When was the last time you took a good, hard look at how you’re pricing accounting services? Many clients are now demanding upfront pricing, using that information to shop for the lowest fees, identify which firms offer more for the dollar, and weed out the compliance-focused providers from the value-added advisors.

Changing client demands, advancements in technology, and increased competition are giving rise to a new normal in pricing methods within the profession. Firms looking to remain competitive and relevant must rethink how to price accounting services.

Check out this webinar summary to learn from XCM Senior Product Owner Mike Albrecht, PMP, the business case for project management and project management methodologies you can take back to your department.

While we've all been adjusting to the effects of COVID-19, firms that had previously migrated to cloud technology and implemented workflow technology tools have fared much better during the pandemic. According to Mike Sabbtis, XCM's CEO, those firms who invested early into tools that supported remote and flex work adapted to minimal disruptions, or may have even experienced productivity increases.

What does your work from home disaster preparedness kit look like? Have you considered what you’ll need to stay productive during this years’ hurricane, wildfire, and winter storm seasons? 

Workflow doesn’t just virtually eliminate the need to manually move files, provide instant access to customer information and project deadlines, or control essential processes. 

Workflow takes each of these benefits and makes them work together to position your organization in a future-facing direction. 

Workflow is essential to promoting growth, and if you don’t have a workflow and productivity and enablement solution, you need one.

Customer service is a critical component of any successful organization, especially in times of turbulence and unexpected change. Whether you have a dedicated team, or everyone is customer-facing, these are four ways that organizations can support their customers, as recommended by XCM’s five-star services team.

Read the full XCM blog post here.

There seems to be an assumption that workflow is plug and play; purchase a workflow solution, install it, and voila! Instant productivity increase. But are you achieving maximum ROI on that workflow if you aren't customizing it?

Read the newest XCM blog post here to learn more about why workflow customization matters.