TOA Global Market Research Report

Company Overview

Company Information

• Name: TOA Global

• Mission: To improve lives by developing people through knowledge and experiences so that they can pay it forward.

Founding Information

• Founded: No information is available

• Founder: No information is available

Key People

• Nick Sinclair: Founder & Chairman

• Jeremy Clements: Chief Executive Officer

• Ben Fisher: Chief Information Officer

• Alesa Gibson: Chief Revenue Officer

• Mareta Akari: Country Manager of Australia & New Zealand

• Adrian Zafra: Country Manager of the Philippines

Headquartered

• Location: 3100 West 7th St, Suite 350, Fort Worth TX 76107, USA

Company Size

• Number of Employees: 4,180+

Financial Information

• Revenue: No information is available

Known For

TOA Global is known for providing elite offshore accounting and bookkeeping services, primarily for the U.S. market. They focus on helping accounting firms increase their capacity and efficiency by offering skilled professionals trained in U.S. standards.

Products and Services

Product Offerings

Accountants

• Description: Specialists in drafting and completing U.S. income tax returns, IRS reports, financial statements, and personal/corporate tax returns.

• Key Features:

• Vast U.S. accounting expertise

• Experience with QuickBooks

Auditors

• Description: Experts in compliance audits and creating management reports for stakeholder insights.

• Key Features:

• Regulatory disclosure overview

• Control vs. substantive testing

Bookkeepers

• Description: Specialists in accounts payable and receivable, bank and general ledger reconciliations, and other day-to-day financial transactions.

• Key Features:

• Accurate financial record-keeping

• Handling payroll, accounts receivable/payable

Executive Assistants

• Description: Professionals managing schedules, reporting, and communications for senior management.

• Key Features:

• Office systems management

• Document preparation

• Meeting organization

Learning & Development

• Description: Role-based training provided through the Ab² Institute of Accounting.

• Key Features:

• Custom career pathways

• Offshore best practice courses

Recent Developments

New Products & Features

• New Cebu Office:

• Date: August 20, 2024

• Details: Opened a second Cebu office to support the growing number of offshore roles.

Partnerships

• Loanspark Partnership:

• Date: May 22, 2024

• Details: Partnership to bring business lending solutions closer to accounting firms and SMBs.

Leadership Changes

• New PH Country Manager:

• Date: July 29, 2024

• Appointment: Adrian (Ian) Zafra as Country Manager for the Philippines.

Certifications

• SOC 2 Certification:

• Date: September 30, 2024

• Details: Achieved SOC 2 certification for information security, enhancing client data protection.

Events

• TOA Global Celebrates 10th Year:

• Date: December 4, 2023

• Details: Celebrated 10 years of dedicated service to the accounting industry.

Team Building and Corporate Social Responsibility

• Sportsfest 2024:

• Date: August 13, 2024

• Details: Conducted sportsfest for team building and enhancing employee engagement.

This comprehensive report underscores TOA Global’s strategic growth, robust service offerings, and commitment to developing an elite offshore talent pool for the accounting industry.