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Addvaluethroughoutsourcing xcm

HOW TAX AND ACCOUNTING PROFESSIONALS CAN ADD VALUE THROUGH OUTSOURCING

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 11, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this session you will learn how outsourcing your tax return preparation can add value to your firm, your clients, and to your staff.  Outsourcing has become a viable business strategy for accounting firms.   Utilizing outsourced services From XCM/Xpitax firms are able to transfer low-impact, repeatable processes from existing staff to our outsourced team. Leveraging the skills and expertise from Xpitax can dramatically increase your firm’s ability to add value by freeing up staff time to focus more on client-facing activities. 

Learning Objectives

  • How outsourcing worked - internal/external.

  • Logistics of outsourcing.

  • Client communication/client reaction.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Harris

XCM Solutions, LLC
Director, Outsourcing Operations
[email protected]
(781) 356-5152

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David Harris, EA, is the director of outsourcing operations for Xpitax, LLC providing cross-team coordination for all tax work. He has over 10 years of experience managing public accounting teams. David's primary role is to ensure quality compliance, facilitating client-team collaboration and overseeing training of the India accountants. David's strong background as a tax professional managing diverse teams at a large, national public accounting firm, makes him uniquely qualified to serve as the primary liaison between Xpitax’s U.S. clients and India-based professional staff.

Prior to joining Xpitax, David served as a tax manager at a Top 10 Boston-based firm for 13 years. His areas of expertise span tax, accounting and consulting services for real estate, manufacturing, architect engineering, retail and high net worth clients. In addition to tax compliance, he was responsible for onboarding and developing internal training programs for new hire orientation, quality control and technology strategy. David also provided oversight for the internal tax operations, working to enhance internal procedures, monitor workflow processes, and implement new tax applications.

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Ray Barlow

Wolters Kluwer Tax & Accounting
Director of Operations
[email protected]
(847) 580-5000

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Senior Sales and Business Development Executive consistently successful in driving new business, increasing market share, leading sales teams, creating programs, developing strategies, implementing changes, and managing key account relationships to generate long-term revenue growth. Successfully combines astute strategic, business, technology, and leadership competencies to deliver strong financial results and profitable growth throughout competitive markets. Mentor and leader of experienced salespeople; able to build new teams while personally cultivating key accounts. Strong public speaking skills and ability to motivate energize and lead to success. Recognized as an articulate and persuasive change agent whose recommendations, actions, and leadership enhance employee morale and client loyalty.

About Our Presenter

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XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work—within all departments, across multiple offices.

It's an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. XCM manages millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work.

Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people.
XCM is the only productivity enablement and workflow platform endorsed by the AICPA, and complies with the controls and applicable criteria of the AICPA Trust Service Principles.