Tools you need to do outsourcing . . .

1. Cloud accounting

We’re are very passionate about innovation and are constantly looking at ways to be more efficient, which is why we use the online accounting software, Xero, along with other cloud-based tools for management and communication. Xero is the pinnacle of cloud accounting, and a major drawcard of the software is the user-friendly opportunity to set up offshore teams for an accounting firm.

At CBOS, we provide Xero training and certification to all of our offshore staff in the Philippines, and our team’s intimate working knowledge of the software gives them the perfect background to fulfil all of your outsourcing requirements.

2. Training Video programmes

There is a direct correlation between how well you integrate your on- and offshore teams and the success you will achieve with Business Process Outsourcing. We believe a critical factor in building this relationship with remote teams is to provide a strong onboarding training and induction process.

When working with new staff halfway around the world, we find that video is a great way to convey information in a truly personal manner. To provide the best onboarding experience possible and set you up for success, we use our own video induction programmes.

3. Online workflow management

To really get up and running, your new team will need to tick off a number of checklists, work through new procedures, and progress through different workflows. In order to manage workflows for the onboarding of your remote workforce, we use Jetpack Workflowmax to create checklists and procedures and to follow along with their progress.

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