FREE Web Seminars

Originally recorded: November 14th, 2012
Speaker: Jamie Soper, Project Manager/Consultant, XCM Solutions

Let's face it, cramming 40 percent or more of the firm's annual workload into a three-month period is a recipe for chaos. You and your team are working as much as humanly possible, but you still can't seem to get ahead. Learn how XCM can give you greater control over your busy season, helping you and your team work more efficiently and effectively.

Originally recorded: October 17, 2012
Speaker: Jamie Soper, Project Manager/Consultant, XCM Solutions

Your team is lean. You get a lot done with few resources, and everything you do impacts just about everyone in the firm. You manage dozens of processes on a daily basis – new client set-up, proposals, IT projects, marketing and business development efforts, and all manner of HR processes. You keep this place running, and some days that's no small feat. Learn how XCM can help you optimize your processes to help your team work more efficiently and effectively. This information-packed webinar is brought to you by CPA2Biz through its Trusted Business Advisor Solutions program... in partnership with XCM, the firm-wide workflow management tool.

Originally recorded: September 18, 2012

Your clients rely on you. You help keep them in business by worrying about their balance sheets while they focus on the business. You know they value – and pay for – your expertise, not well kept books or pretty financial statements. Those are simply the tools (albeit essential tools) that help you do what you do. Learn how XCM can help you streamline daily accounting work and enable you to focus on the coaching and consulting your clients value most.This information-packed webinar is brought to you by CPA2Biz through its Trusted Business Advisor Solutions program…in partnership with XCM, the firm-wide workflow management tool.

Originally recorded: August 15, 2012
Speaker: Jamie Soper, Project Manager/Consultant, XCM Solutions

In this webinar, we'll take a look at the advantages of workflow for efficiently managing audit processes in a shifting regulatory landscape. You'll learn best practices in internal controls and other measures designed to keep audit costs under control.

Originally recorded: July 24, 2012
Speaker: Jamie Soper, Director of Professional Services, XCM Solutions

In this Webinar, Jamie Soper will demonstrate how you can streamline and automate your tax processes in XCM. You'll also hear best practices for making your tax season run more smoothly and profitably from firms like yours.

Originally recorded: May 10, 2012
Speakers: Dustin Hostetler, Founder and Principal of Flowtivity, LLC
Bill Hamrock, Director of Business Development, XCM Solutions

This Webinar will provide an overview of the Lean and Six Sigma approaches and their application to public accounting firms. Lean Six Sigma Master Black Belt Dustin Hostetler will review examples of "Wastes" and inefficiencies common to firm processes, and share success stories of firms like yours that have implemented Lean Six Sigma. You will also learn three key process changes that you can implement immediately to affect a real and significant impact on your firm's productivity.

Originally recorded: October 19, 2011
Speaker: Glen Keenan, CPA, President, XCM Solutions

In this webinar, we'll take a look at the advantages of workflow for efficiently managing audit processes in a shifting regulatory landscape. You'll learn best practices in internal controls and other measures designed to keep audit costs under control.

Originally recorded: June 21, 2011
Speakers: Rachel Siegel, CPA, Partner, Totaro Totaro & Siegel and Mark McAndrew, Director of Consulting, XCM Solutions

This free webinar will help you learn how to build an efficient and profitable client accounting practice. Learn how one firm has successfully maximized their resources and better served their clients.

Originally recorded: December 3, 2010
Speaker: Glen Keenan, CPA, President, XCM Solutions

With Tax Season just ahead, now is the time to reevaluate the bottlenecks and inefficiencies in your tax workflow and identify ways to streamline or automate the process to make tax season less taxing for you and your firm.

Speakers: Mark Albrecht, CEO, XCM Solutions and Ed Jennings, CEO, Copanion
Originally Broadcast: Tuesday, November 2, 2010

With Tax Season just ahead, now is the time to reevaluate the bottlenecks and inefficiencies in your tax workflow and identify ways to streamline or automate the process to make tax season less taxing for you and your firm.

Recorded: September 22, 2010 - 2:00 p.m. EDT / 11:00 a.m. PDT
Duration: 1 hour
Speaker: Joe Manzelli, CPA.CITP, Fuoco Group

You know that implementing digital technologies will help your practice be more productive and competitive. You've heard that some firms have realized efficiency gains of 50% or more. You also know that going paperless requires significant upfront costs in time, resources, and technology investments. But, what's the best way to approach it? Is an incremental change best, or an immediate affront on how your firm operates that will garner those results? This Webinar will help you better understand the merits of each approach to build a plan that's right for your firm. Going paperless is not a one-size fits all endeavor. Firms vary in culture, size, structure, processes, technology investments, and resources, among other things.