xcm cas value delivery

Focusing on Value Delivery with XCM for Client Accounting ServicesPresented by:

Mark McAndrewDirector of Consulting

Profx

Due Date System

DMS

Scheduling

Time & Billing

Misc.

Capital Confirm

Engage-ment Docket

Paychex

Intact Bill.com

TAXOTHER

AUDIT

CAS

TAXOTHER

AUDIT

CAS

TAX

CAS

OTHER

AUDIT

Partner

Capital Confirm

Engage-ment Docket

Paychex

Intact Bill.com

Profx

Due Date System

DMS

Scheduling

Time & Billing

Misc.

AUDIT

CAS

TAXOTHER

XCM Workflow and Process Control

Centralized view of all work firm-wideRemote access to real-time informationImproved accountabilityIncreased efficiency and effectiveness from an automated, standardized processGreater control and quality assuranceWorkload balancing and resource management

Instant Visibility to all Engagements

Quickly search across your practice for task status

Schedule Tasks to Automatically Recur

Automatically schedule routine bookkeeping tasks to create, assign, and notify your resources

Individual Workload Management

Identify, control, and prioritize your current to do list

Request and Collect Source Documents

Know what you collect, what you have collected, and what you need to collect, before starting work

Communicate Requests and Receive Info

Use the information in the system to quickly push the requests for information to your clients

Standardize Process or Procedures

Template your approach to how client specific work is prepared, reviewed, completed

Task Specific Knowledge or Instruction

Consolidate the information collected re: current action required or to reference on prior performance

Questions Related to the Engagement

Know what holds up your progress and respond against it

Task Specific Review Points

Document issues, document resolutions, ensure mistakes do not happen month after month

Workflow Results for the Firm

Instantly know the status of any jobIdentify resource issues or availabilityAutomate the scheduling of routine tasksImmediately react to issues reported by staffAddress concerns before they become a problemLearn from prior mistakes or review pointsSpend time providing services not completing work