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
6 min read

Workflow 101: How to Choose the Right Workflow Solution for Your Organization

By Hillarie Diaz, CPA on 11/30/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement Productivity Enablement Workflow 101
2 min read

Use a Holistic Approach to Actually Solve Your Workflow Problems

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

A common misconception about workflow is that organizations will experience significant productivity gains using a point-solution to target specific pain points. And yes, highly specialized tools such as data collection or tax return tracking can provide some limited benefits. However, the simple truth is that these narrowly focused tools will never provide the same scale of productivity and efficiency gains that a customized, automated, end-to-end workflow and productivity solution can provide.

Topics: Workflow & Productivity Enablement Public Accounting
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
3 min read

The Hidden Costs of Projects

By Hillarie Diaz, CPA on 10/29/20 9:00 AM

Every project has a known or starting cost. Creating a budget is a natural part of any project. However, all too often, additional unexpected costs will creep up, not only within the known project costs but also as opportunity costs and resource costs. These hidden costs can make the difference between success and failure – and between project completion and abandonment.

Topics: The Process Workflow & Productivity Enablement
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
5 min read

Think Progress, Not Perfection: Strategies to Increase Your Capacity

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

At some point, we have all been told to “strive for perfection.” There’s no better grade in school than 100%, and no better ranking on your annual performance evaluation than first amongst your peers. This emphasis on perfection inherent in our culture has historically driven amazing inventions and discoveries. It has also led to truly devastating failures. Perfectionism has its place – it encourages attention to detail, accountability, and quality control. However, left unchecked, the pursuit of perfection can destroy deadlines, derail projects, squash employee morale, unhinge productivity, and completely destroy capacity.

Topics: The Process Workflow & Productivity Enablement Productivity Enablement increasing capacity
7 min read

Impact of Workflow on the New Normal

By Randy Johnston, Executive Vice President, K2 Enterprises on 9/24/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement
3 min read

How to Achieve a Smarter, More Efficient CAS-to-Tax Pipeline

By Hillarie Diaz, CPA on 9/17/20 9:00 AM

When properly executed, Client Accounting Services (CAS) can lay the groundwork for smooth, seamless tax preparation. However, if CAS and Tax teams are not able to collaborate and align on projects, efficiency and profitability suffer — and so does the client experience.

Topics: Client Accounting Advisory Services Workflow & Productivity Enablement Tax Public Accounting
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