXPERIENCE)
Training available in following areas of SEC Compliance (30+ hrs)
* Overview of SEC Compliance and Reporting for Public Companies
* SEC Structure and Authority
* SEC Authority and Responsibilities
* Detailed Understanding of SEC Mandates and It's Objectives
* Regulation S-K,S-X and Form 8-K
* SEC Reporting Focus on 10-K,10-Q, and 8-K
* SEC Enforcement and Rulemaking
* XBRL (Extensible Business Reporting Language) Introduction to Basics -
Updated
* Management Discussion and Analysis
* Recognize how to respond to an SEC Comment letter through the use of real
life examples.
* Understanding examples of proposed actions of the SEC as it relates to
proposed and final rules, PCAOB rulemaking, and concept releases.
EMPLOYEE BENEFITS PLAN/ADMINISTRATIO (SKILLS AND EXPERIENCE)
Training available in following areas of Employee Benefits Plan/Administration
(45+ hrs)
* Fundamentals of Defined Benefit Plans
* IRAs and IRA Based Retirement Plans
* Understanding IRAs – Contributions & Distributions for Traditional, Roth, SEP
& SIMPLE IRAs
* Audits of 401(k) Plans
* Design Plan for Closely Held Companies and it’s Options.
* Form 5500 and it’s latest Updates
* Impact of Mergers and Acquisitions on Retirement Plans
* Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
* Essential documents of plan governance
* How to implement best practices with document review and retention.
* Understanding fiduciary responsibilities.
* Implement best practices in fulfilling their fiduciary responsibility.
GOVERNMENTAL/SINGLE AUDITING (SKILLS AND EXPERIENCE)
Training available in following areas of Governmental/Single Auditing (30+ hrs)
* 13 government accounting principles.
* Conceptual framework and unique issues for governmental accounting and
reporting.
* Characteristics of each fund type and why funds are used in government.
* Governmental accounting standard.
* Five types of funds in the governmental category.
* Governmental proprietary fund classifications used for financial reporting.
* GASB guidance for using fiduciary funds.
* Significant characteristics and components of the governmental reporting
model.
* Understanding of background, precepts, and scope of the Single Audit,
* Understand Single Audit requirements under the Uniform Guidance,
* Identify Type A and Type B programs, and low-risk programs,
* Understanding requirement of the entity, its environment, and its internal
controls,
* Analytical procedures in the planning phase of the audit,
* Recognize specific audit objectives, criteria, and procedures associated with
testing major federal programs,
* How computer-assisted audit techniques fit into and assist with the audit.
* Recognize how to determine the correct sample size for a Single Audit.
* Identify the steps in the sampling process.
* Steps in Sampling, Sampling for ICFR, Single Audit Sampling.
AGREED UPON PROCEDURES (SKILLS AND EXPERIENCE)
Training available in following areas of Agreed Upon Procedures (10+ hrs)
* Professional standards for agreed-upon procedures engagements
* AUP vs. Consulting
* Accepting and Planning for AUP Engagement
* Documentation and AUP requirement.
* Determining what procedures are appropriate.
* List the types of reports issued for agreed upon procedures (AUP)
engagements;
* Common uses of agreed-upon procedures.
* Common users of agreed-upon procedures.
* Workpaper Documentation & Review & Evaluation of Workpaper Files
* Describe how to properly identify who is responsible party and what
procedures should be performed
* Identify what AT-C firms should provide AUP engagements for
* Identify a characteristic/requirement of SSAE No. 19
* Differentiate which AT-C establishes requirements specific to performing AUP
engagements
CONSTRUCTION AUDITING (SKILLS AND EXPERIENCE)
The Training course shall cover various aspects of construction auditing
including.
* Construction Audit Primer and Basics
* Understanding Construction Contracts
* Understanding Construction Project Controls
* Understanding Construction Fraud: Ripped from the Headlines
* Understanding the Business Decision Making Process in Construction.
* How to Vet your Vendors and the Procurement Function.
* What you Need to Know when Auditing Construction Invoices.
* How to audit construction projects: Project by Project, or Vendor by Vendor.
* Construction Audit and Big Data.
* Construction Site Safety and Performing a Site Visit.
* Construction and Insurance.
* Using Earned Value Management in your Construction Audit Reports.
* The importance of Monthly Project Progress Reports.
* Managing a construction audit (Advanced Course).
* Construction Project Risk.
IT AUDIT (SKILLS AND EXPERIENCE)
The Training course shall cover various aspects of IT Audit that includes
following
* Scope and Perspective on Information Technology Auditing
* Examples of How General and Application Controls Interact
* Systems Development Audits
* IA’s obligation in regards to IT
* Similarities/differences between internal audit and IT Audit
* IT Controls & Controls Frameworks Introduction/Overview
* What is COBIT®?
* IT Risk Assessment
* General Computer Controls
* Access Controls: Appropriate Access And Access Reviews
* Processing Controls & General Considerations in Operating Controls
* Engagement-Level IT Risk Assessment
* Segregation of Duties
* Auditing Application Systems
* Testing Application Controls
* Disaster Recovery Planning
* Cloud Computing and Descriptions of Hardware
CRYPTOCURRENCY & AUDIT & TAX CONSIDERATION (SKILLS AND EXPERIENCE)
The Training would cover various areas of Cryptocurrency & Audit & Tax
Consideration 10+ hrs
* Basic understanding of cryptocurrency.
* First cryptocurrency and when it was created and released.
* History of virtual currencies and explain how they work.
* Understanding similar digital assets including ICOs and non-fungible tokens
(NFTs).
* Review some of the legal issues involved with virtual currencies.
* Advantages and disadvantages of using virtual currencies.
* How IRS defines virtual currency.
* Recognize the tax implications of using or investing in cryptocurrency.
* Review the IRS rules for tracking and reporting cryptocurrency transactions
for tax purposes.
* Case studies and how they could apply to your clients.
* Differentiate correct statements concerning virtual currencies and taxes.
* To analyze the new laws, regulations, and tax forms for cryptocurrency.
* Audit and Ethical Considerations in Cryptocurrency – The Quadriga Quandary
EXCEL (SKILLS AND EXPERIENCE)
* 11 Timesaving Worksheet Functions
* 14 Ways to Minimize Data Entry in Excel
* 31 Spreadsheet Shortcuts in Microsoft Excel
* Basic Excel Skills for Accountants
* Budgeting using Excel
* Macros
* Advanced Pivot Tables
* Auditing with Excel Workbooks
* Automating Financial Statements in Excel
* Beyond VLOOKUP
* Breaking Down Formulas
* Charts
* Creating Error-Free Excel Spreadsheets
* Custom Views
* Dashboards
* Database Techniques
* Dynamic Arrays
* Error Prompts
* Filtering Data
* Interactive Spreadsheets
* Payroll Analysis
* QuickBooks Analysis with Excel
* Taming Large Spreadsheets
* Excel Automation 101-Reduce your manual process by adapting macros
* Excel Best Practices for Forensic Accounting and Financial Tracing
* Excel Charts and Graphical Features
* Excel’s Data Management Tools - Sorting, Filtering – and a lot more
* Excel’s Data Validation Tools - keep out bad data from the start
* Financial Modeling Using Excel
GOOGLE SHEETS (SKILLS AND EXPERIENCE)
The training course you help will learn the fundamentals of Google Sheets (much
of which translates to MS Excel!). You will not only learn the basics but
advance concepts that includes following
* Basic Adding and subtracting formulas & Advanced formulas like VLOOKUP,
INDEX(MATCH()MATCH()), and IMPORTRANGE.
