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Client Accounting Services Outsourcing: A Catalyst for Growth

CLIENT ACCOUNTING SERVICES OUTSOURCING: A CATALYST FOR GROWTH

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 24, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Learn how XCM’s Client Accounting Services (CAS) Outsourcing can help your firm prepare to take advantage of the fastest growing revenue opportunity in the profession today.  We’ll show how our CAS Outsourcing Service delivers scalability and productivity and how this can help you deliver more value-added services to your clients.  Find out how XCM can connect you with highly-trained virtual team members who can help standardize your Client Accounting Services work and help you grow your CAS practice.

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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.