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THE CONSULTATION

HELPING YOU BUILD THE FIRM OF THE FUTURE THROUGH OUTSOURCING.

The first step in any strategic business decision is to do your research and make the right choice for your business. Our Australian based Relationship Managers can talk you through the process and how it has made such an impact to the efficiency, productivity, and profitability for all of our clients. By outsourcing accounting, marketing, admin and all back of house support roles to the Philippines, you can now truly add value instead of being buried in compliance work and failing to focus on your client’s future business plans.

To learn more, book a quick 15-minute call with your local team or download our free e-book on “How to build an offshore accounting team“.

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KICK START

RETURN THE SIGNED AGREEMENT AND SETTLE
YOUR PAYMENT FOR THE KICK START FEE.

The Outsourced Accountant will provide you a copy of the agreement for you to review, sign and return for processing. TOA will also send you the Kickstart fee invoice due within 7 days upon issuance. Be reminded that our Recruitment Team will only begin the hiring process for your ideal candidates after you returned the signed agreement and settle your Kickstart fee.

The Kickstart Fee is a one-time fee of AUD 2,000 or £1,100 GBP per team member that is paid before recruitment commences. This fee pertains to the services designed to get your offshore team recruited and / or trained working as fast and seamlessly as possible.
Our team of implementation specialists will work with your team to implement faster and get value sooner:

  • Recruiting your ideal team member
  • Induction and orientation program
  • Onshore account management support to develop an offshore strategy
  • Offshore management support to get the most from your new offshore team including proven strategies and systems
  • A 5-day training program for your new team member including:
    • Australia, New Zealand or UK 101 Training
    • Four day tailored training plan for Accounting and Admin roles
 

SHORTLIST

REVIEW YOUR CANDIDATES AND RESERVE A SLOT
FOR THEIR SKYPE INTERVIEW.

TOA will send you the resumes of recommended candidates within 10 business days after receiving your Kickstart fee payment. You are given 48 hours to review the candidates’ information and reserve a slot for you to interview them via Skype thru our online booking system.

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INTERVIEW & SELECT

CHOOSE YOUR SUCCESSFUL CANDIDATE.

Your dedicated Client Experience Manager will walk you through the next steps for interviewing your shortlisted candidates via Skype. You then have 48 hours to choose among the candidates interviewed for the role(s) you require and finalise the start date. General notice period for candidates is 4 weeks.

 

SETTLE

RETURN THE SIGNED STAFF COSTING SHEET AND
SETTLE YOUR PAYMENT FOR THE TOA SECURITY BOND.

The Staff Costing Sheet and the Security Bond invoice will be sent to you within 48 hours after your new team member signed his employment contract. You are expected to return the signed Staff Costing Sheet and settle your Security bond invoice before your team member commences.

 

The Security Bond is calculated at two (2) times the monthly staffing cost (monthly BPO fee + monthly staff cost). The TOA Security Bond invoice will be sent to you immediately after the candidate has signed the employment contract, payable within 7 days upon receipt of the invoice and is refundable upon termination of the staff member’s services in line with contract termination provided that The Outsourced Accountant is notified at least 90 days prior to contract termination.

The Staff Costing Sheet is a form which contains a summary of the cost breakdown related to hiring a staff member at The Outsourced Accountant. It is composed of the staff wages, government mandated costs and additional benefits.

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GET READY

PREPARE YOUR FIRM FOR OFFSHORE.

To ensure your firm has the best possible preparation for success offshore, we provide an Offshore Technology Assessment to identify potential bottlenecks or areas for improvement in your security, IT systems, processes and communications so you’re armed with best practice IT tools, systems and ideas to effectively collaborate with your new offshore colleague. We also gather information to optimize our facility’s IT system compatibility. Book your schedule below for your mandatory Offshore Technology Assessment which is a 30-minute consultation followed by a report.

Aside from the Offshore Technology Assessment, in order for you to maximise your offshoring strategy, expect your dedicated Client Experience Manager to schedule a 30-minute meeting with you at least 2 weeks prior to boarding your offshore staff to discuss matters around your IT and training requirements and address your queries, if any, related to the Onboarding Guide that was sent to you along with the Security Bond Invoice and Staff Costing Sheet.

 

TRAINING

INDUCTION WEEK.

Upon boarding, the team member will attend a day of company Induction and Policies Orientation which includes Australia, NZ or UK 101 course aiming to educate a team member of your culture. In addition, new team member may also take a 4-day tailored training depending on the role prior to team member being endorsed to you for your company’s process-based training. Please note that aside from the basic training for Accounting and Administration related roles TOA offers, we also conduct premium training which covers more extensive details about specific topics such as Preparation of Individual Income Tax Return, BAS Preparation SMSF etc. This Premium Training is conducted by our in-house Australian CA Trainer. For any queries on the basic and premium training courses, please email or ring  your dedicated Client Experience Manager.

 

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ALL SET

TEAM MEMBER READY FOR WORK

As soon as the team member completes all training requirements, they will be immediately endorsed to you to do the live work. Furthermore, to ensure that you get the most out of your outsourcing experience, the team members are required to send you a weekly accomplishment report; while our Client Experience Manager will schedule a regular monthly meeting with you to discuss team member performance progress.

 

 

SUPPORT

YOUR ONGOING ASSISTANCE WITH TOA

  • Dedicated onshore Relationship Managers are available to you at any time to discuss your offshore strategy, business objectives, team growth and support your overall TOA experience.
  • Dedicated offshore Client Experience Mangers. Working closely with your team members they are the ‘on the ground support’ in the Philippines to help manage, train, report and deliver the best outcomes.
  • Training & Development. We can assist in training your employees with new skills and qualifications to constantly improve their output and ability. Find out more by talking to your Client Experience Manager
  • View our Sales Support Team to make contact

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