Empower Your Accounting Business with the Best Sales Funnel for Accountants in India

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one all right well hey everybody rob satchram here feedback wrench I am here with Ankita from accredit.com and we are going to talk to accountants bookkeepers tax professionals based out of the us and we're going to talk about Outsourcing or offshoring solutions for your uh financials for your bookkeeping for your accounting to Indian based Chartered Accountants and uh so the main problem that people are facing right now if you're doing this outsourced accounting model is that oftentimes it's really difficult to find us-based Talent right and we know right now that unemployment for accountants is extremely low right there are very few accountants for how much demand there is there's a ton of um just hiring anybody in any industry is incredibly difficult right now so if you're a small bookkeeping firm accounting firm tax firm by golly we do websites and accounting to help you actually close hire retainer businesses I got a little course that teaches how to sell value um and then we will set up advertising for you so if you compare us we set up just really nice websites in my opinion which I think everybody kind of thinks that so we're going to jump back and forth between a couple of screens here but Ankita and I have been able to get to know each other over the last probably eight to nine months it's been really fun to get to know her um and why don't you just tell us a little bit about yourself um how long you been doing accounting where are you based out of and uh just so you know there's going to be an Indian crowd here too if you're an indian-based accountant I think you're going to learn a lot here but if you're a us-based small CPA firm accountant bookkeeping firm and you want to maximize your profitability scale a more profitable business and be able to actually wake up to pristine books done for your client we're going to talk about six problems that indian-based offshoring companies face we're going to talk about how to get over those and then we're also going to unbox just a little bit of tip for at the end for Indian basic accountants to make sure that they can attract more us-based accountants to Offshore to them but also I'm going to talk a little bit about how could you get your own clients but if you like the idea of actually working with somebody I would love it if you would just go to a critic.com so it's a c c r i t i c.com so there's their logo they do a fine job they do a fantastic job now I gotta admit like there's a lot of trust that's been built over the last again six to eight months and these guys just do a fantastic job so why don't you just tell us about yourself a little bit here and uh fill us in on uh on Who We Are [Music] as a CPA from India and I am in this profession from past four to five years um doing accounting and bookkeeping worked in a big hole companies doing a lot of audit work and accounting work and started advisory work from India we are a team of about 10 people from India providing these kind of Service rules and also also we just love what we do and we just have a vision that why not group businesses in U.S by Outsourcing it to us because the Dirty Little Secret for so I'm going to talk to two groups of people we're going to talk to the fellow Indian accountants but we're also going to talk to CPA's bookkeepers small business firms again I'm just gonna real quick we're feedback wrench.com she's a critic.com and uh man you guys have a passion for doing this well one thing that a lot of folks don't understand is um we kind of make the joke and it may sound a little whatever in America that a lot of the development Community a lot of the accounting Community um is is Indian based and it's because folks don't understand that a chartered accountant in India is absolutely the equivalent of a CPA here in the United States and uh one thing that I've come to learn over the last couple of years is that part of why Indian um Talent is really thriving here in the U.S is because um for good or bad there they have learned the U.S Lang or the English probably better than most Americans and uh while they're there can be dialect difficulties in communication sometimes um what's fantastic is that Indian based and that's a diverse group when I say Indian based there's 330 000 people in the United States there's a billion people in India when I say Andy respectfully I know that there's a an array of uh of groups there but just generally speaking we know that you guys have Mastery of the English language um and you guys are really great um at almost every profession but there are some disconnects between the us-based economies and the indian-based economies um so we've been having a lot of conversations with that now what's cool about a critic.com um and again it's a c c r i t i c I'm just gonna keep plugging her because my hope is that a handful of you guys if you want to offsource unabashedly I want you to call them book a consultation they're really flexible obviously offshoring you've got time changes and and whatnot but they've been really accommodating and what's beautiful for your firm is that you can wake up and have your your books done and now there's no financial gain in this for me I want to help entrepreneurs like I'm not like squeezing some money she didn't pay me for anything she has hustled her butt off to stay in front of me and help me understand how I can trust her um I got to see her credentials and their credentials she has a business partner need to um whose techno apology got a little shaky at the last minute I think your technology is fine but um it's probably just my tool here but um now now how did you and need to get connected together because you guys have done this for like KPMG you've done this for Big Four firms and that's what a lot of people don't understand that the big firms are utilizing Indian talent for accounting because dog got it you're excellent and there's capacity and and and the US Dollars strong like our dollar can buy a lot over there but why don't you fill me in and how