5 min read

Workflow 101 : Improve Your Workflow by Removing Bottlenecks

By Hillarie Diaz, CPA on 1/21/21 12:00 PM

Every organization is challenged to complete work accurately and on time. After all, “lost time is never found again,” or so said Benjamin Franklin. Unfortunately, the technology to create more hours in the day doesn’t exist, so how do we create more time without bending the laws of physics?

Topics: Lean Six Productivity Enablement Workflow 101
3 min read

Make Profitable Client Accounting Services Your 2021 New Year's Resolution

By Staff on 1/11/21 9:00 AM

This post contains highlights from a December 08, 2020 webinar discussing the bottlenecks that hinder growth in Client Accounting Services (CAS), and what steps are necessary to create more capacity to focus on the growth of your CAS offerings.

Topics: Technology XCM Spotlight Client Accounting Advisory Services Outsourcing Remote Staff
3 min read

The Myths and Facts About International Tax Outsourcing Part 2

By Ray Barlow on 1/7/21 9:00 AM

Welcome back to the myths of international tax outsourcing! If you missed the first installment, click here to read it, and keep reading to learn about some of the most common international tax outsourcing myths, as well as how to handle the 7216 conversation with clients. Let’s dive right back in!

Topics: Outsourcing Tax Tax Outsourcing
4 min read

The Myths and Facts About International Tax Outsourcing: Part 1

By Ray Barlow on 1/4/21 3:45 PM

Xpitax® has been handling international tax outsourcing for accounting firms for over 18 years. We've heard almost every question, myth, and outrageous rumor you can think of when it comes to international tax outsourcing. After answering thousands of questions throughout the years, we thought it was time to set the record straight and separate the myths and facts of international tax outsourcing.

Topics: Tax Tax Outsourcing
5 min read

2020 in Review: Popular Content

By Hillarie Diaz, CPA on 12/28/20 9:00 AM

As 2020 comes to a close, we’ve rounded up highlights from this past year our partners and customers have found particularly useful throughout 2020. Also, keep an eye out for upcoming webinars to help set you up for success in the New Year.

Topics: Technology Your People Growth XCM Spotlight Industry Client Accounting Advisory Services Outsourcing Remote Staff Career Coach Mentorship Workflow & Productivity Enablement Tax Employee Engagement Productivity Enablement COVID-19 Tax Season 2019 Customer Service Tax Outsourcing Workflow 101
4 min read

3 Ways to Position your CAS Practice for Sustainable Growth

By Michelle Voyer, CPA, MBA on 12/21/20 9:00 AM

In a previous post, we discussed how to combat sluggish growth in your Client Accounting Services (CAS) practice. But what if, rather than sluggish growth, your firm is experiencing explosive growth? How do you capitalize on success while maintaining quality and profit levels?

Topics: Growth Client Accounting Advisory Services Outsourcing
2 min read

How Are You Using the Data You Already Have?

By Mark McAndrew on 12/14/20 9:00 AM

In turbulent times, data-driven decision-making becomes increasingly important, both within the firm and externally with clients. Clients are increasingly asking firms to provide guidance and projections driven by data, even if they don't use those words. They may ask the firm to advise where they can find this data themselves or for the firm to recommend technologies and tools can they can use to facilitate daily decision-making.

Topics: Technology Analytics
2 min read

How to Help Those You Coach Prepare for Success in 2021

By Jackie Flesher, CPA, CGMA on 12/7/20 9:00 AM

Note from the author: This post is directed at those who coach or mentor their colleagues.

Topics: Your People Remote Staff Career Coach Mentorship Employee Engagement Coaching for Success
6 min read

Workflow 101: How to Choose the Right Workflow Solution for Your Organization

By Hillarie Diaz, CPA on 11/30/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement Productivity Enablement Workflow 101
4 min read

4 Ways to Combat Slow Growth in your CAS Practice

By Michelle Voyer, CPA, MBA on 11/23/20 9:00 AM

We know all of the stats about how Client Accounting Services (CAS) practices are the fastest-growing service lines in accounting. A CAS practice's average growth rate is 12-15% per year, but what if your firms' CAS practice isn't performing to expectations? If your existing CAS practice isn't measuring up to industry benchmarks, it's time to dig into the factors affecting its growth. Start simple - go back to basics and assess the business plan. Don't take anything for granted; question each of the underlying assumptions the firm made during the planning process.

Topics: Growth Client Accounting Advisory Services Outsourcing Cloud Technology Client Services