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
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
3 min read

Kill the Meetings: 5 Strategies to Increase Your Capacity

By Hillarie Diaz, CPA on 6/8/20 9:00 AM

What would you do with an hour back each day? What about 30 minutes? Would you take the opportunity to work on that planning initiative that's been sitting in your inbox for more than a month, spend a little time planning for next quarter, or maybe even leave the office and get home in time to read the kids a book before bedtime?

Topics: Your People Growth Productivity Enablement Lifehack increasing capacity
3 min read

Building a Roadmap for the Future: Preparing to Face a Post-Pandemic Landscape

By Mike Sabbatis on 5/21/20 9:00 AM

We want to make the right decisions and not waste more time and resources. It may seem safer to take a wait and see approach, but is that really a less risky strategy? 

Topics: Technology Growth Cloud Technology Future Forward COVID-19
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
5 min read

How to Get Firm-Wide Buy-in for CAS

By Michelle Voyer, CPA, MBA on 3/16/20 9:00 AM

Have there been discussions in the firm about adding Client Accounting Services (CAS) to its offerings, with only lukewarm interest from senior management and partners? Is your existing CAS group running into a lack of support?

Topics: Growth XCM Spotlight Client Accounting Advisory Services Remote Staff Public Accounting
4 min read

Justifying the Spend

By Mark McAndrew on 2/17/20 9:00 AM

Time and time again I’ve observed organizations struggle to connect the daily value of an essential productivity or efficiency tool with quantifiable values and statistics. While this should not happen – organizations should always be able to tie tools back to benefits – being unable to quantify the benefits in a manner that resonates with senior managers is especially concerning during the first 1-3 years after implementation, when the tool’s cost-benefit ratio is being questioned, and there is a need to justify continued spend.

Topics: Technology Growth Workflow & Productivity Enablement featured
8 min read

Turn Annual Engagement into Recurring Revenue

By Michelle Voyer, CPA, MBA on 2/17/20 9:00 AM

What if there was a way to take the clients that cause the most substantial amount of tax season workload compression, and turn that into streamlined, recurring revenue for the firm?

The best part about that strategy is that every firm already has an existing client pool to capitalize on. These are not clients with pristine books. No, these clients send over files at the end of the year with missing data, or drop off boxes of receipts, invoices, and who knows what else, and it becomes the firm's responsibility to sort through the irrelevant, analyze the data, and prepare the return. Then, after receiving their return (and paying the bill), the client disappears – only to repeat the cycle next year.

Topics: Growth Client Accounting Advisory Services Outsourcing Remote Staff Workflow & Productivity Enablement featured