Unlocking the Potentials of Outsourcing Part 3 - The Next Level 2024

Overview

Ready to elevate your practice? This series is designed for professionals who have yet to explore outsourcing in their audit, tax, or CAS practice. Part 3 will dive into the aspects of your internal and external teams, taking KPIs and workflows into consideration. Companion courses: Unlocking the Potentials of Outsourcing Part 1 - The Basics Unlocking the Potentials of Outsourcing Part 2 - Starting The Process Unlocking the Potentials of Outsourcing Part 4 - The Intersection of Outsourcing and AI

Highlights

• What a mature outsource team looks like to maximize utilization
• KPIs for your outsource and internal teams
• Workflow tools to motivate further adoption of outsourcing usage by your internal team

Prerequisites

None.

Designed For

CPAs and other Financial Professionals looking to understand the options and benefits of outsourcing.

Objectives

• Determine which outsourcing KPIs to utilize and publish in your firm
• Recognize opportunities to modify the structure of an outsource team to gain better utilization
• Identify tools your firm can adopt to accelerate the benefits of a mature outsourcing team

Preparation

None.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.