did you guys get your business rolling together how did you guys meet each other um and just give us some backstory here while I drink some coffee that's great and it's been fun to see um I don't have them here but photos of your families and to see what's going on um but a little bit so we're I'm going to walk through a little bit about what I've been talking with um Ankara here and need to about what I see it are some barriers to get through um and these barriers are really meant to just help equip both sides of this equation so if you're a CPA if you're a local us-based accountant here I want to talk about some truths that exist if you choose to Offshore um first of all there's a lot of reasons to mistrust to be suspect I want to talk a little bit about that there's also the realities of hiring anybody let alone somebody who speaks another language and is you know offset an exact other side of the world your time is a little bit different um and so what I want to do is I want to talk about some of the barriers that exist so that people can work through it because these are the barriers that we've talked about that aren't going to need to are committed to getting through these barriers because we understand that um really the key to all of the this is that you need to be able to trust that onboarding new clients gets done well because onboarding is incredibly difficult and uh for CPAs and accountants right if you are an accountant and you finally get a new customer um it's incredibly difficult to onboard that customer right and if you remember all of this is going to be based a little bit and and just you can check out my course go to feedbackreads.com go to accountants I have a course there's 500 bucks excellent coaching about what does it actually take to grow this accounting firm and it's sales coaching it's value proposition coaching this is not it like I'm just it's here to help you and if you ever do a website with us we just give it to you but I I want to talk a little bit about um some of the coaching that we've been doing with Ankara and need to because I coach accountants to do a business model um where really what they do is they serve as an outsourced accountant okay and so I'm gonna hop a little bit here I don't mean to talk too much but I'm going to move really swiftly but the key here is that Ankita need to have they have formulated their service package to support the outsourced accountant model they have been deciding how do we help make um any accounting firm that's doing this outsourced accounting firm to be much more profitable much more scalable and the fact of the matter is is that we know that after you start to get great clients adding staff and improving your productivity improving improving your efficiencies are the two most important value drivers for your business like it's not price it's not necessarily just selling higher amounts either it is can you bring together complementary giftings can you you equip other people to work that OPM other people's money it's also other people's time right when we can do that all of a sudden one person plus one person equals eight it's not one plus one equals two it's not normal accounting right we know and I believe in and I've seen it and I've experienced and great leadership understands this that there's a multiplicative effect on people when they start to build teams around them so they have looked at this business model of that I call the outsourced accountant model and so there's kind of a pricing structure so I'm going to hop around a little bit here um so um Ankara interrupt us we do have a hard stop here that we're going to go to I want this to be super valuable right so some of this is rehashed real quick I'm going to move very quickly you know I always talk to people that there's a small medium large pricing scale and for the most part I find that when you do what I tell you to do we it says kind of selfish if you just do everything the way I say all of a sudden you're gonna have success but there's some Nuance here but here's the bottom line um there's a pricing structure and that pricing structure is usually you're going to have you know small solopreneurs that are 200 to 700 a month to 200 to 750 a month and the idea is that you'd be their outsourced to count and do their bookkeeping taxes payroll all of that then you're going to have bigger businesses or mid-sized businesses that's going to be like 500 to 1500 or 750 to 2500 and then you'll have larger businesses now when you do the math on some of this to sell this value I want you to remember in my model there's three core value propositions is number one you're going to help the business owner as a CPA and accountant you're going to help that business owner gain time and efficiency so that they can be more productive you're going to serve as an outsourced staff person our goal is to make sure that they don't have to hire Patty part-timer that person that might come in one day a week and like do things for eight hours that's what we're trying to replace because as soon as we do that um what you're going to find is that you know you do this simple math on that if you had eight hours of that a week which is very regular for a business owner if they have somebody Petty part-timer comes in once a week she spends eight hours she's probably gonna get paid about you know thirty dollars an hour at minimum here in the US I mean McDonald's is legitimately paying you know 16 to 25 an hour depending on what you're doing so you're competing against some really strong um situations here so again that's going to translate to 240 a week and if you can replace that person you're going to be up against 960 a month you're an alternative to 960 a month and not only that but if you think about it when you are doing that when you're doing their bookkeeping accounting and maybe some of their AR and AP what what's happening is is they don't have to waste time and you're doing it right because if we're Frank about it folks you know that that person does their bookkeeping and accounting and then you have to come and do journal entries to fix everything because they're