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XCM Consulting Delivers Turnkey Solution for Small Firms

Thursday, December 12, 2013   (0 Comments)
Posted by: Jon Hubbard
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Braintree, MA, Dec. 11, 2013 – XCM Solutions, LLC, the leading provider of cloud‐based workflow

management software for the accounting profession, today announced a turnkey solution for firms with fewer than 20 employees that helps them leverage industry best practices for the company’s XCM workflow software. The new program packages implementation, training and consulting services to help firms with limited internal resources go live on XCM in two weeks or less.

Firms interested in learning more about this new offering are invited to attend a free informational
Webinar on Tuesday, Dec. 17 at 2 p.m. EST (11 a.m. PST).

"I've heard it said that small firms don't really need a full workflow system ‐ that an all‐in‐one system with tracking capabilities is 'good enough'," said Jeff Seargeant, CPA, Partner at Kaufman & Seargeant, CPA's. "I couldn't disagree more. We had used a tracking system in the past, then we adopted XCM about four years ago and now we use it to manage all of our tax and client accounting service processes. XCM is an important tool for us, as we embrace new practice models and focus on delivering higher value service to our clients.”

The XCM Consulting team works with the firm to configure the XCM site using best practices for all project types, customize the site according to firm specific needs, and provide live and on‐demand training options for convenient, role‐specific training.

"The XCM software has always been highly scalable – meeting the needs of sole practitioners right up to Top 10 firms,” said Mark McAndrew, Director of Consulting Services, XCM Solutions. "However, smaller firms tend to have more demands on their internal resources that can inhibit their ability to effectively implement and utilize new products quickly. We’ve developed a program based on the best practices we’ve amassed over the last ten years to help them take advantage of an efficient digital workflow immediately.”

XCM Consulting is led by a seasoned team of professionals with deep experience running process improvement and technology projects for national and regional accounting firms of all sizes. In addition to delivering project management and implementation services to new clients, the consulting team also works closely with current XCM clients to help them maximize their use of the software through services including XCM performance assessments, expanding service line utilization, resource and calendar-based scheduling, tax and accounting service outsourcing, and integration services.

XCM leverages interactions with firms of all sizes to develop industry best practices, which is extended to clients as part of the ongoing service provided by XCM Consultants. Site assessment services are provided to clients as an annual value added service at no charge, and best practice offerings are available to clients on request and cover a wide range of workflow topics.

Designed by CPAs for the accounting profession, XCM is an intuitive, cloud‐based application that automates and standardizes processes for completing work throughout the firm and in all departments, including audit, tax, consulting and human resources. XCM is the only standalone work‐management solution for the entire firm, and was selected by the AICPA as its preferred provider for firm‐wide workflow solutions, joining CPA2Biz’s Trusted Business Advisor Solutions platform.

About XCM Solutions, LLC

Founded by CPAs, XCM Solutions, LLC provides accounting firms with cloud‐based workflow
management solutions that increase efficiency, productivity and profitability. The company’s
management team has drawn on its extensive experience in public accounting and clear understanding of the paper‐driven workflow issues facing the profession to develop technology that addresses those challenges.

XCM’s customer‐guided development process has helped the company continuously raise the bar for business process automation solutions for the accounting profession. The award‐winning XCM™workflow management software has become a key piece of the technology equation for firms of all sizes re‐engineering paper‐based processes as they move toward a paperless environment.

In 2010, CPA2Biz, a subsidiary of the American Institute of Certified Public Accountants (AICPA), and XCM Solutions formed a strategic alliance to bring the XCM workflow management software into CPA2Biz's Trusted Business Advisor(SM) Solutions cloud computing platform. For more information, visit

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