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Free cpe webinars
Scaling Your CAS Practice With Remote Staff

SCALING YOUR CAS PRACTICE WITH REMOTE STAFF

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 7, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

XCM’s Xpitax®️ Client Accounting Services (CAS) Remote Staffing is designed to enable accounting professionals to practice at the top of their licenses by delivering access to highly-trained virtual team members with the technical skills that align with your business needs.

Learning Objectives:


  • Learn how remote staff can help you standardize and automate your CAS practice

  • Discover new ways to improve client service by decreasing turnaround times

  • Observe how utilizing remote staff can improve work/life balance for your team

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.