Michelle Voyer, CPA, MBA

Michelle Voyer, CPA, MBA

Shelli is XCM’s Director of Xpitax Client Accounting Services. She has extensive experience in managing accounting teams of up to 100 employees and running operations for financial services and bookkeeping firms serving over 3,000+ clients. Shelli is certified as an Intacct Accounting Specialist, Intacct Implementation Specialist, QB Advanced ProAdvisor, Xero Advisor, and Bill.com Guru.

Recent posts by Michelle Voyer, CPA, MBA

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
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
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
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