5 min read

2020 in Review: Popular Content

By Hillarie Diaz, CPA on 12/28/20 9:00 AM

As 2020 comes to a close, we’ve rounded up highlights from this past year our partners and customers have found particularly useful throughout 2020. Also, keep an eye out for upcoming webinars to help set you up for success in the New Year.

Topics: Technology Your People Growth XCM Spotlight Industry Client Accounting Advisory Services Outsourcing Remote Staff Career Coach Mentorship Workflow & Productivity Enablement Tax Employee Engagement Productivity Enablement COVID-19 Tax Season 2019 Customer Service Tax Outsourcing Workflow 101
4 min read

Combatting Communication Fatigue: Remote Work Productivity Tips

By Hillarie Diaz, CPA on 11/2/20 9:00 AM

The accounting industry is exhausted. We all know it, and we’re all experiencing it – the CARES act, the extended (never-ending) busy season, and COVID-19 restricting much of how we blow off steam are all contributing to this feeling of exhaustion. It’s especially clear in the tenor of casual conversations online lately – from email auto-replies that someone’s team is taking a “much-needed break” to statements online that they “can’t handle another government announcement.”

Topics: Your People Remote Staff Workflow & Productivity Enablement Employee Engagement COVID-19
6 min read

2019 Tax Season in Data: 10/15/2020

By Mark McAndrew on 10/22/20 9:00 AM

Welcome to the ninth installment of the tax season in data, for the period ending 10/15/2020. Congratulations, tax filers, the last deadline of the year has passed!

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