nonsense um usually they mean well but they create a bigger mess than what they actually solve so you're going to do do it right the first time and when you're Frank about that that is a compounding value thing right so when you can do it right the first time they don't spend the time in the first place you don't have to come in and fix on it when you don't have to come in and fix it you can focus on tax reduction planning when you can focus on tax deduction planning now they're getting real qualitative advice you can be a CFO you can help them see their kpis you can actually get creative and spend time in their case rather than just fixing journal entries and what's beautiful is a Critic and Ankara here have put together a package to support this in bookkeeping and accounting financial reporting and even utilizing some tools that they're getting to know like tax Dome or canopy so that you guys can have a centralized communication tool and everything I have a link for tax Dome little affiliate link if you click it and get signed up for a free trial also ADP has some sweet offerings if you're looking for um just connect with me in my in the link in this video or go to our website feedbackrange.com so again we're we're going to help them gain time and efficiency which is the number one thing but that takes Vision that's not an easy value prop number two we're going to create pristine financials and number three we're going to help them lower their taxes well what that value proposition is really based on well um that value proposition to this business owner is really based on these three those are just another way to say it but number one they want to mitigate their taxes and build tax efficient wealth number two they want to Inc or you need to save them time you need to save them labor you need to build efficiencies in productivity and become a staff replacement really serve as a CFO that's the second big value proposition in order to sell High retainer business the third one is that you're going to bring you're going to help them stay compliant you're going to bring peace of mind risk mitigation and IRS protection when you can do that when you stack those three values together what you're going to find is it's much easier for you to create a situation where people might pay you um you know 500 600 800 a month usually what I found and this is what I actually built that Nuance Financial my old tax firm is that we would have different levels of clientele five hundred seven fifty one thousand fifteen hundred or twenty five hundred dollars a month and if you think about what that equates for an annual um Revenue that's that's compelling right so if you land a 1500 a month client that's eighteen thousand dollars a year and as we move into like what does that look like let's just imagine you got a twelve hundred dollar a month client that's fourteen thousand four hundred dollars a year that's a good client well now if we're Frank about it they don't leave right away so in year one you make fourteen four year two that's twenty eight thousand year three that's forty three thousand you're four that's fifty Seven you get it right most people won't leave you unless you screw it up and what's beautiful is that a Critic and Ankara allow you to fulfill and stay on top of things in a very price efficient manner and they have built a pricing that allows you to absolutely scale they have access to so need to and Ankara are they are absolutely engaged in making sure um your books are fantastic that your financials are done right um you know if you were to just summarize real quick Ankita what um and I'll just kind of plant the seed because I know I'm just surprising you with a question here what you know when it comes through like real simply what are the three or four things that you really um help these accountants with uh in in terms of making of doing like what do you actually do for them um as you get going okay uh so first thing is we provide quality work and at the lower prices uh the price is also a plus Factor here uh secondly books should be timely ready and so that we can prepare the reports and we can be on top of it so secondly the reports are on available timely third the difference of timing that also is very uh beneficial for us and as well as for you guys so when you're sleeping here we are working so there is someone or the other who is on your books working for you [Music] how can we increase more profits and lower the cost yeah so and I love that so plus you guys are Chartered Accountants like just you know folks um I I talk to scores of accountants every week and some of you are like your side hustle bookkeepers and you've been doing this and by golly um you know how to do bookkeeping but you might not necessarily be like CPA caliber financial report type of person you you've learned enough maybe in your courses or whatever it is and there's no denigration to to what you're bringing to the table I think you're fantastic but these folks these folks know their stuff um they're doing this for KPMG they're doing this for the big four and that's not like an official like statement don't call me KPMG but these folks have been working for the big four accounting firms bringing High Caliber financial statements financial reporting and bookkeeping and when we were walking through and we'll do some other videos about this but there's a sweet package that you guys have kind of put together to make sure that you're not only doing their books accurately you're doing their books but there's a great onboarding process and that's what I do want to dive in here about what I know are some of the the problems but I do want to frame up what I know to be valuables because um so so basically you guys will do everything you don't do the tax preparation but you can help them with some of the process about asking clients in a way you almost serve as like a virtual accountant to help their processes again I think leveraging a tax Dome or a canopy software um some sort of Erp built for an accounting firm is really going to help with that you know they can go through and make sure that everything's all set