* Arithmetic Functions like SUM, COUNT, and AVERAGE
* Shortcuts like filling formulas across THOUSANDS of cells
* Advanced charts & Beautiful Visualizations
* PIVOT TABLES - though I don't particularly like them…
* Advanced functions like INDEX MATCH MATCH and IMPORT RANGE
* QUERY, the function that DOES IT ALL!
* Create beautiful spreadsheets with amazing formatting tricks
* How to manipulate text in formulas
* Connect multiple Google Sheets together using a single formula
* Analyze data sets with ease using complex functions & formulas
* Learn to build incredible data visualizations using charts
* Feel completely comfortable in a spreadsheet environment
* Learn formulas that work in both Google sheets & Excel!
ORACLE - NETSUITE TRAINING (SKILLS AND EXPERIENCE)
The training course will give you basics of Oracle NetSuite ERP system. This
course is geared towards beginners and Intermediate NetSuite users and will
cover all
* Functional topics like Sales Orders, Purchase Orders, and Customers and
Vendors..
* Procure to Pay cycle
* Order to Cash cycle
* Item types
* Navigation and usability
* Depositing customer fundsth
* General Ledger Review
* Classification
* Bank Reconciliation
* Budgets
* Journal Entries
* Memorized Transactions
* Transfer Funds
* Financial Statements
SAGE - INTACCT TRAINING (SKILLS AND EXPERIENCE)
The course is designed is that, not only each topic is explained in theory but
it also demonstrates how to find and apply them in the system. Topics covered in
this course.
* Overview of Sage Intacct
* Dimensions Chart of Accounts
* Account payable
* Vendor Account
* Create Purchase order
* Create Purchase invoice
* Account receivable
* Customer Account
* Create Sales order
* Create Sales invoice
* Cash and back management overview
* Bank Account
* Bank Reconciliation
* Letters of Credit
* Letters of Guarantee
* Classification, Pricing and Discounts
* Sales & Purchases
* Inter company Transactions
* Interactive Report Writer
* Standard Allocation and Dynamic Allocation
* Budgeting and Spending Management
* Budgeting for employee.
* Inventory Management with Q Stock
* Vendor 1099 Types in Bulk
* Contracts and Subscription Billing
ACCUMATICA TRAINING (SKILLS AND EXPERIENCE)
The course designed is that, not only each topic is explained in theory but it
also demonstrates how to find and apply them in the system. Topics covered in
this course.
* Overview of Accumatica application suite
* Basic Financials
* Classification, Pricing and Discounts
* Sales & Purchases
* Inter company Transactions
* Basic Entries with Stock, Non-Stock and Service items
* Month End Processing
* Analytical reporting
* Dashboard Creating
* Account payable
* Vendor Account
* Create Purchase order
* Create Purchase invoice
* Account receivable
* Customer Account
* Create Sales order
* Create Sales invoice
* Cash and back management overview
* Bank Account
* Bank Reconciliation
* Letters of Credit
* Letters of Guarantee
MICROSOFT DYNAMICS TRAINING (SKILLS AND EXPERIENCE)
The course is designed is that, not only each topic is explained in theory but
it also demonstrates how to find and apply them in the system. Topics covered in
this course.
* Overview of Dynamics 365 application suite
* Overview of Dynamics 365 Finance and Operations
* Learn about job and roles demand in the market for D365 F&O specialists
* Get access to D365 F&O and Contoso demo data
* Navigation in D365 F&O application
* Module patterns, Navigation elements and Filter and Sorting
* Workspaces
* Advanced filter and sort
* Organization setup
* Create a new legal entity
* Generate sequence number
* Create Global Address book
* Security management
* Security architecture
* Configure security
* Segregation of duties
* Security reports
* Work with workflows
* Create and setup a workflow
* Workflow editor sections and elements
* Overview of Finance functional areas such as
* General ledger setup
* Create fiscal calendar
* Chart of accounts and main accounts
* Financial dimensions setup
* Currency setup
* Account payable
* Vendor Account
* Create Purchase order
* Create Purchase invoice
* Account receivable
* Customer Account
* Create Sales order
* Create Sales invoice
* Cash and back management overview
* Bank Account
* Bank Reconciliation
* Letters of Credit
* Letters of Guarantee
* Supply chain management
* Create a product and release it
* Overview of Product information management, Procurement and sourcing,
Inventory and warehouse management,
* Overview of manufacturing functional areas such
* Product Control core concepts such as
* BOM, Resources, Routes and Operations
* Unified manufacturing
* Production life cycle
POWERPOINT (SKILLS AND EXPERIENCE)
* Basic Planning a PowerPoint presentation Get oriented with PowerPoint Slide
design Visual aids: Text Visual aids: Charts Visual aids: Pictures Visual
aids: Embedding audio and video Visual aids: Creating graphics Delivery
enhancement - transitions Delivery enhancement - animation Using presentation
mode Advance The best slide transitions and animations for business
presentations The morph transition to make the narration of an agenda, or
similar list, or a team photograph extremely slick and professional The Zoom
effect to create a summary slide with hyperlinks to zoom into the section
that you or your audience choose How to animate charts to highlight the key
points you want to bring out How to embed Excel tables with slicers into
PowerPoint, and why PowerPoint is not developed enough to make this useful
for a business presentation How to turn your PowerPoint presentation into a
video. This is the technique I am most often asked how to do.
MANAGEMENT & LEADERSHIP (SKILLS AND EXPERIENCE)
100+ hrs of Management and Leadership Training is available in following areas.
* Ethical Dilemma, Integrity, Leadership, Diversity @Workplace
* How to Effectively Manage Stress, Anxiety and Burnout @Work
* Managing Remote Staff Best Practices
* Talent Management: Managing Skills and Creating Employee Career Pathways
* Working Remote Without Going Stir-Crazy: How to Stay Happy, Connected and
Productive
* Talking Through Our Differences – Generational Diversities Impact on
Leadership and Engagement
* Change Management: The People Side
* Assertiveness Skills for Executives, Managers and HR Professionals
* Building A Culture of High Performance in Team
* Dealing with Office Politics & difficult people at workplace.
* Tips On Engaging Employees In The Midst Of Crisis.
* Characteristics of Management involved in Financial Reporting Fraud
* How To Hire Great People - A Masterclass In Hiring For Your Teams
* Creating A Culture Of Learning In Your Organization
* Job Interview Practicals - Complete Interview Skill Training
* Beating Burnout - Practical & Complete Stress Management
* Practical Leadership: Complete Guide To Great Leadership
* Mastering Meetings - A Complete Practical Guide to Meetings
* Advanced People Management - What They Don't Tell You About Team Leading!
