Technology is rapidly advancing in our everyday lives as well as in our professional careers, but finding the solutions that have the greatest impact on productivity and, ultimately, profitability can help a firm thrive.
Accounting firms now have a bundle option that combines accounting firm workflow software with client on-boarding and consulting services.
Improving workflow by streamlining engagements and following best practices is a continuing effort for successful accounting firms, but implementing workflow management solutions has often been a challenge for smaller firms. This is because they often lack the internal resources and staff to perform and manage the implementation process.
XCM Solutions, LLC has announced that it achieved record sales results for the first half of the company’s 2014 fiscal year with new growth of 103% over the same period last year. XCM is a provider of cloud-based workflow management software for accounting professionals.
Accounting marketing expert Kim Hogan has joined the Intuit Accountant and Advisor Group, effective immediately. She joins Ray Barlow and David Bergstein, CPA.CITP, who Intuit announced joined the team earlier this month.
Berdon, LLP recently announced changes to its workflow management systems in efforts to streamline its tax processes and scheduling.
XCM Solutions, LLC announced today the appointment of Mike Sabbatis to the XCM Solutions Board of Directors. Sabbatis will help execute XCM’s growth strategy to meet demand for workflow management solutions.
A little pre-tax season planning and preparation can go a long way.