Friday 15th August, 2025

12pm - 1pm AEST

1 x CPD point

Hiring offshore is easy. Managing them well - that’s where most firms stumble.

This practical session dives deep into what tasks actually work offshore, which ones don't, and how to structure roles that build trust, consistency, and results across your team.

Whether you’ve got one offshore bookkeeper or a whole remote team, this session will help you:

✅ Know exactly what tasks to delegate (and how to document them)

✅ Identify high-risk responsibilities that should stay onshore

✅ Spot the red flags that cause confusion or rework

✅ Structure job roles that actually align with your workflow tools (XPM, Karbon, FYI etc.)

✅ Improve communication loops that reduce handholding

✅ Train your onshore team to trust and collaborate with offshore staff

💡 Plus, you'll get real examples from Australian firms who've scaled well using offshore support.

This is not a “pros and cons” chat. This is your operational game plan.

👥 Perfect for:

• Accountants and bookkeepers managing virtual or offshore staff
• Practice managers struggling to scale
• Firms considering offshoring but unsure how to start

🎁 VIP Offer: Offshoring Task Delegation Master Pack (Valued at $1,500) 

Included with VIP Upgrade: 

📝 1. Job Description Templates (Editable) 

Bookkeeper 

Admin Assistant 

Client Services Coordinator 

BAS/Data Entry Support 

✅ Includes: role purpose, KPIs, tools used, reporting lines 

🎤 2. Interview Question Bank 

Role-specific and scenario-based questions 

Cultural fit & communication-focused prompts  

Red flag detection tips 

✅ Perfect for remote interviews or delegating to a recruiter 

🏛️ 3. Team & Practice Culture Guide 

“How we work” document for offshore onboarding 

Expectations around communication, ownership & initiative 

Do’s and Don’ts list for hybrid/remote teamwork 

✅ Helps offshore team members feel connected and aligned 

⚙️ 4. Systems & Processes Bundle 

SOP template for recurring tasks (bank recs, reports, onboarding) 

Task brief sheet (for assigning work clearly in XPM/Karbon/etc.) 

Internal QA checklist for task review 

✅ Keeps work consistent and reduces rework or micromanagement 

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.