3 min read

Managing a Remote Workforce: XCM Productivity Tips

By Hillarie Diaz, CPA on 3/23/20 9:00 AM

COVID-19 has pushed remote work into the spotlight.

Topics: Remote Staff Workflow & Productivity Enablement Lifehack
5 min read

How to Get Firm-Wide Buy-in for CAS

By Michelle Voyer, CPA, MBA on 3/16/20 9:00 AM

Have there been discussions in the firm about adding Client Accounting Services (CAS) to its offerings, with only lukewarm interest from senior management and partners? Is your existing CAS group running into a lack of support?

Topics: Growth XCM Spotlight Client Accounting Advisory Services Remote Staff Public Accounting
4 min read

Get In Control: Strategies to Increase Capacity

By Hillarie Diaz, CPA on 3/9/20 9:00 AM

Some projects almost complete themselves. It's as though you thought about what you wanted to have done, and it sprang, fully formed, from your head a la Athena.

Topics: Your People Employee Engagement Productivity Enablement
2 min read

Coach vs. Supervisor - What's the Difference?

By Jackie Flesher, CPA, CGMA on 3/2/20 9:00 AM

Topics: Your People Career Coach Employee Engagement
2 min read

When is Good Enough not Good Enough

By Jairam Padmanabhan on 2/24/20 9:00 AM

If you’ve torn or damaged your ACL, who would you prefer to consult for advice about how to treat the injury? While your GP is excellent for annual checkups, allergy medicine, and the occasional cold, are they as knowledgeable and properly equipped as an orthopedic doctor to get you back to full mobility?

If you, like most people, would prefer the specialist to the generalist, then I ask you, why are you using an all-in-one technology solution, rather than building out a best-in-breed technology stack?

Topics: Technology API
8 min read

Turn Annual Engagement into Recurring Revenue

By Michelle Voyer, CPA, MBA on 2/17/20 9:00 AM

What if there was a way to take the clients that cause the most substantial amount of tax season workload compression, and turn that into streamlined, recurring revenue for the firm?

The best part about that strategy is that every firm already has an existing client pool to capitalize on. These are not clients with pristine books. No, these clients send over files at the end of the year with missing data, or drop off boxes of receipts, invoices, and who knows what else, and it becomes the firm's responsibility to sort through the irrelevant, analyze the data, and prepare the return. Then, after receiving their return (and paying the bill), the client disappears – only to repeat the cycle next year.

Topics: Growth Client Accounting Advisory Services Outsourcing Remote Staff Workflow & Productivity Enablement featured
2 min read

We All Need Open APIs to Succeed in the Cloud

By Jairam Padmanabhan on 2/17/20 9:00 AM

How many APIs currently assist you in day-to-day business processes? Can you name one? Would it surprise you to know that they are an integral part of many of your organization’s everyday activities? As software in the cloud continues to grow, and organizations demand best in breed technology, APIs are becoming ever more relevant to daily business functions and pivotal to an organization’s success.

Topics: Technology API Productivity Enablement Cloud Technology Future Forward
4 min read

Justifying the Spend

By Mark McAndrew on 2/17/20 9:00 AM

Time and time again I’ve observed organizations struggle to connect the daily value of an essential productivity or efficiency tool with quantifiable values and statistics. While this should not happen – organizations should always be able to tie tools back to benefits – being unable to quantify the benefits in a manner that resonates with senior managers is especially concerning during the first 1-3 years after implementation, when the tool’s cost-benefit ratio is being questioned, and there is a need to justify continued spend.

Topics: Technology Growth Workflow & Productivity Enablement featured
5 min read

4 Ways to Increase Your Tax Outsourcing Effectiveness

By Ray Barlow on 2/17/20 9:00 AM

Tax outsourcing has come a long way from its nascent beginnings back in the early 2000s. We know that tax outsourcing works - firms that outsource complete anywhere from 8-15% more returns during tax season than those who do not (based on an analysis of firms utilizing XCMWorkflow).

Putting it into perspective, for a firm used to a max capacity of 2,500 returns during tax season, with outsourcing, that firm could process an additional 200-375 returns. How do you think an increase in capacity 

Topics: XCM Spotlight Outsourcing Workflow & Productivity Enablement Tax
5 min read

It’s February. Where are your New Years’ Resolutions?

By Hillarie Diaz, CPA on 2/17/20 9:00 AM

New Year’s resolutions. Everyone has an opinion about them, and out of every 10 people who set them on January 1st, eight of them will have failed by mid-February.

People are not meeting their goals for one basic reason: finite resources.

Topics: Your People Employee Engagement New Years Resolution Lean Six DMADV