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

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
1 min read

Use a Holistic Approach to Actually Solve Your Workflow Problems

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

A common misconception about workflow is that organizations will experience significant productivity gains using a point-solution to target specific pain points. And yes, highly specialized tools such as data collection or tax return tracking can provide some limited benefits. However, the simple truth is that these narrowly focused tools will never provide the same scale of productivity and efficiency gains that a customized, automated, end-to-end workflow and productivity solution can provide.

Topics: Workflow & Productivity Enablement Public Accounting
4 min read

Combatting Communication Fatigue: Remote Work Productivity Tips

By Hillarie Diaz, CPA on 11/2/20 9:00 AM

The accounting industry is exhausted. We all know it, and we’re all experiencing it – the CARES act, the extended (never-ending) busy season, and COVID-19 restricting much of how we blow off steam are all contributing to this feeling of exhaustion. It’s especially clear in the tenor of casual conversations online lately – from email auto-replies that someone’s team is taking a “much-needed break” to statements online that they “can’t handle another government announcement.”

Topics: Your People Remote Staff Employee Engagement COVID-19
3 min read

The Hidden Costs of Projects

By Hillarie Diaz, CPA on 10/29/20 9:00 AM

Every project has a known or starting cost. Creating a budget is a natural part of any project. However, all too often, additional unexpected costs will creep up, not only within the known project costs but also as opportunity costs and resource costs. These hidden costs can make the difference between success and failure – and between project completion and abandonment.

Topics: The Process Workflow & Productivity Enablement
3 min read

Workflow 101: You Should Document Your Workflow – Here’s How To Do It

By Hillarie Diaz, CPA on 10/19/20 9:00 AM

Whether you realize it or not, your organization already has some form of a process in place for moving work around your office. It may not be well-documented or standardized, but it exists. However, there’s a significant difference between a workflow documented ad hoc and one deliberately documented to capture the end-to-end process.

Topics: The Process Productivity Enablement Workflow 101
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