POWER BI (SKILLS AND EXPERIENCE)
Training courses covers following areas of Power BI (10+ hrs)
* Data Analysis Expressions (DAX) and Data Visualization
* Power BI Desktop, Power Excel, Power View, and Power Map
* Data preparation, data discovery, and an interactive dashboard.
* Real-life projects and work on different services for storage, network,
database, computing
* There is no prior technical knowledge required for this online course.
However, a fundamental understanding of Microsoft Excel and formulas will be
an advantage.
* Perform Data Binding and Formatting.
* Master Power BI Embedded and Workspace Collection
* PUBLISH reports and dashboards on the Internet and view using laptops,
tablets or smartphones in minutes
* Easily create a wide range of GRAPHS and VISUALISATIONS using drag and drop
technologies
* Use the Power BI Q & A feature to easily ask QUESTIONS of your data and
provide new insight
* Understand the flow of using Power BI, from connecting to various data
sources, importing these into Power BI, transforming the data and then
presenting it effectively
* Learn how to use Power BI Desktop, Power BI Query Editor & the Power BI
Service
* Learn how to create relationships between related data sources
* Learn how to build reports with various types of aggregations and filters
* Learn about the various types of visualizations possible in Power BI and how
to use them
* Learn how to create interactive dashboards with drill throughs and relative
date filters
* Learn how to publish dashboards to the web and mobile app
* Learn how to use themes and custom visualizations
* Learn about DAX and how to use it to build measures
* Learn how to work with Excel & Power BI to create a dynamic and effective
business solution
* Learn how to put this all into practice with a case study about the Corona
Virus.
CANNABIS (SKILLS AND EXPERIENCE)
30+ hrs of Basic Training in Cannabis covers
* Understanding Various licensing, permit, and registration requirements.
* Understanding the analysis required when meeting a client from the cannabis
industry.
* Pitfalls that can occur when working in the cannabis industry.
* Cost Accounting 101 for Cannabis and CBD/Hemp Clients For remote CPAs,
accountants, bookkeepers, and more!
* Cannabis Accounting & Tax: Deep Dive into IRC 280e and 471.
* Identify allowable methods to minimize federal income tax on the cannabis
industry;
* Recognize how Sec. 280E and Sec. 471 were applied in the Harborside Health
Center case and how Sec. 280E was applied in the Alternative Health Care
Advocates case; and
* Identify tax strategy applicable to the cannabis industry.
* Cash-based business audit considerations Financial reporting considerations.
* How to perform the full absorption method of accounting required under IRC
471.
* How to capitalize cannabis direct and indirect production costs.
* How to correctly structure a cannabis chart of accounts for cultivators,
dispensaries, and vertically integrated cannabis businesses.
* The lower of cost or market rule (LCM) inventory rules required of cannabis
businesses.
* Business entity options as they relate to the cannabis industry.
BUSINESS DEVELOPMENT - ACCOUNTING FIRM (SKILLS AND EXPERIENCE)
50+ Hours course on Business Development and Customer Engagement for Accounting
firms.
* Accelerate your accounting practice with a business development framework
* Building & Managing a Pipeline
* Building a Circle of Influence
* Building a Prospect List
* Building Exceptional Culture Through Leadership
* Building Firm Loyalty
* Delivering Exceptional Client Service
* Establishing a Personal Brand
* Handling Tough Client Objections
* Introduction to Business Development
* Key Steps to Building an Advisory Practice
* Landing a Prospect Meeting
* Lead Nurture Strategies
* Leveraging LinkedIn for Prospecting
* Marketing Strategies for Small Firm Success
* Navigating the Closing Process
* Negotiating Your Terms
* Perfect Your Elevator Pitch
* Perfecting the Pitch Meeting
* Powerful Positive Effects of Mentors
* Why Accounting Firms Need a CRM
CANNABIS (SKILLS AND EXPERIENCE)
50+ Hrs of Training is Available in following Areas
* The Business Case For Diversity Equity & Inclusion
* Diversity and Social Structure Classes:
* Diversity, Equity, and Inclusion in Hiring Practices and Overall Culture
* Talking Through Our Differences – Generational Diversities Impact on
Leadership and Engagement
* Understanding implicit biases in the workplace
* How to Implement a sustainable diversity and inclusion strategy.
* Common misconceptions about Diversity and Inclusion in the workplace.
* How to audit your culture for implicit bias and ways to reduce it.
* Tips on integrating diversity and inclusion strategies throughout the
employee life cycle
* Importance of workplace Integrity.
* Leaders taking the lead in Integrity.
* Understanding and Resolving ethical dilemma.
* What is the difference between personal and professional ethics.
SENIOR - AUDITOR (SKILLS AND EXPERIENCE)
* 12 Weeks of Training on US Audit (View Training Outline)
* Bachelor's Degree (Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Governmental Accounting and Auditing and Single
Audit
* 30+ hours of Certificate Course/Training Governmental A & A and Single Audit.
(That Includes) (Onboarding Time 3 Weeks Extra)
* 1. 13 government accounting principles.
2. Conceptual framework and unique issues for governmental accounting and
reporting.
3. Characteristics of each fund type and why funds are used in government.
4. Governmental accounting standard.
5. Five types of funds in the governmental category.
6. Governmental proprietary fund classifications used for financial
reporting.
7. GASB guidance for using fiduciary funds.
8. Significant characteristics and components of the governmental reporting
model.
9. Understanding of background, precepts, and scope of the Single Audit,
10. Understand Single Audit requirements under the Uniform Guidance,
11. Identify Type A and Type B programs, and low-risk programs,
12. Understanding requirement of the entity, its environment, and its
internal controls,
13. Analytical procedures in the planning phase of the audit,
14. Recognize specific audit objectives, criteria, and procedures associated
with testing major federal programs,
15. How computer-assisted audit techniques fit into and assist with the
audit.
16. Recognize how to determine the correct sample size for a Single Audit.
17. Identify the steps in the sampling process.
18. Steps in Sampling, Sampling for ICFR, Single Audit Sampling.
SR.ASSOCIATE - GOVERNMENTAL/SINGLE AUDITING (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Governmental Accounting and Auditing and Single
Audit
* 30+ hours of Certificate Course/Training Governmental A & A and Single Audit.
(That Includes) (Onboarding Time 3 Weeks Extra)
* 1. 13 government accounting principles.
2. Conceptual framework and unique issues for governmental accounting and
reporting.
3. Characteristics of each fund type and why funds are used in government.
4. Governmental accounting standard.
5. Five types of funds in the governmental category.
6. Governmental proprietary fund classifications used for financial
reporting.
7. GASB guidance for using fiduciary funds.
8. Significant characteristics and components of the governmental reporting
model.
9. Understanding of background, precepts, and scope of the Single Audit,
10. Understand Single Audit requirements under the Uniform Guidance,
11. Identify Type A and Type B programs, and low-risk programs,
12. Understanding requirement of the entity, its environment, and its
internal controls,
13. Analytical procedures in the planning phase of the audit,
14. Recognize specific audit objectives, criteria, and procedures associated
with testing major federal programs,
15. How computer-assisted audit techniques fit into and assist with the
audit.
