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Newbie & Employee of the Year Awards 2018

For the first time in The Back Room’s history, we have chosen two of our most notable staff as our Newbie and Employee of the Year for 2018, awarded last 19 December 2018 as part of our Year End Party. After an intensive series of deliberations with a long list of potential awardees, backed up with a perfect balance of performance, client satisfaction, attendance records and an exhausting exchange of opinions of various people in TBR, two names have surfaced on solid ground....

December 29, 2018

Delivering travel and work experience - the Sorted way

By Eunice Rico with assistance from Yvonne Candelaria and Miguel Serrano A four-leaf clover it must be for the career-driven individuals who get the opportunity to “travel to work and work to travel”. Eunice Rico, intermediate accountant, found it with us here at The Back Room, Clark headquarters in the Philippines....

December 10, 2018

Xero interface changes November 2018

A lot of things will change in the Xero interface before November 2018 ends so we’ve put together this handy video showing some of the significant updates....

November 27, 2018

TBR assists with changeover to Xero Practice Manager

When the team at accounting firm Australian Taxation Advisers in Brisbane was making the switch to Xero Practice Manager, they were pointed in the direction of The Back Room by a friend of a friend to help with the changeover. Wayne, Margaret and our team here at The Back Room were able to set up and manage ATA’s transition to XPM with very little inconvenience to our client. In addition to the management of the transfer of data and setting up of systems, Margaret also provided instructional v...

November 13, 2018

Bookkeeping and accounts drafting on the training agenda

You may have noticed that we talk a lot about our staff training and on-boarding. That’s because we believe that on-going employee education is one of the key ingredients in successful outsourcing.  In fact, there isn’t a week that goes by that our off-shore team members, be they accountants, bookkeepers or admin staff, aren’t involved in educational activities. On a recent visit to the Philippines office in Clark, director Scott Findlay took the opportunity to provide extra training ...

October 25, 2018

Explosive trip to Xerocon & Middle Earth!

Our Philippines-based offshore accounting staff tell us that doors opened for them when they started working at The Back Room, no pun intended!  (You can read some of our staff stories here.) Perhaps none more so than one particular young accountant in our team, John Matias. John started working at The Back Room in April. His client is the New Zealand tech-savvy accounting firm, Invisible Office Chartered Accountants (IOCA). Not only was John thrilled to be working for such a modern, dynami...

October 17, 2018

Keeping our team a step ahead!

The Philippines is well known for its high calibre, well-trained professional workforce. Part of the reason for this is the government’s requirement for professionals to continue their learning after their qualifications are attained.Continuing Professional Development (CPD) programs help ensure that Filipinos in regulated professions maintain their competence and become more competitive in the international labour market. A very smart way to gain competitive advantage!...

September 25, 2018

Work-life balance and mutual respect core values for successful BPOs

At the Back Room we pride ourselves on the high calibre of our BPO (business process outsourcing) staff. This starts with recruiting high quality graduate and experienced accountants and bookkeepers. We then focus on creating a vibrant team culture, maintaining good work-life balance and providing comprehensive staff training and development programs. With the focus firmly on our off-shore staff, we talked to some of our Philippines team members about what it’s like working at The Back Room Ph...

September 19, 2018

Onboard, upskill, onwards!

If you are an accounting firm manager or owner considering outsourcing staff, you may be curious as to what outsourcing looks like in real life. For example, how the off-shore team operates on a daily basis; how they are trained; and how they deal with the issues that arise. To give you more insight to these questions, we sat down with one of our senior off-shore staff members, Miguel Serrano. Miguel started at The Back Room as an accountant for New Zealand-based Findlay & Co Accountants&nb...

August 22, 2018

Training programmes enhance learning for outsourced staff

When we set up our first outsourced accounting team seven years ago, we recognised that finding competent, skilled and qualified accountants was just the start of the process. We quickly learned that a structured approach to on-boarding, as well as ongoing training and education of our off-shore staff, were going to be key components in ensuring the success of our geographically dispersed team....

July 6, 2018

On-boarding process key factor in successful outsourcing

Many accounting firms want to set up an offshore accounting team but don't know how to approach it, or what outcomes they could get from their team. We believe that successful outsourcing involves a structured approach to the staff and client on-boarding process to integrate the on- and off-shore teams. Since The Back Room directors, Wayne & Scott, set up an off-shore team for their successful accounting firm, Findlay & Co, seven years ago, we’ve learnt a great deal. We’ve come to understand...

June 18, 2018

The Voice Of The Revolution: Podcast and Highlights

Wayne Findlay of Findlay & Co Chartered Accountants in Wanaka and Queenstown, recently headed to Sydney for the Accounting Business Expo where he caught up with Mel Power from The Voice of the Revolution Podcast. On air Wayne and Mel talked about Findlay & Co’s Xero Marketing Innovation Award, why his firm ventured into outsourcing, how outsourcing works day-to-day and “first step” tips if you’re considering implementing this business model....

April 13, 2018

Resourcing for Growth: Webinar Video and Highlights

Wayne Findlay and his team at Findlay & Co Chartered Accountants in Wanaka and Queenstown have been using outsourced professional staff for the last 4-5 years. They have set up a remote accounting team in the Philippines to supplement their New Zealand team of accountants. They then moved into outsourcing staff for other accounting firms, setting up The Back Room Outsourced Professionals 2 years ago. Watch Wayne’s webinar, Resourcing for Growth, in association with Spotlight Reporting, wh...

March 12, 2018

Free Webinar: Resourcing for Growth

An interview with Wayne Findlay – Findlay & Co (30 mins + 15 mins Q&A), Tuesday 6th March 2018.Chartered Accountants Wayne and Scott Findlay have built a successful and modern accounting firm, Findlay & Co, based in Wanaka, New Zealand.Wayne and Scott have tried various outsourcing forms over the past decade. By far, the most effective model was Business Process Outsourcing (BPO) in the Philippines. They truly believe this model is essential for acc...

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