up and they will learn with you but uh I do want to talk about some of the difficulties and for those of you that are indian-based accountants I want you to know some of the tensions that are at play because my hope and I genuinely mean this guys there is huge opportunity entrepreneurship is is such an opportunity here in the United States accountants don't need to be working for these gigantic firms with huge overhead that are archaic in what they do you can build lean super valuable effective businesses that aren't just good for you but that actually bring better solutions to small businesses and I think in the small business realm right now is where all the opportunity is um if you look at what's happening and it's a little bit tied to the tech Market small businesses are starting to thrive in a way that they they used to in the past but now it's really happening and they need accountants they need people to protect them against the IRS they need to be able to scale along the population growth that we see and I'm sure um that's a whole other subject but um the idea here I just want to hit on this is that you can attract these types of clients but you have to position value so the only way you can get clients like this here in the U s is you have to do something that Most accountants are not very good at you have to do proactive prospecting to get enough people into your your sales process which the sales process I recommend is that you you call people you run marketing you have funnels you do everything possible to confront as many people and you actually are going to have to confront about 20 000 people with the idea of having a meeting with you then once you confront them you're going to have an actual connect meeting with them that's usually a book meeting and then from there you're going to do an analysis and then after you do the analysis of finding out what their taxes and their bookkeeping looks like you're going to do a proposal about what it would cost and before you ever show The Proposal you want to show them the identified tax savings you find you don't need to give them the exact tax plan but you want to talk a little bit about what you found in the S Corp what you found at hiring your kids or whatever that is the top level stuff then you want to go into the value of a staff alternative you have to hit on if you hire Patty part-timer it's going to cost you this third you want to show them everything they get and this is kind of the transition I want to make because this is going to translate position in accountants I'm teaching how to do this you're learning how to position this in front of business owners who don't give a hoot it's they just want lower my taxes do my taxes do my books and help me scale my business that's all they want um so what's hard is like you have to keep it simple because they don't they don't care they just wanna they want that monkey off their back and thrown on yours to handle and then you want to do that with a team that's competent that actually builds efficiencies and that's what's cool about what Anka is doing here is that a critic.com uh they don't make your life harder because sometimes when you Outsource you get virtual assistants you you and you guys aren't virtual assistants you're Chartered Accountants a lot of times when you do that if you don't invest on onboarding correctly understanding the business model well you can't actually make life easier if all if I have somebody who's gonna I'm gonna Outsource to and I have to tell them everything to do it's worthless now it's just a duplication of time that's not what we're doing but onboarding is important so here's where again again the outsourced accounting model is based on you are going to do these things and when we build websites we always bring them to this and it's because once we start talking if we show the taxes we show the value of the staff alternative we show them everything they get then the pricing is much easier because by the time you're done here looking at everything they're going to get it's pretty good so we're just going to go through this we've got a couple about 10 more minutes here on this video guys so number one they're going to clean up their books and establish a perfect chart of accounts and ensure that they're set up properly number two they're going to provide an in-depth analysis of the taxes and financial situation and accounting system that's about doing like a a snapshot of where they are financially and just kind of assess the overall Situation Number Three you're going to create a comprehensive tax reduction plan of the current year in the future year you're going to create a tax plan number four you're going to provide excellent bookkeeping throughout the month um oh tied to this tax plan one you're going to do the tax plan and you're going to implement the tax plan like once they sign up um you're going to do bookkeeping every month you're going to do it right you're going to do it ahead of time you're you're going to be prompt then you're going to set up the best payroll for their solution whatever that looks like again ADP connect with us we have an offer for you for ADP and then you will either run the payroll for you or just help you and your staff do it but you'll help onboard new clients you'll help them with their 1099s or W2s or w9s all of those annoying pieces of paperwork as an accountant you'll help that business owner with it then you're going to pay in their taxes throughout the year ing to the tax plan which eliminates um year-end surprises so that you never overpay or build up a huge tax bill or get a big tax return and give the IRS a free loan um we're going to provide monthly or quarterly reports and management dashboards for key performance indicators we'll meet before the year end to make the big tax mitigation decisions around Investments and purchases should you buy a new excavator before you're in quarter four is fun for us to do B2B stuff we're just bringing in the rain and so are my accountants and so is every sales person that calls on businesses so you're going to help them make those decisions before the year end