16. Recognize how to determine the correct sample size for a Single Audit.
17. Identify the steps in the sampling process.
18. Steps in Sampling, Sampling for ICFR, Single Audit Sampling.
SR. ASSOCIATE - AGREED UPON PROCEDURES (SKILLS AND EXPERIENCE)
* 10 to 15 Months Experience US Audit
* 12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
* Bachelors or Masters Degree (Accounting) or MBA (Finance) or CA-Intermediate
(CA Pursuing) or CPA or EA Pursuing
* 3+ Years Experience Working in Public Accounting (In India).
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting/Auditing.
* Fundamental Understanding of Agreed Upon Procedures Engagement.
* 10+ hours of Certificate Course/Training on AUP (That Includes) (Onboarding
Time 2 Weeks Extra)
* 1. Professional standards for agreed-upon procedures engagements
2. AUP vs. Consulting
3. Accepting and Planning for AUP Engagement
4. Documentation and AUP requirement.
5. Determining what procedures are appropriate.
6. List the types of reports issued for agreed upon procedures (AUP)
engagements;
7. Common uses of agreed-upon procedures.
8. Common users of agreed-upon procedures.
9. Workpaper Documentation & Review & Evaluation of Workpaper Files
10. Describe how to properly identify who is responsible party and what
procedures should be performed
11. Identify what AT-C firms should provide AUP engagements for
12. Identify a characteristic/requirement of SSAE No. 19
13. Differentiate which AT-C establishes requirements specific to performing
AUP engagements
VIRTUAL ASSISTANT (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Computer literacy and familiarity with various computer programs such as MS
Office
* Prior Experience of Customer Service/Success.
* Ability to Multitask, Organize, and Prioritize work
* Assess inbound calls
* Email Management
* Task Management
* Data Entry
* Check, calculate and verify data
* Calendar management, including confirming appointments, scheduling meetings
and more
* Client outreach, including thank you notes, phone calls, emails and more
* Follow up on unpaid client invoices
* Maintain and update a database of client information
* Schedule meetings and send reminders
* Good Communication
* Proficiency in Microsoft Office suite
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
MANAGEMENT ASSOCIATE - ACCOUNTING (ACCOUNTANT) (SKILLS AND EXPERIENCE)
* Account Payable / Account Receivable / Credit Control duties.
* Consumer Debt
* Management Reporting.
* Payment Management.
* Cash flows / Cash & Banking.
* VAT Returns.
* Preparation of Financial Report and packages.
* Financial Statement reconciliation and reviews.
* Maintenance of Financial Ledgers and Accounting Process.
* Ratio Analysis.
* Management Commentary.
* Multi- Currency Reporting.
* Assisting in Budgeting and Forecasting.
* Laying out KPIS.
* Assisting Financial Analysis.
ASSOCIATE - CUSTOMER SUPPORT (SKILLS AND EXPERIENCE)
* Assists with scheduling appointments.
* Manage CRM Software
* Monitor client activity and answer phones and resolve client issues.
* Client Onboarding - Query Solving - Follow Ups for Documents
* Follow Ups with Client for Billing
* Assess inbound calls and emails from clients
* Mail, scan, follow up with clients
* Answer and redirect phone calls to the appropriate person
* Good Communication
* Bachelor’s Degree
* Minimum 1 year of experience
* Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
ASSOCIATE - CUSTOMER SUPPORT (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Computer literacy and familiarity with various computer programs such as MS
Office
* Prior Experience of Customer Service/Success
* Respond promptly and professionally to incoming customer inquiries in chat,
by telephone, or by email.
* Documenting customer interactions and forwarding information to interested
parties.
* Explain simply and clearly customer questions and check for customer
understanding and acceptance.
* Establish and maintain good rapport with customers by using positive language
and Anticipating customer needs.
* Transcription of Customer Reports/Meetings - Organize all conversation
records.
* Ensure that customer experience requirements are met in accordance with
standards set Identifying, Escalating Priority Issues and reporting to the
high-level management.
* Resolve customer queries and achieve customer delight.
* Completing call notes and call reports as necessary and updating them in the
CRM.
* Mail, scan, follow up with clients
* Excellent Oral and Written Communication
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
CALLING AGENT (SKILLS AND EXPERIENCE)
* Manage inbound and/or outbound calls;
* Obtains client information by answering telephone calls
* Interviewing clients; verifying information.
* Informs clients by explaining procedures; answering questions; providing
information.
* Up-sell products and services when possible
* Draft and Send Minutes of Meetings.
* Researching required information using available resources.
* Processing forms, orders, and applications requested by the clients.
* Routing inbound calls to the appropriate resources.
* Identifying, escalating priority issues and reporting to the high-level
management.
* Organize all conversation records.
* Following up complicated customer calls where required.
* Completing call notes and call reports as necessary and updating them in the
CRM.
* Excellent Oral and Written Communication
* Bachelor’s Degree
* Minimum 1 year of experience
* Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
ASSOCIATE - BUSINESS DEVELOPMENT (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Computer literacy and familiarity with various computer programs such as MS
Office
* Prior Experience of Business Development
* Understand the firm's core business area, target audience and how to target
strategy.
* Identify Potential Target Market for Business.
* Contacting potential clients to arrange meetings.
* Researching organizations and individuals to find new opportunities.
* Build long-term relationships with new and existing customers.
* Linkedin Messaging and Linkedin Engagement.
* Cold Calling.
* Preparing and sending out engagement.
* Sales Follow ups before closing and getting engagement signed.
* Conducting Email Campaigns, Paid Campaigns through Marketing.
* Managing Inquiries on Website.
* Managing Lead Pipeline.
* Getting Referrals from Existing clients
* Excellent Oral and Written Communication
* Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE DIGITAL MARKETING – ECOMMERCE SPECIALIST (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Maintain and update the bundle tracker spreadsheet
* Generate and version all bundle image requests
* Organize and file bundle imagery in the master bundle folder
* Set up all bundle requests using Amazon’s bundle feature in Seller Central
* Work with associate product manager to ensure bundle accuracy and completion
* Update bundle imagery as needed, eg color changes, product hero changes
* Ad hoc projects as needed
* Easily follow written and verbal instructions
* Strong communication skills
* Incredibly organized and detail oriented
* Intermediate Excel proficiency
* Online Platform and Seller Central experience
* Experience working with a large catalog of ASINs
* Proficient in Photoshop or Adobe Illustrator
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING (SKILLS
AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Edits engaging audio and video content
* Maintains and executes all production calendar deliverables.
* Maintains technical standards of all post-production content
* Utilizes their diverse editing toolkit ranging from cinematic storytelling to
fast-paced highlights and promos
* Edits graphics and video in a deadline-driven environment
* Creates versioning edits for different platforms
* Skillfully collaborates with all team members in a fast-paced environment
* Utilizes industry-standard digital content and editing software
* Maintains clients’ brand voice through overall tone and images; works in
close collaboration with the team's graphic designers as well as other
individuals within the division.
