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
4 min read

Fall is Here: Resources to Help You Succeed in the Current Normal

By Kristin Lopes, SHRM-SCP, PHR on 9/21/20 9:00 AM

As seasons begin to change, and summer starts to give way to fall, many of us are finding areas of our lives are still in flux. The ripple effects of COVID-19 have spread further, and longer, than many of us anticipated, bringing change and uncertainty into many parts of our lives:

Topics: Your People Employee Engagement
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
3 min read

On the Brink of Burning Out? Why You and Your Team Need to Recharge.

By Melissa Miro, CPA on 9/3/20 9:00 AM

It goes without saying that, during the pandemic, finding ways to decompress has been challenging. For many of us, there is no end to the workday, creating an inability to step away, disconnect, and recharge. Our workday almost seems to blend into personal time, and days merge into one another with little room for daily personal tasks we once took for granted. This lack of balance between work and personal life is not healthy – it leaves staff burned out and unable to do their best work.

Topics: Your People Employee Engagement
3 min read

How to Ensure Effective Communication with Different Personalities

By Michelle Walsh on 8/17/20 9:00 AM

Communication is critical to our relationships, whether personal – with friends, spouses, and children – or professional – with peers and team members. It isn’t enough to just communicate, however. I’ve worked in customer-facing positions for over 25 years – starting as a cashier at the local grocery store in high school and summers as a waitress at the local country club – and have learned that effective communication with a customer is 10% the message being delivered and 90% how the message is delivered.

Topics: Your People featured Client Services Customer Service
4 min read

5 Ways to Prepare for Storms When You Work From Home

By Hillarie Diaz, CPA on 8/10/20 9:00 AM

In the wake of Isaias, you’ve likely thought about how to maintain productivity when the power goes out after a storm, as over 2.2 million homes and businesses experienced last week. What about if a snowstorm or wildfire sweeps through and you lose your internet connection? If you are new to working remotely, this may be the first time you’ve thought about what is needed to keep you productive during and after severe weather.

Topics: Your People Lifehack
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
3 min read

Nurturing Your Top Asset

By Mike Sabbatis on 7/16/20 9:00 AM

Cheers! Normally we raise this glass on April 16, but 2020 has been an extraordinary year and celebrating this milestone, though in July, is more important than ever. Taking a moment to celebrate our accomplishments is uplifting and motivating, something that benefits us all.

Topics: Your People Public Accounting Tax Season 2019