What to Delegate to Offshore Staff (and What You Shouldn't) Webinar

Choose from our webinar only or upgrade to the VIP Experience and get over $1500 worth of add ons for only $100.

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WEBINAR & RECORDING

$97

including GST

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

 

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WEBINAR+ RECORDING + VIP PACKAGE

$197

including GST

WEBINAR PLUS....

 

 *****VIP ADD ONS***** 

 

🎁 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 

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