Accounting firms are facing a talent shortage, making it harder to scale. In our latest Appy Hour session, we sat down with Manoj from FinSmart to explore how outsourcing and remote teams can help firms meet demand while maintaining efficiency.
The Power of Remote Work
Remote work is no longer just an option—it’s essential. Firms can tap into a global talent pool, improve scalability, and cut costs while offering employees better work-life balance. With 75% of CPAs set to retire in the next decade, the need for innovative staffing solutions is greater than ever.
Outsourcing vs. Offshoring
Understanding the difference is key:
- Outsourcing: Delegating specific tasks or projects to external professionals.
- Offshoring: Embedding dedicated remote team members within your firm’s workflow.
FinSmart specializes in smart sourcing, an embedded model ensuring outsourced staff function as an extension of in-house teams.
Tech-Powered Efficiency
Technology enables seamless remote collaboration. Key tools include:
- Practice Management: Canopy, Karbon
- Document Management: Dext, HubDoc
- Communication: Slack, MS Teams
With the right systems in place, firms can efficiently manage remote teams while maintaining productivity.
Getting Started
Start small—test outsourcing with seasonal work or bookkeeping cleanups before scaling up. Smart sourcing helps firms grow without overburdening internal teams.
Watch the Full Session
Missed the live discussion? Catch the full episode on our YouTube channel and join our Appy Hour Lounge Facebook group to continue the conversation.
A big thanks to Manoj and FinSmart for their insights! Learn more about FinSmart at their website.
Until next time—cheers to growth and efficiency!