About This Episide

• General Discussion 
• Building a Remote Finance Team 
• Ken to give overview of structure of current team 
• Ken to talk through closing calendar structure
• How do you manage your close calendar?
• What are the critical monthly deadlines?
• When are the books closed? 
• The Virtual Assistant to the CFO 
• How do you currently leverage a virtual assistant(VA)? 
• Their duties/responsibilities? 
• Gaining trust with a new VA 
• When should a CFO hire a VA? 
• Effective communication with your VA
• Finding a VA 
• Project Manager 
• What is the purpose/role of the PM
• Structure
• Onshore vs Offshore 
• Which roles are better suited for Offshore/onshore?
• Issues to consider when choosing whether to find onshore/offshore remote talent. 
• Recruiting 
• Onshore
• How do you interview for remote finance hires? 
• What do you look for in a remote candidate? 
• What are the warning signs that a candidate isn’t suited for remote work? 
• What working hours expectations do you set with your teams? Especially offshore or people who are in different time zones? 
• What do you recommend for equipment policy for your onshore hires? 
• Offshore 
• Where to look when searching for Offshore help? 
• Websites? 
• Tips for interviewing/etc. 
• Paying Offshore contractors/tax issues? 
• Using an agency vs direct contractor hire
• Using part time contractors? 
• Onboarding/Training 
• Once you have hired people, what advice would you give regarding the onboarding and training process in a 100% remote environment? 
• Maintaining Culture and Morale 
• How do you build and maintain relationships with a 100% remote team? 
• What do you do for teambuilding, etc? 
• How do you guage if an employee is at risk of leaving or is having an issue with engagement?
• Is there an expectation to have the onshore team at the same place together at some interval (once or twice a year?) 
• Summary: 
• Advice for those building a team from scratch 
• Advice for those who are transitioning from a local team to a remote team 
• Running a Remote Finance Team 
• What is your meeting cadence with your team and how often do you touch base? 
• Dealing with time zone differences 
• How do you keep on top of your team? 
• How do you know if deliverables are being worked on, and your team is running efficiently? 
• What tools do you use to run your team?
• Task Management? 
• Communication? 
• Document/workpaper storage?
• Monthly Accounting Calendar? 
• Any other considerations?

• Wrap Up

• What are your top “Do” and “Do not” regarding managing a remote finance team?
• Do 
• Do Not