2 min read

Skills Needed for Building an Effective CAAS Team

By Roman Kepczyk, CPA, CITP, PAFM on 10/13/20 9:00 AM

With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS (Client Accounting and Advisory Services). Firms will find that there are different skills required to optimize the delivery of advisory services including not only technical and consulting skills but also project management and marketing skills, which requires a team approach.  Does your firm have all the necessary skills covered?

Topics: Growth Industry Client Accounting Advisory Services Cloud Technology Public Accounting
3 min read

4 Things You Need to Consider When Creating a Tax Outsourcing Strategy

By Ray Barlow on 10/5/20 9:00 AM

Having a successful partnership between the firm and its tax outsourcing partner takes more than just luck. It takes preparation and planning, even before the firm starts interviewing potential tax outsourcing companies. For those firms considering tax outsourcing services as part of their strategy, a tax outsourcing-specific plan should be made, as well.

Topics: Technology Growth Outsourcing Tax Tax Outsourcing Success Tax Outsourcing
3 min read

The Future of Audit is Workflow Automation

By Glen Keenan, CPA on 10/1/20 9:00 AM

A common misconception of the audit community has long been that engagement management software is enough to complete a quality audit within the budgeted time.

Topics: Technology Growth XCM Spotlight Workflow & Productivity Enablement Audit & Assurance Future Forward
3 min read

Finding the Next Normal: 3 Ways to Forge the Path Forward

By Mike Sabbatis on 8/31/20 9:00 AM

Three-quarters of the way through the year, most of us are probably confident in saying that we will look back on 2020 as the embodiment of the leadership term VUCA - volatility, uncertainty, complexity, and ambiguity. We have watched industry stalwarts stumble, and have seen remarkable examples of organizations flexing their agility muscle as they collaborated with unexpected partners, tapping into their entrepreneurial spirit.

Topics: Growth Future Forward
3 min read

Productivity Trends and COVID-19: Lessons Learned and a Roadmap for the Next Normal

By Mike Sabbatis on 8/24/20 9:00 AM

The COVID-19 pandemic has had a profound impact on our lives, businesses, and the global economy. Many organizations had to switch to a remote, distributed workforce practically overnight, and business leaders had to quickly re-examine workflow processes, try to maintain department productivity, manage new staff scheduling needs, and assess new ways to service customers. At the same time, employees have faced the new realities of staying home, working in a remote environment, adjusting to new deadlines, and new relief legislation.

Topics: Technology Growth XCM Spotlight The Process Workflow & Productivity Enablement Productivity Enablement Future Forward featured
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

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