* Skilled in both Video Editing and Graphic Design is preferred
* Extensive experience with video and image editing software and processes,
including Adobe After Effects, Adobe Premier, Adobe Photoshop, and Adobe
Illustrator
* Strong graphic (including motion graphics) and video editing skills in a
deadline-driven environment
* Excellent experience with digital content management systems, digital
workflows, subscriptions, analytics, and data
* Ability to juggle heavy workloads and keep multiple projects on track
* Must be willing to work a full-time night shift from your home office
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE - DIGITAL MARKETING (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Assist the team in the development of the overall digital marketing strategy
* Implement digital marketing activities across a broad range of digital
marketing channels (SEO, SEM, Social Media, Email, Mobile, Display)
* Manage and maintain the company’s owned media including websites, mobile
apps, and email/CRM software
* Manage the creation of relevant and engaging digital content for publishing
onto various digital platforms
* Manage social media marketing campaigns
* Manage digital advertising campaigns (SEM, Display, Social, Programmatic)
* Set up conversion, pixel, and event tracking on the website and across
various digital platforms
* Conduct research on market trends, brand’s audiences and competitors, and
end-to-end consumer journey to drive engagements and conversions
* Analyze digital marketing analytics reports and share insights with the team
to develop optimization plans
* Stay abreast of emerging digital tools and platforms, digital marketing
trends, new technologies, and share insights with the rest of the team
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE - CONTENT WRITING (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Research industry-related topics (combining online sources, interviews, and
studies)
* Proofread and edit content before publication
* Use SEO guidelines to increase web traffic
* Ensure content is smartly prepared using SEO targeted keywords. The text
should have relevant keywords and variations for better search engine ranking
and indexing.
* Curating Content for Social Media Platforms
* Ensure all-around consistency and creativity
* Collating the sources where the content is distributed.
* Ensure the timely and successful delivery of solutions according to customer
needs and objectives
* Willing to work collaboratively as a part of the content team
* Strong communication and interpersonal skills, displaying the ability to
connect and build relationships with clients and peers
* Ability to work methodically and meet deadlines
* Infuse creativity and readiness to learn/experiment
* Willing to work on a full-time basis
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
SR. ASSOCIATE - VIRTUAL ASSISTANT (OFFICE MANAGER) (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 3-5 Year experience.
* 3 Months of Training
* Calendar management and scheduling including management of Calendly accounts
* Client outreach including document and signature requests, document delivery,
and responding to inquiries
* Email management including sorting priorities and task completion or
delegation
* Task management including reporting and data entry
* Maintain and update client database information
* Assistance with inbound calls on multi-line phone system
* Follow up on unpaid client invoices
* Draft and deliver client service proposals through Practice Ignition
* Track progress of outstanding proposals and follow up with potential new
clients
* Assist leaders and administrative team with other tasks as needed
* Manage Travel Desk and arrangements
* Vendor Management
* Administer daily time entry
* Prioritize personal workload and communicate priorities with direct manager
* Maintain/prepare required records, reports, and files in an organized manner
* Attend scheduled one-on-one and team meetings
* Creating MOM – and share with respective Group
* Expense Management – with basic Book-keeping and reconciliation of work flow
and invoices
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
SR. ASSOCIATE - TALENT ACQUISITION (SKILLS AND EXPERIENCE)
* Minimum Bachelor's Degree in Human Resources, Business Administration, or
related field
* 3-5 years+ of Recruiting experience.
* 3 months of Training
* Proficient in Microsoft Office
* Source candidates using a variety of search methods to build a robust
candidate pipeline
* Screen candidates by reviewing resumes and job applications, and performing
phone screenings
* Take ownership of candidate experience by designing and managing it Develop
job postings, job descriptions, and position requirements
* Perform reference checks as needed.
* Facilitate the offer process by extending the offer and negotiating
employment terms.
* Manage onboarding and new hire process.
* Stay abreast of recruiting trends and best practices.
* Manage the overall interview, selection, and closing process.
* Ensure all screening, hiring, and selection is done in accordance with
employment laws and regulations.
* Ability to communicate effectively, both orally and in writing.
* Demonstrated ability to establish effective and cooperative working
relationships built on trust.
* Excellent organisational and time management skills.
* Comfortable making decisions independently
* Working knowledge of applicant tracking and HRIS systems
* Ability to manage a wide range of relationships with a variety of
stakeholders
* Working knowledge of interview techniques and applicant screening methods
* Deep understanding of employment laws and regulations
* Familiar with a wide variety of sourcing avenues
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
SR. ASSOCIATE - BUSINESS DEVELOPMENT (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 3-5 Year experience.
* 3 Months of Training
* Computer literacy and familiarity with various computer programs such as MS
Office
* Prior Experience of Business Development
* Understand the firm's core business area, target audience and how to target
strategy.
* Identify Potential Target Market for Business.
* Contacting potential clients to arrange meetings.
* Researching organizations and individuals to find new opportunities.
* Build long-term relationships with new and existing customers.
* Linkedin Messaging and Linkedin Engagement.
* Cold Calling.
* Preparing and sending out engagement.
* Sales Follow ups before closing and getting engagement signed.
* Conducting Email Campaigns, Paid Campaigns through Marketing.
* Managing Inquiries on Website.
* Managing Lead Pipeline.
* Getting Referrals from Existing clients
* Excellent Oral and Written Communication
* Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
SR. ASSOCIATE - SOCIAL MEDIA MARKETING / CONTENT CREATION / VIDEO EDITING
(SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 3-5 Year experience.
* 3 Months of Training
* Edits engaging audio and video content
* Maintains and executes all production calendar deliverables.
* Maintains technical standards of all post-production content
* Utilizes their diverse editing toolkit ranging from cinematic storytelling to
fast-paced highlights and promos
* Edits graphics and video in a deadline-driven environment
* Creates versioning edits for different platforms
* Skillfully collaborates with all team members in a fast-paced environment
* Utilizes industry-standard digital content and editing software
* Maintains clients’ brand voice through overall tone and images; works in
close collaboration with the team's graphic designers as well as other
individuals within the division.
* Skilled in both Video Editing and Graphic Design is preferred
* Extensive experience with video and image editing software and processes,
including Adobe After Effects, Adobe Premier, Adobe Photoshop, and Adobe
Illustrator
* Strong graphic (including motion graphics) and video editing skills in a
deadline-driven environment
* Excellent experience with digital content management systems, digital
workflows, subscriptions, analytics, and data
* Ability to juggle heavy workloads and keep multiple projects on track
* Must be willing to work a full-time night shift from your home office
* Linkedin Connection expansion
* Linkein Ads
* Facebook Ads
* Connect with target Audience / decision makers
* Creating promotional / Educational Videos connecting with influencers and
affiliate marketing
* Live events / Virtual Events – Thought Leadership
* News letters – Creating and sending
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
SR. ASSOCIATE - DIGITAL MARKETING (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 3-5 Year experience.
