Strategic Decision Maker

Strategic Decision Maker Challenges

As a strategic decision-maker, you look for ways to improve accuracy, increase retention, create forecasts, and improve realization rates—all while reducing the risk of penalties. You need to be able to forecast profitability, and you need accurate data to ensure your goals are realistic.

Your calendar is booked solid with meetings—leaving you with less time than you’d like for high-value activities. Sometimes it seems like there isn’t enough time in the day to review everything you need to see.

XCM Is Productivity, Simply Enabled™

XCM productivity enablement gives you instant, real-time access to the data you need to make strategic decisions.

XCM lets you design transparent, highly visible, and clear processes for producing budgets, forecasts, and reports. It also builds key controls and signoffs into the process, reducing the potential for errors and decreasing your compliance risk.

With a laser-focused view of what’s happening, you have more time and confidence to build your strategy, with the assurance that you can count on high-quality, on-time deliverables.

Benefits for Strategic Decision Makers

Visibility

Gain a management-level view across the tools you use to manage client transactions with dashboards that deliver real-time visibility to your work.

Accountability

Increase accountability by ensuring all due dates are met, and give your staff the confidence that nothing will slip through the cracks thanks to XCM.

Flexibility

Enable smooth transitions from one resource or department to the next, providing transparency to your organization's changing deliverables.

Control

Take control of your work via XCM's real-time view of all work in progress at the individual, departmental, office, and/or firm-wide level.

Productivity

Assign work based on role, skill level, work assigned, work anticipated, budgeted, and remaining hours to more efficiently and effectively manage team productivity.

Visibility

Gain a management-level view across the tools you use to manage client transactions with dashboards that deliver real-time visibility to your work.

Accountability

Increase accountability by ensuring all due dates are met, and give your staff the confidence that nothing will slip through the cracks thanks to XCM.

Flexibility

Enable smooth transitions from one resource or department to the next, providing transparency to your organization's changing deliverables.

Control

Take control of your work via XCM's real-time view of all work in progress at the individual, departmental, office, and/or firm-wide level.

Productivity

Assign work based on role, skill level, work assigned, work anticipated, budgeted, and remaining hours to more efficiently and effectively manage team productivity.

Benefits by Work Type

XCM lets you streamline accounting workflow and standardize your processes for reoccurring weekly, monthly, quarterly, and annual accounting functions. It automates processes to provide unparalleled visibility, clarity, and accountability. Reduce burnout by enabling staff to work more efficiently and effectively—and gain control over your practice via a real-time view of work in progress at the individual, departmental, office, and/or firm-wide level.

Click below to learn how XCM can simplify your other tax, finance, accounting, and audit functions:

Tax

Accounting/CAS

Finance

Audit

Benefits by Solution

XCM helps users maximize resource utilization and efficiency. It simplifies project tracking, and enables flexible process management at the individual, departmental, office, and/or firm-wide level. XCM collects data on your processes, tasks, and projects and delivers actionable intelligence you can use to compare performance year-over-year, and to more effectively manage day-to-day activity.

Click below to learn how XCM can be part of the solution for your firm or tax department:

Resource Utilization

Project Tracking

Process Management

Actionable Intelligence

The Trusted Solution

XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

Xpitax Customer Testimonial: Amy Grant, CBIZ MHM, LLC

XCMworkflow Customer Testimonial: Sandi Holtzman, Jamestown

XCMworkflow Customer Testimonial: Jim Bourke, Withum

Xpitax Customer Testimonial: Harvey Susnick, Berdon, LLP

Xpitax Customer Testimonial: Claudette Stephen, Windham Brannon

Xpitax Customer Testimonial: Jeff Seargeant & Gregg Kaufman, Waypoint Solutions

Xpitax Customer Testimonial: Mary Beth O’Mahoney, Schulman Lobel, LLP

Xpitax Customer Testimonial: David Schneyman, Friedman, LLP

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