then you're going to close up the books at the end of the year perform high levels you you're in reporting then you're going to make the tax season a breeze do their taxes and help them build tax efficient wealth so the reason why I'm bringing that up is Ankara and a Critic have built a service model that helps you do a whole bunch of that now to be fair every state has a little bit different tax situation and whatnot but um that's what they've done and I'm really impressed with what I've seen the clients that they have so far based in the US are having an outstanding time and now I just want to talk a little bit about the barriers but Ankara is there anything that you'd bring up there I'm drinking coffee it's morning time here for me I'm going a million miles an hour but what pops up in your head as I frame all that up and how you support that um the way you're putting it up and doing it it's amazing and it's like I do it every day all day no matter so let's go that works so that that's the other thing there's a humility in Ankara um High Caliber Chartered Accountants um need to is sharp too and unfortunately knee two's and I are here because um she got punked with her technology at the last minute so um and I kind of had to wait for my my monster kids I have four kids they're great I love them so much 11 to 4 years old and uh in the mornings it sounds like a stampede of Buffalo are coming through my house so um I kind of had to wait till that was done before we did this meeting but here's I'm going to talk about a couple of barriers and a couple of tips for other Indian based accountants and this is based off of what Ankara is actually doing she's working through these barriers so you can rest assured that you're gonna have somebody committed to this and it's a process folks anytime you hire an employee it's a process you have to get them onboarded each one of you accountants I know this to be true each one of you do tax returns different each one of you actually do accounting quite differently from each other in fact when I used to be selling and just like dominating my competitors down here we would get tax returns and we're like how is it possible to have this much diversity in books and in taxes you know we close 150 clients by the time I was done and left Nuance Financial but I had done analysis on about 400 different people like actually ran ran the up front and not everybody closes and you're diverse so it's a process no matter what as much as the language of accounting is universal which is what we rely on math as math facts are our friends and we want to make sure that we align all of their financials to that there's a lot of diversity but they are committed to getting through these barriers that I want to hit on and I don't have cool sides for this this is more we've been thinking so I'm going to dive in a little bit um so I'm just going to be frank about this uh and there is a little bit of story so here in my new neighborhood that I live um here in the Twin Cities I have a wonderful community of Indian immigrants they work for a lot of the corporations around here highly capable amazing family people that I absolutely genuinely love um and I have a lot of uh I have Pakistani neighbors I have um Indian neighbors I have all sorts of fun diversity and as I've gotten to know their families and gotten to know their different holidays and everything um there is just a frankness that I've even learned from my neighbors that they have to deal with when they're working within their businesses here and the first one is is that there is a difference in language in terms of um like the there's some communication barriers right so um and tied to that are some other things but like it I know that Indians often write perfect English but if you were to talk to a Minnesotan versus somebody from um Alabama y'all we sound and speak very differently as does every region I've learned that so much so that a billion people in India actually speak different languages like we're all in the same language barrier um here um but one of the the little things that happen is that our sentence structure the way we generally speak is quite informal if you were to write down the way we speak it's quite poor and uh and also um there's a little bit of connection between British English versus us-based English some of the systems are are a little bit different um so there's a little difference in in structures of sentences and I'm just hopping off of my list that I made over here but um the other challenge is that the dialect is different so when you're working with an indian-based accountant any accountants you have to work very hard to make sure that you speak in in a Cadence that's often slowed down and and just elongate your words sometimes when a Minnesotan will say Minnesota we say it quite long like hilariously long right it sounds like comical even to other people in the U.S and somehow an Indian will say it like it's like Minnesotan and it goes short and quick and it's no shot but this is an honest assessment if if you want to work with Americans you need to know that communication it it it really is a difficult thing sometimes and the key is you can't get frustrated both parties have to make sure that you're committed to making it work be honest if you didn't catch it now the other thing working against this is in the 90s what happened was a lot of our direct to Consumer companies like in cable television and in the Telecommunications realm started to Outsource to India India very early and Indians were capable but there was a disconnect between the U.S based customer base and the communication style and and I don't think that corporations knew how important it was so there was a cynicism that got instilled into Americans as soon as they find out that they're working with somebody who's overseas oh you're from India you outsourced the Indian it's no shot at anyone that finds that to be difficult because it certainly is it's hard for my grandmother if my grandmother were visiting with somebody who who requires more calories to listen to it's over it ain't happening she's a great woman but