Ims-Financial videos

How to turn disruption into opportunity

Scott Adair, CPA, CGMA, CFO for the Rochester-Genesee Regional Transportation Authority in New York, discusses how to be flexible when temporary changes arise.

Tips on training seasonal staff

Glen Keenan, president of XCM Solutions and Xpitax, explains why training season staff about your particular firm’s processes is vital to success.

How to find seasonal staff

Glen Keenan, president of XCM Solutions and Xpitax, offers tips for successful seasonal staffing, including focusing on training and bringing the staff in early.

The myths of outsourcing

Glen Keenan, president of XCM Solutions and Xpitax, untangles commonly held myths that discourage firms from outsourcing.

The benefits of outsourcing returns

Glen Keenan, president of XCM Solutions and Xpitax, presents two chief benefits of outsourcing returns—improved client service and saving time at your highest billing rates.

Best practices for outsourcing returns

Glen Keenan, president of XCM Solutions and Xpitax, discusses how communication, education, and formalizing your strategy will help you start and build your outsourcing program.

What is cognitive technology?

Marc Macaulay, Cognitive Technology Audit Leader at KPMG, introduces the idea of cognitive technology and why it’s important.

Simple steps to boost cybersecurity

In this video, Lisa Traina, CPA/CITP, CGMA, Traina & Associates, a CapinCrouse company, explains why organizations should examine their understanding of cybersecurity threats and offers three ways that CPAs can enhance their organization’s security.

How to follow the Yellow Brick Road of tax

In this video, Lauren Kovar, CPA/CITP, CGMA, director of Client Advisory & Strategy for Thomson Reuters, shows how CPAs can navigate their way using the Tax Information and Operations framework.

SPONSORED REPORT

This report details how to establish and maintain employee trust, why expenses can cause unnecessary disengagement, and how to communicate clear, concise T&E guidelines.

QUIZ

Catch these sneaky sound-alike words in your writing

Even professionals who write every day can use the wrong sound-alike word. Refresh your knowledge of common homophones by choosing the right word for these seven sentences.