Hillarie Diaz, CPA

Hillarie is XCM’s Marketing Content Manager and blog Editor-in-Chief. She has a passion for process documentation and improvement, as well as data-driven decision-making. As an accountant who enjoys writing, she brings over a decade of experience in accounting to her analysis of the industry.

Recent posts by Hillarie Diaz, CPA

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
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
4 min read

5 Ways to Prepare for Storms When You Work From Home

By Hillarie Diaz, CPA on 8/10/20 9:00 AM

In the wake of Isaias, you’ve likely thought about how to maintain productivity when the power goes out after a storm, as over 2.2 million homes and businesses experienced last week. What about if a snowstorm or wildfire sweeps through and you lose your internet connection? If you are new to working remotely, this may be the first time you’ve thought about what is needed to keep you productive during and after severe weather.

Topics: Your People Lifehack
2 min read

Every Successful Business Needs Workflow and Productivity Enablement

By Hillarie Diaz, CPA on 8/3/20 9:00 AM

Every day, the speed of change increases. More and more, organizations are rapidly reaching the point where there are too many competing priorities to effectively track using outdated business processes. Many of these organizations are investing in workflow technologies and productivity enablement solutions, capitalizing on the efficiencies that come from automation and optimization. The risk of not investing (RONI) is huge. Those organizations choosing not to invest place themselves in a position of competitive disadvantage, for no other reason than falling behind their industry’s technology curve.

Topics: Technology Growth The Process Workflow & Productivity Enablement Productivity Enablement Cloud Technology Future Forward
1 min read

Tax Day Approaches

By Hillarie Diaz, CPA on 7/13/20 9:00 AM

It’s almost tax day, and for many of you that means heads down, full focus on completing those returns that were submitted last minute. No real surprise there, since 20-25% of Americans wait until the last two weeks to file, myself included (apparently being a CPA doesn’t make you any less prone to procrastinate on your taxes).

Topics: Industry Tax Tax Season 2019
3 min read

Kill the Meetings: 5 Strategies to Increase Your Capacity

By Hillarie Diaz, CPA on 6/8/20 9:00 AM

What would you do with an hour back each day? What about 30 minutes? Would you take the opportunity to work on that planning initiative that's been sitting in your inbox for more than a month, spend a little time planning for next quarter, or maybe even leave the office and get home in time to read the kids a book before bedtime?

Topics: Your People Growth Productivity Enablement Lifehack increasing capacity
3 min read

Workflow 101: What is Workflow, Exactly?

By Hillarie Diaz, CPA on 4/13/20 9:00 AM

Workflow is an essential part of making sure that an organization functions at peak productivity while maintaining clear lines of communication. Without workflow, business processes can easily become complicated. Without the correct tools and technology solutions to uphold optimized business process, those complications multiply, breeding inefficiencies.

Topics: Technology Workflow & Productivity Enablement Productivity Enablement
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 COVID-19 Productivity Roadmap
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 increasing capacity
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