5 min read

Tax Outsourcing Update: Lessons Learned During a Unique Season

By Ray Barlow on 5/18/20 9:00 AM

In reaction to the rapid spread of COVID-19, on March 24th, the Indian government passed mandated stay-at-home legislation for private businesses. For many tax outsourcing organizations, this meant temporarily pausing operations. A few outsourcing partners, like Xpitax, were able to implement business continuity plans and maintain security while operating in a reduced, work-from-home capacity.

Topics: Industry Outsourcing Tax featured COVID-19 Tax Season 2019
3 min read

Positioning Your Organization for a Stronger Future

By Mike Sabbatis on 5/11/20 9:00 AM

Topics: Growth Future Forward featured COVID-19 Productivity Roadmap
7 min read

2019 Tax Season in Data: 05/04/2020

By Mark McAndrew on 5/7/20 9:00 AM

Looking for the most recent Tax Season in Data update? Click here.

Yogi Berra once said, “If you don’t know where you are going, you’ll end up someplace else.” It’s a funny quip, one of those sayings that, on the one hand, doesn’t make much sense but, on the other, makes all the sense in the world. If you don’t know in advance where you want to be, how will you get to where you want to go? It seems like a reasonable concept, but when the course you plot changes, how will you react?

Topics: Technology Industry Tax COVID-19 Analytics Tax Season in Data Tax Season 2019
2 min read

Coaching During COVID-19 - What Employees Need Right Now

By Jackie Flesher, CPA, CGMA on 5/4/20 9:00 AM

“Good leadership isn’t about advancing yourself. It’s about advancing your team.” This comment, attributed to John Maxwell, resonates with me right now.

Topics: Your People Career Coach Mentorship Employee Engagement COVID-19
5 min read

Insights on Work At Home

By Randy Johnston, Executive Vice President, K2 Enterprises on 4/27/20 9:00 AM

Technology now plays a significant role in virtually every type of business. During the COVID-19 pandemic, many companies had to work at home, including professional accounting firms. During a post-tax season debriefing, it was interesting to learn what worked and what didn’t work during this time. Remote meetings became common. Collaboration tools like Microsoft Teams, Slack, and workflow became critical, too. Firms that used outsourcing wound up with work at home advantages. Companies that provided cloud services like Microsoft and Amazon stepped up their game to handle the extraordinary volume reported to be as high as a 770% increase. What worked and what didn’t work for you?

Topics: Technology Your People Remote Staff COVID-19
6 min read

2019 Tax Season in Data: 04/20/2020

By Mark McAndrew on 4/23/20 9:00 AM

Looking for the most recent Tax Season in Data update? Click here.

The simple definition of momentum is “mass in motion.” All objects have mass, so if an object is moving, then it has momentum - it has its mass in motion. The amount of momentum that an object (“it”) has is dependent upon two variables: how much and how fast “it” is moving.

Topics: Technology Industry Tax COVID-19 Analytics Tax Season in Data Tax Season 2019
5 min read

Budget and Plan With Data You Already Had

By Mark McAndrew on 4/20/20 9:00 AM

Let’s be honest; no-one (well, almost no-one) likes the budgeting and planning process. The median organization takes 32 days to go from establishing budgeting objectives to delivering a ready-to-use budget.

Topics: Technology XCM Spotlight Workflow & Productivity Enablement Productivity Enablement featured
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
4 min read

2019 Tax Season in Data: 04/01/2020

By Mark McAndrew on 4/6/20 9:00 AM

Looking for the most recent Tax Season in Data update? Click here.

It is an interesting time to be an accountant, especially for those of you who prepare, review, or file tax returns. Much like the adage, “may you live in interesting times,” we certainly do, and with it brings new challenges.

Topics: Technology Industry Tax COVID-19 Analytics Tax Season in Data Tax Season 2019
2 min read

Communication is Critical in the COVID-19 Landscape

By Mike Sabbatis on 3/30/20 9:00 AM

We are living in interesting times right now. With shelter-in-place and other responses to COVID-19, businesses are finding themselves in untested waters. We are (possibly unexpectedly) managing distributed or remote workforces, running businesses during mandated social and physical distancing, and trying to understand what constitutes an “essential service”  today.

Topics: Your People Industry Employee Engagement featured COVID-19