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.
How outsourcing worked - internal/external.
Logistics of outsourcing.
Client communication/client reaction.
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.
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.
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