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Web Seminars

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

Recorded: Wednesday, October 19, 2011

Speaker:
Glen Keenan, CPA, President, XCM Solutions

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Workflow automation is a concept that has moved beyond tax to apply more broadly to all processes in a public accounting firm or corporate finance department. But, just what impact does it have in the audit department? 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.

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.

 

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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