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Self-Study CPE
HOW TO PREPARE A BUSINESS PLAN AND SECURE FINANCING
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MANAGING YOUR STAFF
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CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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Addvaluethroughoutsourcing xcm

HOW TAX AND ACCOUNTING PROFESSIONALS CAN ADD VALUE THROUGH OUTSOURCING

Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

In this session you will learn how outsourcing your tax return preparation can add value to your firm, your clients, and to your staff.  Outsourcing has become a viable business strategy for accounting firms.   Utilizing outsourced services From XCM/Xpitax firms are able to transfer low-impact, repeatable processes from existing staff to our outsourced team. Leveraging the skills and expertise from Xpitax can dramatically increase your firm’s ability to add value by freeing up staff time to focus more on client-facing activities. 

Learning Objectives

  • How outsourcing worked - internal/external.

  • Logistics of outsourcing.

  • Client communication/client reaction.

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David Harris

XCM Solutions, LLC
Director, Outsourcing Operations
david.harris@xpitax.com
(781) 356-5152

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David Harris, EA, is the director of outsourcing operations for Xpitax, LLC providing cross-team coordination for all tax work. He has over 10 years of experience managing public accounting teams. David's primary role is to ensure quality compliance, facilitating client-team collaboration and overseeing training of the India accountants. David's strong background as a tax professional managing diverse teams at a large, national public accounting firm, makes him uniquely qualified to serve as the primary liaison between Xpitax’s U.S. clients and India-based professional staff.

Prior to joining Xpitax, David served as a tax manager at a Top 10 Boston-based firm for 13 years. His areas of expertise span tax, accounting and consulting services for real estate, manufacturing, architect engineering, retail and high net worth clients. In addition to tax compliance, he was responsible for onboarding and developing internal training programs for new hire orientation, quality control and technology strategy. David also provided oversight for the internal tax operations, working to enhance internal procedures, monitor workflow processes, and implement new tax applications.

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Ray Barlow

XCM Solutions, LLC
Sr. Vice President, Outsource Solutions
ray.barlow@xcmsolutions.com
(781) 664-9688

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Ray is Senior Vice President responsible for expanding Client Accounting Services and Tax Outsourcing to our clients across North America. His goal is to help accountants and bookkeepers get closer to their clients and to ensure they remain their most trusted, strategic advisor. His teams innovate and deliver the technology, education, and services accounting professionals need to support their clients.  

With more than 23 years in the accounting industry, Ray has established a track record of success leading sales, marketing, support and operations teams across North America. He brings a deep and broad base of both technical and sales leadership expertise, as well as a deep understanding of the challenges and opportunities for accounting professionals. Throughout his career, Ray has delivered many keynote and workshop presentations demonstrating thought leadership to accounting and bookkeeping professionals. He has also participated in the AICPA Executive Roundtable annual meetings.  

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.