Here's What's Covered:
- Orientation and Pre-Training
- Upwork Profile Approval Hacks
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Upwork Walk-through [Service Provider Interface as well as Client-Side Interface]
- Skill Alignment Resources for being Market relevant in US/UK/Australia Bookkeeping Domain
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Upwork Profile Optimization that attracts More Outsourced Work to you!!
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Roadmap to cracking the First Few Clients in a shorter period!!
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100+ Winning Proposals Writing Demonstrated on Real-Life Projects/Clients.
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Proposal Writing Secrets to achieving a 7% Proposal Winning Ratio. (5 One on One Proposal writing reviews)
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How to close a client over Phone/Skype call.
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Service Delivery Secrets that ensure 5 Star Ratings Every Time.
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Beyond Upwork - A Complete Guide to Source Work from LinkedIn and Other Platforms*****
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Insider Insights on Starting and Growing a Bookkeeping-Based KPO *****
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Secret BONUS RESOURCES *****
FREE BONUS 1ADVANCED EXCEL MASTERCLASS
- Business Automation (with Macro Recording and Editing even if you don't know coding)
- Dynamic Dashboards (using Slicers and Advanced Formulas)
- Data Analytics (Using Latest Tools Like Power Pivot and Power Query)
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Financial Modelling (including case studies for Forecasting, Budgeting and Historical Models)
FREE BONUS 2Practice Productivity Expertise
- Information Management
- Task/Project Management
- Email Management
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Attention Management
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Files Management
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Recent Webinars on OUTSOURCING PRACTICE
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FAQs
Is Upwork still an Opportunity for someone starting NOW?
The Short Answer is "YES, of course".
Upwork (earlier Elance) has always been crowded since the beginning with Freelancers who don't know how to write proposals and who lack the right strategy. They usually don't get any contract awarded and are just present to create the crowd.
If you have the right strategy and implement it consistently, there is no doubt that you will land good long-term clients.
Refer our Masterclass subscribers who achieved great success in very recent - https://www.smartcapractice.com/testimonials-success-stories1625832010056
What Types of Jobs are available on the Upwork Platform in Accounting and Consulting Category?
On Upwork, Accounting and Consulting Category has these main sub-categories:
- Accounting & Bookkeeping
- Financial Planning
- Management Consulting Analysis
- Other – Accounting & Consulting
Jobs related to Accounting, Finance, and Management of all sorts, are being posted by clients across Globe. To give some examples of frequent job types:
- Bookkeeping
- Taxation
- Virtual CFO
- Cost Management
- Financial Planning
- All sorts of Excel-related jobs like:
- Calculator and Template in Excel
- Dashboards using Excel
- Excel Automation using Macro
- Excel Charts
- Financial Projections
- Financial Modelling etc
Also, there are other categories and subcategories where you can find Finance and Accounting related jobs like copywriting or Database Management & Administration or Data Analysis and Visualisation. So, You can go for those jobs if you have skills in those areas.
Clients from which countries post Jobs on Upwork in Accounting and Consulting Category?
Upwork is the number 1 choice from clients across the globe for getting their work done remotely. Clients from the USA, Canada, and Australia post most jobs on Upwork. Also, the trend of hiring remote workers through Upwork is rising in Singapore, UAE, Europe, and New Zealand.
Which Cloud Accounting software does one needs to learn and from where?
If you want to start Outsourcing Practice as a Freelancer from India to remote clients across Globe, the first step is to learn cloud Accounting Software widely used by clients. Read my article on the 5 Best Cloud Accounting Software for Freelancers from India. The Masterclass contains all the resources for training in Cloud Accounting software and how to get them for free in detail.
Is freelancing on Upwork professional misconduct as per the ICAI Code of Ethics?
I can write an extended essay on whether getting work from Upwork is allowed as per the ICAI Code of Ethics, but I will summarise as below.
ICAI has not given clear guidelines on whether a practicing CA can get work from Upwork. And many CAs can’t take advantage of this incredible opportunity to export services as Chartered Accountants. While many other CAs are present in Upwork as their own profile as CA or with the floated entity.
In one of the publications by ICAI, Accounting Process Outsourcing, ICAI has listed Upwork under “Methods/ways to reach to target customers” on page 165.
Lastly, suppose in the future, ICAI will take a stance to disallow CAs from working on Upwork. In that case, it will come out as a guideline (just like in the case of BNI) rather than straight away disqualifying each member participating on Upwork.
Does working for Overseas Clients require working at Night time all the time?
The short answer is No. Most clients want to meet Freelancers in their timezone to discuss the project. And Freelancers are free to execute the tasks at their convenience.
However, very few of the clients might have requirements of fixed timezone availability to perform the tasks.
Can a Firm work on Upwork?
Yes, Upwork allows the creation of Agency (Firm) Profiles. With Upwork Agency, you can market and get work for your team. Each team member can be assigned to work on a particular client project without complete control of the Agency profile.
Can I make it big working on Upwork in Accounting Outsourcing?
Once you find the right approach to get new clients on Upwork, and if you continue this simple process continuously, you can definitely make it big on Upwork.
If you browse Upwork as a client, you can easily find Agency in Accounting and Consulting field earning millions. They have constantly tried to get new clients in simple job types like basic bookkeeping.
I have already tried Upwork and submitted many proposals but didn't get any work!
As I mentioned in the above FAQ, the right strategy is the key to success.
If you write a standard proposal format for each job you apply for, the Client will never start interacting with you.
There needs to be a specific approach in each scenario on how to write proposals that ensure clients reply to you.
There is a separate Proposal Writing Module discussing 100+ proposal writing strategies for different types of jobs and with different scenarios in the Masterclass.
