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organizations are rapidly reaching the point where there are too many competing priorities to effectively track using outdated business processes.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
4 min read

2019 Tax Season in Data: 07/15/2020

By Mark McAndrew on 7/30/20 9:00 AM

“Measure the size of the accomplishment by the obstacles you have to overcome to reach your goals.” – Booker T. Washington

Topics: Technology Industry Tax featured Public Accounting COVID-19 Tax Season in Data Tax Season 2019
4 min read

Customer Service Best Practices in a Turbulent Time

By Michelle Walsh on 7/27/20 9:00 AM

Customer service is a key component of any successful organization, especially in times of turbulence and uncertainty. Whether you have a dedicated team or everyone is customer-facing, how you treat a customer is critical to your business development and growth. At XCM, we focus on four fundamentals as part of our conscious commitment to exceptional customer service.

Topics: Your People featured COVID-19 Client Services Customer Service
2 min read

Workflow Customization Matters: Here's Why

By Jairam Padmanabhan on 7/20/20 9:00 AM

When discussing the benefits of workflow, a great deal of focus is placed on standardization, optimization, and automation, with good reason. These are the building blocks of business process improvement (BPI) and workflow and productivity enablement solutions.

Topics: XCM Spotlight Workflow & Productivity Enablement Productivity Enablement Future Forward featured
3 min read

Nurturing Your Top Asset

By Mike Sabbatis on 7/16/20 9:00 AM

Cheers! Normally we raise this glass on April 16, but 2020 has been an extraordinary year and celebrating this milestone, though in July, is more important than ever. Taking a moment to celebrate our accomplishments is uplifting and motivating, something that benefits us all.

Topics: Your People Public Accounting Tax Season 2019
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
6 min read

2019 Tax Season in Data: 06/30/2020

By Mark McAndrew on 7/9/20 9:00 AM

“Be not afraid of growing slowly; be afraid of standing still.” – Chinese Proverb

Topics: Tax featured Public Accounting COVID-19 Tax Season in Data Tax Season 2019
2 min read

5 Tips for a Successful First Day of Coaching

By Jackie Flesher, CPA, CGMA on 7/6/20 9:00 AM

For the person being coached: If you’ve read my previous blog posts on how to identify and choose a career coach (or mentor), you’re probably wondering how a coaching relationship works in the real world. Here are my top five tips for how to prepare, and what to expect, at your first meeting:   

Topics: Your People Career Coach Mentorship Employee Engagement Coaching for Success
4 min read

How To Create a Better Business Process

By Mike Sabbatis on 6/29/20 9:00 AM

Welcome to part two of this three-part series on Business Process Improvement (or BPI). In part one I referenced Seth Godin’s quote, “We’re so busy doing our jobs, we can’t get any work done,” and it’s true. The combination of workload compression and dysfunctional processes is creating an environment where we know that there is a better way but continue to SALY (Same as Last Year) the process.

Topics: Technology Growth Workflow & Productivity Enablement Lean Six Productivity Enablement featured