5 min read

Think Progress, Not Perfection: Strategies to Increase Your Capacity

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

At some point, we have all been told to “strive for perfection.” There’s no better grade in school than 100%, and no better ranking on your annual performance evaluation than first amongst your peers. This emphasis on perfection inherent in our culture has historically driven amazing inventions and discoveries. It has also led to truly devastating failures. Perfectionism has its place – it encourages attention to detail, accountability, and quality control. However, left unchecked, the pursuit of perfection can destroy deadlines, derail projects, squash employee morale, unhinge productivity, and completely destroy capacity.

Topics: The Process Workflow & Productivity Enablement Productivity Enablement increasing capacity
6 min read

Impact of Workflow on the New Normal

By Randy Johnston, Executive Vice President, K2 Enterprises on 9/24/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement
4 min read

Fall is Here: Resources to Help You Succeed in the Current Normal

By Kristin Lopes, SHRM-SCP, PHR on 9/21/20 9:00 AM

As seasons begin to change, and summer starts to give way to fall, many of us are finding areas of our lives are still in flux. The ripple effects of COVID-19 have spread further, and longer, than many of us anticipated, bringing change and uncertainty into many parts of our lives:

Topics: Your People Employee Engagement
3 min read

How to Achieve a Smarter, More Efficient CAS-to-Tax Pipeline

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

When properly executed, Client Accounting Services (CAS) can lay the groundwork for smooth, seamless tax preparation. However, if CAS and Tax teams are not able to collaborate and align on projects, efficiency and profitability suffer — and so does the client experience.

Topics: Client Accounting Advisory Services Workflow & Productivity Enablement Tax Public Accounting
2 min read

Coaching During COVID-19: Back to School Edition

By Jackie Flesher, CPA, CGMA on 9/14/20 9:00 AM

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

Here it is, September already, and the ripple effects of COVID-19 are continuing to spread. On the east coast, our first day of school was last Tuesday, and same as every year, social media feeds flooded with “first day of school” photos. Unlike previous years, however, these photos tended to feature students learning in a virtual setting, as many school districts have started the new school year with remote learning.

Topics: Your People Remote Staff Career Coach Mentorship Employee Engagement COVID-19 Coaching for Success
5 min read

2019 Tax Season in Data: 09/01/2020

By Mark McAndrew on 9/10/20 9:00 AM

Welcome to the eighth installment of the tax season in data, for the period ending 09/01/2020. Though the filing deadline has come and gone, we’re still seeing demand for national – and comparable firm size – data from both Analytics as a Service customers and our readers. So, welcome to the post-season update!

Topics: Technology Industry Tax Analytics Tax Season in Data Tax Season 2019
3 min read

On the Brink of Burning Out? Why You and Your Team Need to Recharge.

By Melissa Miro, CPA on 9/3/20 9:00 AM

It goes without saying that, during the pandemic, finding ways to decompress has been challenging. For many of us, there is no end to the workday, creating an inability to step away, disconnect, and recharge. Our workday almost seems to blend into personal time, and days merge into one another with little room for daily personal tasks we once took for granted. This lack of balance between work and personal life is not healthy – it leaves staff burned out and unable to do their best work.

Topics: Your People Employee Engagement
3 min read

Finding the Next Normal: 3 Ways to Forge the Path Forward

By Mike Sabbatis on 8/31/20 9:00 AM

Three-quarters of the way through the year, most of us are probably confident in saying that we will look back on 2020 as the embodiment of the leadership term VUCA - volatility, uncertainty, complexity, and ambiguity. We have watched industry stalwarts stumble, and have seen remarkable examples of organizations flexing their agility muscle as they collaborated with unexpected partners, tapping into their entrepreneurial spirit.

Topics: Growth Future Forward
3 min read

Productivity Trends and COVID-19: Lessons Learned and a Roadmap for the Next Normal

By Mike Sabbatis on 8/24/20 9:00 AM

The COVID-19 pandemic has had a profound impact on our lives, businesses, and the global economy. Many organizations had to switch to a remote, distributed workforce practically overnight, and business leaders had to quickly re-examine workflow processes, try to maintain department productivity, manage new staff scheduling needs, and assess new ways to service customers. At the same time, employees have faced the new realities of staying home, working in a remote environment, adjusting to new deadlines, and new relief legislation.

Topics: Technology Growth XCM Spotlight The Process Workflow & Productivity Enablement Productivity Enablement Future Forward featured
3 min read

How to Ensure Effective Communication with Different Personalities

By Michelle Walsh on 8/17/20 9:00 AM

Communication is critical to our relationships, whether personal – with friends, spouses, and children – or professional – with peers and team members. It isn’t enough to just communicate, however. I’ve worked in customer-facing positions for over 25 years – starting as a cashier at the local grocery store in high school and summers as a waitress at the local country club – and have learned that effective communication with a customer is 10% the message being delivered and 90% how the message is delivered.

Topics: Your People featured Client Services Customer Service