* 3 Months of Training
* Assist the team in the development of the overall digital marketing strategy
* Implement digital marketing activities across a broad range of digital
marketing channels (SEO, SEM, Social Media, Email, Mobile, Display)
* Manage and maintain the company’s owned media including websites, mobile
apps, and email/CRM software
* Manage the creation of relevant and engaging digital content for publishing
onto various digital platforms
* Manage social media marketing campaigns
* Manage digital advertising campaigns (SEM, Display, Social, Programmatic)
* Manage SEO campaigns
* Set up conversion, pixel, and event tracking on the website and across
various digital platforms
* Conduct research on market trends, brand’s audiences and competitors, and
end-to-end consumer journey to drive engagements and conversions
* Analyze digital marketing analytics reports and share insights with the team
to develop optimization plans
* Stay abreast of emerging digital tools and platforms, digital marketing
trends, new technologies, and share insights with the rest of the team
* Linkedin Connection expansion
* Google Ads,
* Linkein Ads
* Facebook Ads
* Connect with target Audience / decision makers
* Creating promotional / Educational Videos
* connecting with influencers and affiliate marketing
* Live events / Virtual Events – Thought Leadership
* Newsletters – Creating and sending
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
SR. ASSOCIATE - CONTENT WRITING (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 3-5 Year experience.
* 3 Months of Training
* Research industry-related topics (combining online sources, interviews, and
studies)
* Proofread and edit content before publication
* Use SEO guidelines to increase web traffic
* Curating Content for Social Media Platforms
* Ensure all-around consistency and creativity
* Collating the sources where the content is distributed
* Ensure the timely and successful delivery of solutions according to customer
needs and objectives
* Willing to work collaboratively as a part of the content team
* Strong communication and interpersonal skills, displaying the ability to
connect and build relationships with clients and peers
* Ability to work methodically and meet deadlines
* Develop content strategy develop an editorial calendar aligned with
short-term and long-term goals
* To create original long short form copy, website copy, effective headlines,
tag-lines, calls to action, service descriptions, and more.
* Brainstorming collaborating with internal teams to create campaigns,
collaterals etc.
* Write effective and grammatically correct copy for target audience from
conceptualization to final execution.
* Stay on top of current industry trends to use that as an opportunity to
create relevant cont
* Connect with influential media outlets and journalists to place stories about
company news and other initiatives. Assist with event planning, including
working with vendors, event coordinators, and design teams for on-site
collateral
* Produce valuable and engaging content for our website and blog that attracts
and converts our target groups
* To write on a variety of topics related to educational industry, educational
brands etc
* Knowledge of writing articles, blog posts, press releases, website content
pertaining to digital media.
* Create content which gives website readers access to information in a simple,
easy to understand language.
* Exposure towards writing case studies, marketing emails / flyers, white
papers, etc.
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE - DATA PROCESSING (SKILLS AND EXPERIENCE)
* Minimum Bachelor’s Degree
* 1 - 3 Years experience.
* 3 Months of Training
* Computer literacy and familiarity with various computer programs such as MS
Office
* Understanding basic Invoice and Billing.
* Good working knowledge of excel.
* Preparing and sorting documents for data entry
* Entering data into database software and checking to ensure the accuracy of
the data that has been inputted
* Resolving discrepancies in information and obtaining further information for
incomplete documents
* Create spreadsheets to track important customer information and deadlines.
* Transfer data from hard copy to a digital database.
* Update customer information in a database.
* Organize existing data in a spreadsheet.
* Verify outdated data and make any necessary changes to records.
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE - TALENT ACQUISITION (SKILLS AND EXPERIENCE)
* Minimum Bachelor's Degree in Human Resources, Business Administration, or
related field
* 1-3 years+ of Recruiting experience.
* 3 Months of Training
* Proficient in Microsoft Office
* Source candidates using a variety of search methods to build a robust
candidate pipeline
* Screen candidates by reviewing resumes and job applications, and performing
phone screenings
* Take ownership of candidate experience by designing and managing it Develop
job postings, job descriptions, and position requirements
* Perform reference checks as needed.
* Facilitate the offer process by extending the offer and negotiating
employment terms.
* Manage onboarding and new hire process.
* Stay abreast of recruiting trends and best practices.
* Manage the overall interview, selection, and closing process.
* Ensure all screening, hiring, and selection is done in accordance with
employment laws and regulations.
* Ability to communicate effectively, both orally and in writing.
* Demonstrated ability to establish effective and cooperative working
relationships built on trust.
* Excellent organisational and time management skills.
* Comfortable making decisions independently
* Working knowledge of applicant tracking and HRIS systems
* Ability to manage a wide range of relationships with a variety of
stakeholders
* Working knowledge of interview techniques and applicant screening methods
* Deep understanding of employment laws and regulations
* Familiar with a wide variety of sourcing avenues
Disclaimer:
We provide staff in Non-Accounting roles 3 month training on Accounting Industry
& How Accounting firms work as they wouldn’t have prior experience of it.
ASSOCIATE - TRANSACTION ADVISORY (SKILLS AND EXPERIENCE)
REQUIREMENTS
* Minimum university degree majoring in Accounting, Finance, Business,
Management, Economics.
* 1 - 4 years of experience, preferably with the Big-4 Firms, Audit, Corporate
Finance, Management Consulting, and/or Investment House. Fresh graduate with
strong internship experiences are also welcome to apply.
* Professional qualifications such as CFA, FRM, CPA, CA and CMA would be highly
regarded.
* Fluency in English is mandatory both verbal and written.
* Possessed strong analytical and structured thinking, exposures to team work
as well as client facing project, demonstrate good commercial thinking and
business acumen.
* Having the ease to work effectively under pressure and to meet established
goals and objectives within the specified deadline, while maintaining quality
at all times.
* Have excellent communication, presentation and interpersonal skills with the
ability to deal with people all levels professionally.
BRIEF DESCRIPTION OF ROLE
Some of the key responsibilities would include:
* Help clients to achieve their strategic goals, whether they are acquiring or
divesting assets, by participating in one of our services (i.e. Financial Due
Diligence, Valuation & Business Modelling, Lead Advisory, Restructuring and
Operational Transaction Services).
* Working directly with the senior management teams for both buyers and
sellers.
* Analyze financial and operational results of targets company through
reviewing accounting records and conducting interviews with management.
* Prepare and evaluate pro forma financial information to assess trends and
fluctuations that may impact cash flow requirements and deal valuation
* Identify issues for purchase price reductions, deal structuring or deal
termination
* Correlate financial due diligence findings with client valuations and price
negotiations
* Perform industry and company research utilizing online tools and publicly
available information
* Assist in researching technical accounting issues to evaluate implications on
transaction valuation and structuring
* Assist in preparing reports and schedules that will be delivered to clients
and other parties
* Work with other EY service teams to deliver an integrated service to our
clients.
* Likely to also work on a number of cross border assignments working with
other EY offices around the world
SKILLS & BEHAVIORAL ATTRIBUTES
* Entrepreneurial mind set and business acumen
* Able to analyze both financial and non-financial information to formulate
views and conclusions. Good analytical skills and high attention to detail.
* Passion for helping clients achieve their potential
* A team player with strong intellectual curiosity, industrious and willing to
learn new capabilities
* Strong interpersonal and client relationship skills
* Proven leadership skills to enable effective team management and coaching
* Effective written and verbal communication in both English and Bahasa,
including presentation skills.
