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Web Seminar Archives

Optimizing Workflows to Increase Profitability and Improve Client Service in the Cloud

Originally recorded: October 18, 2013
Speaker:
Roman Kepczyk, Director of Consulting

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Firms need to evolve their internal practices to service clients the way they expect to work in today's digital world.  This means implementing digital applications that will not only transition your own legacy processes to today's digital standard, but also integrating "anytime, anywhere" capabilities so the status of all projects is available on demand.  The solution for many of today's production bottlenecks is to use integrated best-of-breed applications accessible through the cloud. 

In this session, Roman will discuss how you can:

  • Proactively respond to clients evolving needs in order to be the firm of choice
  • Step beyond legacy production processes and use workflow to provide information at your fingertips
  • Identify how to build quality into client interactions, tax preparation, and review processes, to maximize tax production profits
  • Streamline audit bottlenecks with remote access to workflow
  • Leverage cloud accessibility to optimize administrative processes and promote staff retention

Enhance Firm Operations with Lean Six Sigma's Approach to Process Improvement

Originally recorded: August 19, 2013
Speaker:
Dustin Hostetler, Founder & Principal of Flowtivity
Cathy Foley, Director of Client Development, XCM Solutions

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Complimentary one-hour webinar on an overview of the Lean Six Sigma approach to workflow productivity in accounting firms.

Dustin Hostetler, Founder & Principal of Flowtivity, and Cathy Foley, Director of Client Development, XCM Solutions will review inefficiencies common to firm processes, and share Lean Six Sigma best practices for improving operations and identifying opportunities to enhance productivity, increase employee and client satisfaction and firm profitability.

Preparing for a Smoother Tax Season with Automated Workflow

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

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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.

Optimize Your Operations and Internal Processes with Firm-Wide Workflow Software

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

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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.

Elevating Your Client Accounting Services with Automated Workflow, Tuesday

Originally recorded: September 18, 2012

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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.

Automating A&A Workflow for Greater Control, Compliance and Cost Savings

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

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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.

Automating Your Tax Workflow with a Workflow Management Solution

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

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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.

Conquering "Waste" in Your Firm with Lean Six Sigma

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

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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.

How to Make Tax Season Run More Smoothly and Profitably with an Automated Workflow Solution

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

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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.

Making Client Accounting Services Work for Your Firm

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

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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.

Best Practices for Automating Workflow in Your Firm

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

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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.

Powerful Workflow Tools to Make Tax Season More Efficient

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

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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.

Building Your Bullet-Proof Plan for Paperless Practices

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

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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.

 

 

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