2 min read

Coaching During COVID-19: Back to School Edition

By Jackie Flesher, CPA, CGMA on 9/14/20 9:00 AM

Note from the author: This post is directed at those who coach or mentor their colleagues.

Here it is, September already, and the ripple effects of COVID-19 are continuing to spread. On the east coast, our first day of school was last Tuesday, and same as every year, social media feeds flooded with “first day of school” photos. Unlike previous years, however, these photos tended to feature students learning in a virtual setting, as many school districts have started the new school year with remote learning.

Topics: Your People Remote Staff Career Coach Mentorship Employee Engagement COVID-19 Coaching for Success
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
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
6 min read

2019 Tax Season in Data: 06/15/2020

By Mark McAndrew on 6/22/20 9:00 AM

Looking for the most recent installment? Click here.

Being the fan of cliché’s and motivation quotes that I am, I’ve provided you a few throughout this blog series. In that spirit, here is a turn of phrase we’ve all used at some point, I’m sure, and coincidentally one that inspired Ben Franklin to come up with the quote I offered in my last blog. “There is no time like the present; a thousand unforeseen circumstances may interrupt you at a future time.”

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

4 Practical Questions to Kick-Start Remote Work Success Now

By Bob Amey on 6/18/20 9:00 AM

As an industry, remote work adoption has been slow until it was thrust upon us as a way to mitigate COVID-19-related shutdowns. As states start to enter phases two and three, the natural discussion of how to allow staff to work remotely in the long-term emerges.

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

Leadership Strategies for Adapting to Market Disruption

By Mike Sabbatis on 6/15/20 9:00 AM

Over the last few months, we have all been adapting. Adapting to new work environments, new social normals, new schedules, new anxieties, and functioning in a continual state of uncertainty. Our leadership skills have been put to the test as we pivot to address our new challenges while defining our strategies and new visions for future success. In the words of Daniel Burrus, futurist author, “post-pandemic success will be based on what we do right now, not what we do post-pandemic.”

Topics: Your People Growth Remote Staff Future Forward COVID-19 Productivity Roadmap
2 min read

6 Tips on Coaching During COVID-19

By Jackie Flesher, CPA, CGMA on 6/1/20 9:00 AM


Note from the editor: This post is directed at those who coach or mentor their colleagues.

What can a coach do during a global pandemic? Plenty! Now is the time for coaches to step up their efforts and keep coaching relationships strong during this crisis.

Topics: Your People Remote Staff Career Coach Mentorship featured COVID-19
3 min read

5 Ways to Maintain Momentum During an Extended Busy Season

By David Harris on 5/28/20 9:00 AM

If this were a typical tax season, right now we’d be talking about how to maintain momentum post-busy season. My tips would include advising managers to focus their junior staff on studying for and passing their CPA and ethics exams, encouraging training and CPE acquisition, and recommending that everyone start planning vacations, even if it’s just a long weekend.

Topics: Your People Tax Public Accounting COVID-19 Tax Season 2019 Productivity Roadmap
7 min read

2019 Tax Season in Data: 05/20/2020

By Mark McAndrew on 5/25/20 9:00 AM

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

"Don't put off until tomorrow what you can do today."

Benjamin Franklin is responsible for that piece of advice, and it's as accurate now as it was when he first said it in the eighteenth century. Rarely is postponi

Topics: Technology Industry Tax Public Accounting COVID-19 Analytics Tax Season in Data Tax Season 2019