ASSOCIATE - CYBERSECURITY ANALYST (SKILLS AND EXPERIENCE)
* Determine security violations and inefficiencies by conducting periodic
audits
* Upgrade our network and infrastructure systems
* Implement and maintain security controls
* Identify and solve potential and actual security problems
* Assess the current situation, evaluating trends and anticipating security
requirements
* Keep users informed by preparing performance reports; communicating system
status
* Maintain quality service by following organization standards
* Maintain technical knowledge by attending educational workshops
* Contribute to team effort by accomplishing related results as needed.
* Proven work experience as a Cyber Security Specialist or similar role
* Hands-on experience analyzing high volumes of logs, network data and other
attack artifacts
* Experience with vulnerability scanning solutions
* Proficiency with antivirus and security software
* Bachelor’s degree in Computer Science, Information Systems, or equivalent
education or work experience.
ASSOCIATE - ERP CONSULTANT (SKILLS AND EXPERIENCE)
ERP CONSULTANT RESPONSIBILITIES:
* Determining ERP needs via consultation, business process analysis, and
observations.
* Evaluating existing IT infrastructure and recommending system improvements.
* Developing and configuring customized ERP solutions.
* Writing programs and scripts to design user-friendly interfaces and optimized
functionalities.
* Deploying ERP solutions and ensuring seamless system integration.
* Running diagnostic tests and resolving issues to enhance performance.
* Providing ERP end-user training and technical support.
* Documenting ERP processes and preparing deployment progress updates.
* Complying with industry regulations.
* Keeping informed of the latest ERP developments, upgrades, and offerings.
* Bachelor's degree in computer science, information technology, or similar
preferred.
* Specialization in business administration or a related field will be
advantageous.
* ERP certification, such as SAP ERP Business Process Integration or Oracle’s
SaaS ERP.
* A minimum of 2 years' experience as an ERP consultant in a similar industry.
* Extensive knowledge of business processes, ERP development tools, and coding
languages.
* Exceptional interpersonal, collaboration, and communication skills.
* Superb problem-solving and analytical abilities.
* Excellent time management and organizational skills.
ASSOCIATE - IT ADMINISTRATOR (SKILLS AND EXPERIENCE)
* Monitoring and maintaining networks and servers.
* Upgrading, installing and configuring new hardware and software to meet
company objectives.
* Implementing security protocols and procedures to prevent potential threats.
* Creating user accounts and performing access control.
* Performing diagnostic tests and debugging procedures to optimize computer
systems.
* Documenting processes, as well as backing up and archiving data.
* Developing data retrieval and recovery procedures.
* Designing and implementing efficient end-user feedback and error reporting
systems.
* Supervising and mentoring IT department employees, as well as providing IT
support.
* Keeping up to date with advancements and best practices in IT administration.
* Bachelor's degree in computer science, information technology, information
systems, or similar.
* Applicable professional qualification, such as Microsoft, Oracle, or Cisco
certification.
* At least two years' experience in a similar role.
* Extensive experience with IT systems, networks, and related technologies.
* Solid knowledge of best practices in IT administration and system security.
* Exceptional leadership, organizational, and time management skills.
* Strong analytical and problem-solving skills.
* Excellent interpersonal and communication skills.
INDIVIDUAL TAX PREPARER (SKILLS & EXPERIENCE)
* Semi Qualified CA or CPA/EA or CPA/EA Pursuing or Bachelors or Master Degree
(Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 3+ Years of Experience in Public Accounting. (In India)
* 2 Years of Experience in US Taxes.
* Tax Preparation (Basic)
* Tax Filings at HMRC
* At Least 2 Tax Years of Core Tax Experience
* 1-3 Years Experience
* Minimum Bachelor’s Degree
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
INDIVIDUAL TAX PREPARER (SKILLS & EXPERIENCE)
* Semi Qualified CA or CPA/EA or CPA/EA Pursuing or Bachelors or Master Degree
(Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 1-3 Years of Experience in Public Accounting. (In India)
* Tax Preparation (Basic)
* At Least 2 Tax Years of Core Tax Experience
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
* 3 Months of Training on US Tax
* Trained by Tax Reviewer with 5+ Years Experience.
* Would also do a high level review of their own work
INDIVIDUAL TAX PREPARER (SKILLS & EXPERIENCE)
* Semi Qualified CA or CPA/EA or CPA/EA Pursuing or Bachelors or Master Degree
(Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* 1-3 Years of Experience in Public Accounting. (In India)
* Tax Preparation (Basic)
* At Least 2 Tax Years of Core Tax Experience
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
* 3 Months of Training on CA Tax
* Trained by Tax Reviewer with 5+ Years Experience.
* Would also do a high level review of their own work
BUSINESS TAX PREPARER (SKILLS & EXPERIENCE)
* Semi Qualified CA or CPA/EA or CPA/EA Pursuing or Bachelors or Master Degree
(Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 3+ Years of Experience in Public Accounting. (In India)
* 2 Years of Experience in US Taxes.
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* At Least 2 Tax Season Experience
* 1-3 Years Experience
* Minimum Bachelor’s Degree
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
BUSINESS TAX PREPARER (SKILLS & EXPERIENCE)
* Semi Qualified CA or CPA/EA or CPA/EA Pursuing or Bachelors or Master Degree
(Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 1-3 Years of Experience in Public Accounting. (In India)
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* At Least 2 Tax Season Experience
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
* 3 Months of Training on US Tax
* Trained by Tax Reviewer with 5+ Years Experience.
* Would also do a high level review of their own work
BUSINESS TAX PREPARER (SKILLS & EXPERIENCE)
* Semi Qualified CA or CPA/EA or CPA/EA Pursuing or Bachelors or Master Degree
(Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and CA Accounting.
* 1-3 Years of Experience in Public Accounting. (In India)
* Basic Business Tax Experience.
* Multi-State Tax Preparation (Basic)
* At Least 2 Tax Season Experience
* Computer Literacy - Moderate to Good
* Relevant Tax Software Experience
* 3 Months of Training on CA Tax
* Trained by Tax Reviewer with 5+ Years Experience.
* Would also do a high level review of their own work
ASSOCIATE - TRANSFER PRICING
* Qualified Chartered Accountant(CA) or Semi Qualified CA or CPA or CPA
Pursuing.
* Bachelors or Master Degree (Accounting or Tax or Finance)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 3+ Years of Experience in Public Accounting.
* 1 to 2 Years of Experience in US Accounting and Tax.
* Basic Individual Tax and Business Tax Experience.
ASSOCIATE - TRUST & ESTATE & FAMILY OFFICE
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel.
* Intermediate Understanding Individual Tax and Business Tax.
* Fundamental Understanding Quickbooks and Tax Software.
* 40 hours Certificate Course on Trust, Estate Planning and HNI Tax Planning.
