Accounting As You Know It Has Changed.
The accounting industry is changing, and accounting Partners and Directors are faced with a choice. Either become a “Firm of the Future”, or face a slow but inevitable death.
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Market Force #1:
Price Pressure
Due to advances in cloud accounting technology, clients expect to pay less for compliance and administrative services.
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Market Force #2:
Talent Crisis
Attracting and retaining qualified accountants is hard, and wage costs are high, causing margins to be squeezed on lower-value jobs.
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Market Force #3:
Capacity Crunch
There aren't enough hours in the week to get through the procedural work and still leave enough time for high margin strategic work.
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Market Force #4:
Intense Competition
Your competitors used to be based across town. Now they may be based across the country, or even across the globe.
We're Proud To Have Helped Hundreds Of Firms Overcome Their Capacity Challenges And Hit Their Profitability Growth Goals
What Other Leading Accounting And Bookkeeping Firms Are Saying About The Outsourced Accountant
There are a lot of possibilities and we’re all excited to see how big this can get
It’s been probably two years since we started working with TOA and it’s going great. There’s no complaints with our current team member and her communication is awesome.
We wanted to find somebody that shared our mindset and goals. In particular, we went into this process looking for somebody who could lead the team over there as it develops. We’ve been very clear with our first hire, Jam, that this role might morph more into a leadership position.
We want her to grow with us. There are a lot of possibilities and we’re all excited to see how big this can get. You hear about teams with five, six or seven members – we’d love to do the same. I’m excited to see Jam step up and manage a team like that when it happens.
Chad Heit
Heit CPA & Associates, Newport Beach, USAIf we had 14 spots, we would have hired each and every one of them
Our outsourcing journey started with not being able to find quality temporary tax season help, which made past tax seasons a disaster. We wanted to make things better, so we started to play with the idea of outsourcing.
Our employees know that their jobs aren’t on the line. They see this as a way to move them up so they can be in leadership roles and have extra support from overseas.
TOA had lined up 14 interviews for us. Before the day of the interviews we received all the resumes and the test scores. It was really neat to see the proficiency of knowledge and English. We ended up hiring seven staff in total.
Our president said if we had 14 spots, we would have hired each and every one of them because he just enjoyed all of them so much!
Stephanie Flansburg
Verdant Accounting, Omaha, USAIt’s a huge force multiplier and a competitive advantage for us
We had a lot of difficulty finding qualified accountants in the States. Another CPA friend told us about TOA. Honestly, I don’t think we had thought about it at all as a potential option, but we were very open to it once we heard about it.
We love our TOA team. They’re just like a regular part of our team, just they’re thousands of miles away. We have four staff accountants. They do a full range of work for our clients from bookkeeping, sales tax, business and personal returns, basic tax planning.
It’s economically is a great advantage. It’s a huge force multiplier and a competitive advantage for us. We’ve got a vision for growing our firm’s revenue, but finding qualified CPAs has always been a sticking point… Now we’re able to bring on more clients faster. So that’s a big win for us.
Mark Tuggle
Gheen and Company CPA, Colorado Springs, USATOA gives you more time and more resources to do the things that you actually want to do
TOA has given me more resources within my admin team at the office. The offshore team does not get interrupted the same as the receptionist does back in the office or the same as the other administration person. They don’t get the same phone calls from clients. They don’t get the same interruptions as interactions are done via email or via Skype.
TOA gives you more time and more resources to do the things that you actually want to do. You can then get TOA to do the things that you don’t necessarily want to do.
Debra Houghton
Gilligan Sheppard, Auckland, NZLWe’ve probably doubled in size
We’re very focused on helping our clients grow and improve their business. A lot of what we do is bookkeeping. We believe that if we control the data, we control the client. So if you can get your bookkeeping right, everything that flows on from there becomes simple. We needed to be able to scale up that part of our business. We haven’t been able to find the people that we need over in Australia, and we were able to find them here in the Philippines. So it’s been a great experience.
The role that our offshore team play will become an integral part of the business moving forward. Our business in Australia has gone through a phenomenal period of growth over the last 18 months. We’ve probably doubled in size. The team that we’ve put in TOA has allowed us to do that. As we bring on more and more clients, we’ll put more and more people on, and I expect that our existing team will be able to train them up.
Robert Koch
RWK Accountancy, Bunbury, AUSI’ve had rapid growth of clients and I wouldn’t have been able to achieve that without TOA
Our office is pretty much at capacity now and it was difficult trying to find accountants to come to the suburbs. I looked at a few options before choosing TOA. I liked that they specialized in accounting.
The recruitment team is really accommodating and very, very accessible. We’ve expanded our practice rapidly over the last three years. I now have eight staff in Australia and I have three staff in the Philippines. I’ve had rapid growth of clients and I wouldn’t have been able to achieve that without TOA.
Bernie Gore
Care Accounting, Sydney, AUSWhat Roles Are Available? These And More:
We have over 2034+ staff members who are working with more than 550+ accounting and bookkeeping firms on a vast array of tasks. These include:
Accountant
Connect with skilled accounting professionals with deep experience across all facets of accounting practices.
Bookkeeper
Tap into a pool of bookkeeping experts to help clients make better operating, investing and financing decisions.
SMSF Accountant
Provide a more holistic service by helping clients manage the compliance and paperwork associated with their SMSF.
Corporate Secretary
Implement and oversee efficient administration. And ensure compliance with statutory and regulatory requirements.
Client Service Assistant
Build stronger relationships with your client base. Improve communications and better understand their needs.
Administration
Outsource tedious admin tasks like data entry, CRM maintenance, reporting and ad hoc activities.
Executive Assistant
Maximise your time and optimise your schedule with a dedicated EA to manage your inbox and appointments.
Financial Planning Assistant
Provide extra support in the development and delivery of financial plans and analysis for clients.
Marketing Coordinator
Scale and optimise your online and offline marketing mix, including EDMs, advertising, design and social media.
Paraplanner
Support your financial advisory team in the behind-the-scenes production of financial plans and analyses.
Mortgage Broking Assistant
Let your brokers focus on their highest value tasks with a broking assistant supporting them through the lending process.
Data Analytics
Convert data into meaningful insights that transcend compliance work and create real value for clients.
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