it's not happening right and so what has happened over the years is there's a little bit of cynicism but I've watched documentaries and learned how indian-based Talent have gone in and worked really hard on that but you have to be frank about that we need to be very intentional about both parties being patient both parties were working on bringing Clarity to communication understand that dialect and even just frequency of your dialect um can be difficult but so number one that's the first major barriers just the communication barrier you have to work at it and um for all of you Indian accountants out there and I just want you to know it is really hard for us to understand what you're saying sometimes and that's fine you you the more you work on that and the more you spread out your words and keep your Cadence and and it's hard hats off to you like it's almost not fair that we put that burden on you guys but that you come here and take our strong dollar there's opportunity for you right but I just want to be frank about this number one is the communication barrier is hard number two there are trust barriers right so we need to trust that you're not fraudulent that you're not a bad player and that you'll deliver on time good results and that the negative trade-offs of onboarding you and working with you will never outweigh the positive benefits of offshoring to you like if if we choose to work with you if you're going to come in and help an accountant and this is what Ankara has absolutely been committed to working through with our current clients and it's not been a problem is that getting over these trust barriers but you need to know that these trust barriers exist so we need to understand that you're not a fraud we need to understand that you deliver excellent outcomes like how do we know your accounting is any good you can't it's not a matter of telling us you have to show that you're credible and I want to talk a little bit about that you need to show that you're easy to work with like you can't like there needs to be excellent customer service you can't just be eager to cheaply Outsource everything to us you need to actually like be great to work with another thing is is there recourse if things go poorly like one of the things that happens is like okay so I send you money what happens if you just run away with it I just had the same conversation with someone here in the U.S if we can't establish that you're a credible business we can't find licenses we can't validate good real like that you're real um there's a whole industry of fraud out there in fact that's probably the biggest problem when it comes to trust is that I'm on hundreds of websites and I see every morning we wake up and we get called all day by indian-based Talent um or even there's overseas um people trying to work hard and get clients but there's a lot of folks out there trying to manipulate and and and just mess with you so we're always wondering is is there recourse and there is recourse I've come to find out that there are things that you can do another question is are you reliable how do we know that you're reliable sure you can do accounting but can you do it consistently over time because we're about to stake our reputation with our clients on your ability to do this right that's the big deal if I'm going to Outsource to you are you going to operate in such a manner that my reputation can be staked upon the outcomes of that work that's a big thing so um that that's kind of the second major barrier is the trust barrier we need to get through those trust barriers and there's things that that do that a couple other things that wreck wreck trust okay so I'm just going to kind of hit on a couple of these so number one is that UNS all unsolicited communication is met with suspicion okay if you just call us and you want to say I I admire the Hustle but if I can't find a trace of you and we've tried to work with this on their website at accredit.com to make sure that we show how how real you are that's an important thing because any unsolicited messages especially from a foreign country I mean it it's we're so suspicious of it um we also have fraudulent activity so even our corporations and Technology will shut you down if you try and do it um we have no recourse if the agreement falls through that's a problem Americans are are aware of Fraud and corruption in foreign countries that's another thing we get it we've watched documentaries on it we've seen it we've heard suspicions of it it's been in the news we know that that corruption and fraud is rot in in nationally here in the US we have corruption as well but it's totally it's not anywhere near the levels that we see internationally and that's no shot at International people it's just a fact of the matter um the other problem is we ignore you because we just get bombarded business owners get bombarded by Outreach I admire the hustle I admire the calling when you guys call and reach out and try to build businesses I admire that one of the things that Ankara did is she persisted gently and was easy to deal with and never got in you know entitled or rude or anything like that and it was just a fantastic interaction throughout the whole thing and then there's just there's a mistrust of anything that's unsolicited so again if we were to recap we stake our reputation on you um onboarding offshore can be difficult that's the next thing sorry I'm kind of hopping around there but um if we're gonna onboard a new accounting offshore Solution that's a lot of time that's a lot of effort and what I know nitu and Ankara are committed to and and if you want to be a great Indian offshore solution for a us-based accounting firm you have got to work really hard and doing homework and doing training to make sure that onboarding is smooth understand the processes I think you should lean into a tax Dome or a canopy again there's a link um and I make like a hundred bucks if you buy it um but using an Erp so that you have this standardized communication you have safe communication it's all from one point can they like help send reminders like that all of that onboarding to for an