(That Includes)
* 1. Annuity Fundamentals & Tax Planning
2. Fundamentals of Estate Planning
3. Essential of Estate Planning
4. Estate Planning for Qualified Retirement Plans and IRA’s
5. Estate Planning Tools and Techniques
6. Psychology of Estate Planning
7. Key Estate Planning Considerations
8. Planning for Your Clients' Incapacity
9. Tactical and Strategic Roth Conversions in 2020 after the Secure Act
10. Understanding the Important Gift, Estate, and Income Tax Elections
11. Taxation of Trusts & Form 1041
12. Prepare the 709 Gift Tax Return
13. The Efficacy and Application of 30 Common Trusts
14. Long-Term Care Fundamentals.
15. Succession and Exit Planning in Family Business
ASSOCIATE - REAL ESTATE TAXES
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Intermediate level Business Tax Experience.
* 80+ hours of Certificate Courses and Training on Real Estate Taxes
Strategies. (That Includes)
* 1. Acquisition and Depreciation Strategies
2. Repairs and Capital Improvements
3. Interest Deductions
4. Cost Recovery, Partial Disposition
5. 199A Tax strategies
6. Safe Harbor for Real Estate Rentals
7. Passive Loss Rules
8. Opportunity Zones
9. Like-kind exchange strategies
10. Cost Segregations
11. Financing considerations
12. Bonus depreciation,
13. Section 179, and the de minimis rules
ASSOCIATE - STATE & LOCAL TAXES
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 20+ Hours of Certificate Course Fundamental of State and Local Taxes
* 1. Introduction to Sales Tax.
2. Sales Tax and Determining Nexus.
3. Products and Services Subject to Sales Tax.
4. Introduction to Use Tax.
5. Understanding Sales Tax Audit Process.
6. Contractor and Their Sales Tax Responsibilities.
7. Sales Tax Liabilities of Manufacturers and Other Services Providers.
8. Sales Tax Refund
9. Sales Tax Disputes- The Hearing Process & Getting Guidance
ASSOCIATE - TAX PLANNING & TAX CREDITS (BUSINESS)
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* Basic Individual Tax and Business Tax Experience.
* 30+ hours of Certificate Courses on Real Estate Taxes Strategies. (That
Includes)
* 1. R&D Tax Credits for Every Industry
2. R&D Tax Credits: Understanding Qualification and Debunking Myths
3. EPAct 2005: A Lasting Impact (Energy-Efficient Tax Deductions for
Commercial Real Estate)
4. Section 1031 Exchanges: Qualification and Tax Reporting
5. Tax Strategies for Real Estate
6. Tax Planning for Passive Activities
7. Opportunity Zones
8. Sec. 199A Cutting Edge Tax Strategies for Rental Real Estate
9. S Corporation Tax strategies
10. Tax Strategies for Partnerships
11. Cost Segregation Studies for Real Estate Assets
12. Current Commercial Real Estate Depreciation Strategies for 2021
13. Small Business Tax cutting Strategies.
ASSOCIATE - TAX PLANNING (INDIVIDUAL)
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and Tax Software.
* Intermediate to Advance level understanding of Individual Tax.
* 30+ hours of Certificate Courses on Individual Tax Planning strategies. (That
Includes)
* 1. Self Employment Tax Planning with LLCs and S Corporations
2. Tax Planning for Retirement
3. Tax Planning on Itemised Deduction.
4. Educational Tax credit/Child Tax Credit.
5. Community Property Taxation
6. Planning strategies for the sale of capital gain assets and real property
7. Planning for required minimum distributions
8. Maximising tax benefits on the sale of a principal residence
9. Like-kind exchanges and instalment sales
10. Tax planning opportunities for rental properties
11. Tax Planning for Passive Activities
12. Annuity Fundamentals & Tax Planning for Accountants & CPAs
13. Deeper understanding of Schedule C.
ASSOCIATE - TAX RESOLUTION
* 12 Weeks of Training on US Tax
* Bachelor's Degree (Accounting or Tax or Finance) or CA-SemiQualified
* 2+ Years of Experience in Public Accounting. (In India)
* MS Office Suite, with strength in MS Excel
* Fundamental Understanding Quickbooks and US Accounting.
* 3+ Years of Experience in Public Accounting. (In India)
* 1 to 2 Years of Experience in US Accounting and Tax.
* Basic Individual Tax and Business Tax Experience.
* 40+ hours Certificate Course on Fundamentals of Tax Resolution. (That
Includes)
* 1. Basic Understanding of Unfiled Tax Returns, Payroll Tax Default, IRS
Transcript Analysis, Wage Garnishment, FBAR, Instalment Agreement, IRS
Tax Payment Plans.
2. Basic IRS Audit Process & Defence Presentation
3. The Structure and Organisation of the IRS
4. How to Analyse Your Client’s Tax Situation
5. IRS Penalties, Abatements, and Reasonable Cause
6. Innocent Spouse Relief
7. Circular 230 Ethics and Updates
8. Offer-in-Compromise
9. Getting Organised to Resolve Collection Issues
10. Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
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FOCUS ON CORE
* We take care of all the support functions.
* No Compliances or Hastles.
* Core Team Hiring, Retaining & Management remains with you.
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REACH AND PARTNERSHIPS
* IMA Platinum Partner.
* MOU with State Government of Gujarat.
* 61 Colleges Partnership.
* Branches in 8 Different Cities (Ahmedabad, Gandhinagar, Rajkot, Vadodara,
Cochin, Indore, Jaipur)
* 5 Cities Offices in Pipeline
* Partnership with Kerala State Government - ASAP
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DOMAIN EXPERTISE
* Management is Qualified in Accounting.
* We work with 600+ Accounting firms.
* 2,000+ person staff for firms.
* 30 of the Top 200 accounting firms work with us.
* We exclusively work with Accounting firms only.
* We don’t work with Any other Industry.
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NO POACH
* No Poach Agreement with Other Outsourcing and Accounting firms in India.
* Lesser Attrition.
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HIRING BEYOND ACCOUNTING ROLES
* Hand Picked Hiring from Companies that matters most.
* Hiring for Specialised Areas like Business Valuation, Transaction Advisory,
Fraud & Forensics, IT, Wealth Management etc.
* Expert Sr. Recruiters in Hiring Sr. Roles and Specialised Roles.
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NO COMPLIANCES
* All Business, Payroll, HR, Safety, Tax, Finance Compliances is our
responsibility.
* No worries about Litigation or disputes.
* No worries about local challenges.
* Ease of Doing Business.
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BEST QUALITY TEAM
* Complete freedom on recruiting and managing talent.
* Leverage Entigrity's Goodwill to Attract Best Talent in India.
* Focus on Hiring from Good Companies for Sr. Talent.
* Pre-Screening Test and Post-Training Test acts as best Filters.
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THANK YOU FOR INQUIRY.
We will get back to you in next 24-48 Hours
Continue
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DOUGLAS SMALDINO, CPA
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ROGER VESTER, CPA
*
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JACK OWENS, CPA
*
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RON ST CLAIR, CPA
*
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DAMON GAMBLE, CPA
*
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JIM GOLDMAN, CPA
*
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JAKE COOPER, CPA
*
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KIM DOLLIN
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HUBERT MCINTOSH, CPA
*
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G.TED STEWART, CPA
*
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MARTIN MOLL
*
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JODY GRUNDEN
*
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TIFFANY TORR
*
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BASIL AGROCOSTEA, CPA
*
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ADAM HALE, CPA
*
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JEFF BADU, CPA
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