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
2 min read

5 Tips for a Successful First Day of Coaching

By Jackie Flesher, CPA, CGMA on 7/6/20 9:00 AM

For the person being coached: If you’ve read my previous blog posts on how to identify and choose a career coach (or mentor), you’re probably wondering how a coaching relationship works in the real world. Here are my top five tips for how to prepare, and what to expect, at your first meeting:   

Topics: Your People Career Coach Mentorship Employee Engagement 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