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Every firm owner contemplates what to do to grow and scale their business. In this webinar, Nick Sinclair, founder and Chairman of TOA Global, and Yoseph West, CEO and co-founder of Relay Financial, will show you how the right mix of people, processes, and technology will help catapult your firm and what to expect in the process.
Learning Objectives:
- Name the core pillars of a scalable tech stack for your firm and what to look for in the tools you'll use
- Identify how to prepare your services for scalability by moving to more standardized processes, identifying the best way to align your team, and managing areas of potential difficulty
- Define the right mix of services and what to expect as you scale
Yoseph West
Relay
Co-Founder and CEO
yoseph@relayfi.com
(888) 205-9304
Yoseph West is currently co-founder and CEO of Relay, banking for growing businesses. Prior to founding Relay, Yoseph led marketing at Hubdoc from its early days to its acquisition by Xero.
Working closely with accountants and bookkeepers, Yoseph repeatedly saw the need for better business banking. That’s why he founded Relay, banking designed to enable growth, accelerate collaboration, and improve financial visibility.
Prior to Hubdoc, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting.
Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.
With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on helping firms succeed and unlock their potential.
Learn more about Nick Sinclair and The Outsourced Accountant.
About Our Sponsor
TOA Global is a people business, 100% designed for and dedicated to the accounting industry.
Since opening our doors in 2013, we’ve been enabling savvy accounting firms to scale, grow and deliver great service to their clients by supplying them with highly skilled people. We have more than 2,000 dedicated team members working for more than 750 accounting firms worldwide in senior and junior accounting, bookkeeping, specialist , and administrative roles.
We’re the accounting people, people-building skills, teams, businesses, and economies through brilliant people.
Tune in to our webinars to receive expert advice and actionable insights on topics ranging from growing your firm to attracting talent, to people management and more.
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