Staff


Recent posts by Staff

3 min read

How to Build a CAS Roadmap for Success: Defining the Menu

By Staff on 2/25/21 12:00 PM

You know that CAS is one of the fastest-growing service lines for accounting firms, and you've gotten firm-wide buy-in for building a CAS practice, but how do you begin? What steps should you take to business a CAS practice that will not only grow, but grow and scale sustainably?

Topics: Client Accounting Advisory Services Outsourcing Remote Staff increasing capacity Client Services
3 min read

Get Ready for Tax Season by Leveraging Strategic Tax Outsourcing

By Staff on 2/4/21 12:00 PM

This post contains highlights from a January 19, 2021 webinar discussing how accounting firms can utilize international tax outsourcing to increase firm productivity, reduce tax season compression, and improve capacity to focus on high-value services.

Topics: XCM Spotlight Outsourcing Tax Tax Outsourcing
2 min read

XCMworkflow Productivity Tips & Tricks

By Staff on 1/28/21 12:00 PM

Every piece of technology has little tricks to increase its functionality and get a few more minutes back in your day. These aren’t always new features but may be unappreciated or not used to their full potential.

Topics: Technology XCM Spotlight Workflow & Productivity Enablement Productivity Enablement
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