accountant to come to you and show you their systems and have you become part of it if they have to undo that that's a lot of wasted time and it's very difficult if they have to micromanage much of what you're doing that's terribly unhelpful okay micromanagement is makes Outsourcing and using virtual assistants or outsourced accountants or anybody even if you have to micromanage as an employee that's sitting right next to you is pointless if we have to monitor everything and tell you what to do that stinks you need somebody who knows how to act that lives by values and this is where like anybody I interact with they're trustworthy competent enjoyable and rigorous trustworthy competent enjoyable and rigorous and I could give you speeches on that but as I've been talking to Ankara nitu there are certainly these types of people that have that their their fun they interact with they they take their work serious but they're not too serious about themselves they they work really hard at the onboarding process to serve you they have a servant's heart which I think is great because what that does is it makes it easy to do business but that whole if you have to micromanage an outsourced accountant by golly it's not helpful no one's going to want to sign up with you if you're in any based accountant trying to do that client communication and the process is critical okay with your client communication using a tool so that they can actually help you remind your clients and do all that tax Dome has a sweet system for that but that's critical so as an outsource-based accountant I would go learn tax Dome I would go learn canopy those are two erps that are great for that so that you can help with communication and help with process as much as you can actually onboard that now you guys are great you have your own tools as well you have spreadsheets and you have some great tools but the more that you guys can bring that to to bear on the whole thing the better so um you need to show your credentials so this one's out to other indian-based accountants we need to see you we want to know your credentials we want to see actual Google reviews we want to see you listed on all of the different listings that are out there you have to show up in a huge way it's the same coaching that I give to a local business owner here you have to show up you have to have a Facebook page an Instagram page a YouTube channel you'll want to get a LinkedIn business page you want to get those filed you want a real address you want to show pictures of you and your team you want to get actual reviews and testimonials from your current clients you need to operate in such a manner that they're willing to do that if we cannot find out that you're a credible solution we don't want to do business with you right and what's beautiful and even that you know that's part of why I waited so long to have Ankara on here is because I just wanted to find out is she credible and from what I can tell I mean I haven't been over there to do stuff but from everything that I've operated with nitu and Anka there absolutely um there so uh how can recourse be pursued if there's fraud that's another one you got to make sure that you just figure out what actually happens um and last this is what we got to talk about does your offering match what the accountant is matching so again A lot of times I'm coaching people to do this outsourced accounting model what's been really cool is Ankara and uh need to have worked to craft their service model to be a small portion of the monthly billing depending on the scaling so that there's alignment there alignment for them and alignment for you and Alignment to the client so that the expectation to the client is identical to what your firm is going to be on the hook for which is identical to what um Nieto and Ankara are actually going to deploy in the system um so we're gonna we're gonna stop here uh we we've had a lot again go to a critic.com um here's a couple little tips again I want you to use real domains when you're building if you're an outsourced if you're supporting accountants and you're offshore in your Indian base or anywhere offshore you need to use a real domain you have to actually have that going you need to have an authentic website don't try and be bigger than who you are don't act like your big go watch Gary vinerchek he talks about this don't it till you make it be you be exactly who you are there needs to be continuity between how you present yourself and who you absolutely are and then how you operate in the the more you can bridge the gap between that the more authentic trustworth and credible you are make sure that you have simple branding a clear logo color continuity that's important right you have to make sure that you you look decent but we all know folks just go out and grab WordPress templates turn it on they never change the images they like we get it websites aren't hard communication on websites is hard but we need to show that you're credible we want to have great branding um it should be a simple business name that's clear and unique and then you need to make sure you have citations you got to open a Google my business you need to show that you are who you are Ankara thank you so much I know I didn't I talked a lot there but it was really more of like uh we want people to to reach out and connect with you um anything that you'd add as we end here if I want more people to reach out to you because I believe in your business I've seen how you act I I've seen the actual um professionalism you guys bring I know what you're doing to help accountants and I know that the need is dire we need you but um any last thoughts that pop up in your mind or or things that you would bring up and add to the vast amount of words big fours are Outsourcing the work to India then why not small firms yeah that's my message boom I love it like And subscribe check out a critic.com check out tax domain in the descriptions God bless good luck everybody um that was an absolute pleasure and uh check out a critic.com I just want to make sure that I show that again so it's a Critic a c c r i t i c a c c r t i c.com