3 min read

How to Build a CAS Roadmap for Success: Defining the Menu

By Staff on 2/25/21 12:00 PM

You know that CAS is one of the fastest-growing service lines for accounting firms, and you've gotten firm-wide buy-in for building a CAS practice, but how do you begin? What steps should you take to business a CAS practice that will not only grow, but grow and scale sustainably?

Topics: Client Accounting Advisory Services Outsourcing Remote Staff increasing capacity Client Services
3 min read

Make Profitable Client Accounting Services Your 2021 New Year's Resolution

By Staff on 1/11/21 9:00 AM

This post contains highlights from a December 08, 2020 webinar discussing the bottlenecks that hinder growth in Client Accounting Services (CAS), and what steps are necessary to create more capacity to focus on the growth of your CAS offerings.

Topics: Technology XCM Spotlight Client Accounting Advisory Services Outsourcing Remote Staff
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
2 min read

How to Help Those You Coach Prepare for Success in 2021

By Jackie Flesher, CPA, CGMA on 12/7/20 9:00 AM

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

Topics: Your People Remote Staff Career Coach Mentorship Employee Engagement Coaching for Success
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

8 Questions You Need to Ask When Interviewing Tax Outsourcing Providers

By Ray Barlow on 10/15/20 9:00 AM

Several months ago, firms – and exhausted tax staff – celebrated the end of an extended busy season. However, celebrations may have been a little muted. Many immediately turned their eyes towards extension season and beyond to the looming 2020 busy season. 

As the 2020 tax season begins to ramp up, and Managers and Partners continue to hold tax strategy meetings, the value of utilizing tax outsourcing services often comes up, and with good reason. Firms who utilize tax outsourcing services see an average increase of 8-15% in returns completed during tax season (based on an analysis of firms utilizing XCMworkflow®).

Topics: Growth XCM Spotlight Outsourcing Remote Staff Tax Outsourcing
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

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