Will you get Support when you enroll for the Masterclass?
Support is the main element of this Masterclass.
There are three major Support aspects covered.
- 100 Proposals writing review with detailed feedback. (In the lot of 15-20 proposals each)
- Email/WhatsApp Support for small straight forward queries.
- Scheduled Call/Online Meeting for queries related to implementing Course Learning or delivering client projects.
How the MASTERCLASS + FREE BONUS MODULE IS DELIVERED?
The Lessons are mainly Videos hosted in Membership Area. They may also include PDFs and other files. It can be accessed with Mobile or PC/Laptop.
What is the Timing of the MASTERCLASS?
The Lessons can be watched Anytime and from Anywhere. You will have the Lifetime Access of the Masterclass and also any updation in the Masterclass.
What is the Time Requirement on your part?
Three lessons are released in your membership area each week once you subscribe. It requires approx 3 Hours per week to view the Lesson and 3-4 hours more per week for Actions/Task to do on your part.
Is the Masterclass only for Qualified/Practicing CA?
Being a CA is only ensuring that you have the skills in the Accounting and Finance Field.
If you are a Semi Qualified or are Graduate/Master in Accounting, Finance or Management field and you possess the conceptual skills in this area, you are more than eligible to get success through this Masterclass.
The Masterclass includes not only the strategies for success in Upwork and Beyond Upwork Channels but also includes resources for alignment of your existing skills to in-demand Softwares/skills.
Can you do it as Part Time if you have Job or Existing Practice?
If your goal is to wholly focus on Outsourcing Practice at a later stage, this Masterclass will be the best decision to achieve it. It requires just investment of 100 Hours Approx in next 90 Days and at the same time make yourself ready to jump in. However, If you continue to keep occupied in Job or existing Practice at the end of the Masterclass, you will get proportionate result based on time you devote.
When will the MASTERCLASS start?
The Masterclass starts as soon as you join it. Once you join, you will get access to membership area and start learning right away.
What TYPE of Work is offered By Foreign Clients on UPWORK?
I have created a quick Youtube video to address your queries on Upwork platform and how I as a practitioner and other CAs are doing on Upwork. I have given walkthrough of my Upwork profile as well as few other CAs' profile on Upwork. This will give you good insight in to this practice area which you are totally unaware of right now. https://youtu.be/EkfMIW3SyIw
I dont have knowledge in Accounting Packages like Quickbooks, Xero etc!!
The Course includes all the resources where you can learn indepth about Quickbooks/Xero from Quickbooks/Xero itself (free and online) and how to enroll for ProAdvisor/Partner Program offered by Quickbooks/Xero (these Training and Certification are free and online). The Resource page also includes additional resources for knowledge updation in this field and detailed FAQs.
Is US CPA Degree or US Taxation knowledge Required?
Most of the time, I get questions from Chartered Accountant Colleagues that do we need to pursue CPA or ACCA or some other additional degree before starting to work for Overseas clients? Or do we need to know the Taxation Laws before we start doing Bookkeeping? etc
The fact is a Chartered Accountant is more than ready skillwise to perform services like Bookkeeping and Accounting with the knowledge of GAAP.
Whether to expand the services later to Taxation or Payroll Processing etc is a question of the future. However I have seen many Firms starting from Basic Services and stick to that and rather scale up to a big level in Basic Services.
Acquiring an additional degree or skill like taxation would not magically make clients appear for your services.
Basically, the professionals are not having proper guidance on how to start in this field. First and foremost is the source of the clients. That's the reason why I created Outsourcing Practice Secrets Masterclass to guide someone who is starting from scratch with no experience or no direct contacts with the help of Freelancing site like Upwork initially and later from other direct channels.
Does Upwork Charge any Fee? Is it Percentage Based?
Most of my "Outsourcing Practice Secrets" course prospects ask me whether Upwork Charges any fee on their earnings?! And How Much? Is it % based? And many related Questions. To address all these questions, I have written a LinkedIn article at https://www.linkedin.com/pulse/upwork-service-fee-justifiable-ca-dhaval-paun
Do We Sub-Contract Outsourcing Work to you?
The Short Answer is "No". For detailed Answer, Read my LinkedIn Article at https://www.linkedin.com/pulse/2-common-requests-i-get-from-chartered-accountants-ca-dhaval-paun/
What Are You Waiting For?
Don't You want following from your Increased Practice Revenue.....
- Sharpen Your SKILLS by working on Challenging Projects.....
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Invoice for your TIME rather than Tasks, that too in $$$
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Work from ANYWHERE Remotely......
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Have better Office INFRASTRUCTURE.....
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Indulge in ENTERTAINMENT over Weekends.....
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Tours to VACATION Destinations across Globe.....
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Watch Lessons on-demand from your computer, tablet or mobile device
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100 % Action Based Money Back Guarantee
Show me that You followed the "OUTSOURCING PRACTICE SECRETS" System on atleast on 100 UPWORK Projects Proposal Writing in the next 90 days and You didn't get even a single long term US client. I will return your Subscription Fees with no further questions asked. This Masterclass absolutely works if you take action and do the required work.
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I am sure you will INVEST NOW to get $ 2,000 MORE EVERY MONTH......
Remember YOU are JUST ONE "US CLIENT" AWAY.....Don't wait for LUCK for turning around Your Practice.....
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To be ready for next US Bookkeeping Season and get good long term clients........
Start Learning instantly by Joining Today. Three Lessons unlock Every Week for next 3 Months.
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Click below to avail Early Bird offer INR 17,999 ONLY (No Cost EMI Available)
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