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Case Studies

Please take a few minutes to download and read the following success stories from accounting firms that have already discovered the value and merits of XCM to manage and optimize their firm's workflow. To request one or more of the free case studies listed below, please fill out the short online form. You will then receive an email with links to download any of the case studies listed here. All case studies are in Adobe Acrobat PDF format.

New! Bordeaux & Bordeaux
Bordeaux & Bordeaux, a small-sized firm based out of Charlotte, N.C. faced challenges that most small firms face including staffing, tax seasonality, how to create client value and increase revenue. With the seasonal nature of tax work, which dictates most small firms’ revenue cycle, the firm had to evolve its offering in order to build longer term client relationships that would allow for a continuous revenue stream. Learn how the partners' entrepreneurial spirit led them down the digital path, opening new doors for higher value client service, a consistent revenue stream, and greater growth.

New! Berdon: Success with a Summer Software Strategy
Berdon, LLP is a top CPA and advisory firm with nearly 400 professionals and staff at offices in New York City and Jericho, Long Island. Berdon initiated a project with a goal of standardizing the firm’s entire tax practice on a single workflow solution. This effort was no small undertaking in a firm that prepares more than 10,000 tax returns annually. After learning more about the XCM workflow system and how it would empower them to work digitally, the firm implemented XCM in just three weeks.