XMI Insights

Our Take on Topics & Trends for Business Success

HR and Accounting Checklists for a Smoother Year-End

Dec 10, 2019

With the holidays fast approaching, it’s easy to get caught up in the busyness of the season—making the rounds at client Christmas parties, closing last-minute deals and wrapping up pending projects before the calendar turns over. Meanwhile, human resources and...

Is Your Employee Onboarding Process Working?

Dec 4, 2019

If you’ve just spent thousands of dollars and several months finding and wooing your next rock-star recruit, you may assume your work is done once the offer letter is signed. Think again. Up to 20 percent of new hires leave their position for another opportunity...

Benefits Enrollment: 5 Ways to Improve Your Process Today

Dec 2, 2019

Fall is a busy time for HR professionals as you plan, communicate and implement benefits enrollment for your employees. The open enrollment season gives employees a chance to choose and change benefits, such as health and life insurance, as well as opt into ancillary...

Beat These 6 Hiring Biases That Could Be Holding Your Business Back

Nov 19, 2019

If strengthening diversity in the workplace is a top priority for your company, it’s vital to discover how hiring biases may be holding you back. Unconscious biases are particularly difficult to pin down and minimize because it's human nature to first “gravitate to...

7 Ways to Reward Employees, XMI Style

Nov 12, 2019

We may be biased, but we think XMI is a great place to work. And a lot of that has to do with the fact that we ask employees to “enjoy the journey, have fun and remember nothing of significance in this world is accomplished alone.” That’s straight out of one of our...

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The Latest From XMI

Training and Development Manager January 16, 2020
5 Ways to Boost Your Recruitment Strategy in the New Year January 14, 2020
HR Checklist for the New Year January 7, 2020

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Brad Shaver

Brad Shaver, Director of Accounting, has spent more than a decade building a career around providing superior client service. Shaver’s approach starts with gaining a deep understanding of his client’s business and builds on that knowledge to create efficiencies, streamline workflows, and leverage technology for process improvements.

As a member of XMI’s leadership team, Shaver is responsible for providing insights on the overall strategic direction of the organization. Additionally, as the director of the client accounting services group he will oversee the division while they continue to scale their operations and expand their footprint in the Middle Tennessee market.

Prior to joining XMI in 2019, Shaver was the Director of Operations for the Tennessee Chapter of The Nature Conservancy, where he provided strategic leadership over both finance and operations. He started his career by spending over five years in public accounting performing financials audits within a variety of industries.

Shaver is married with two children. You can find him spending time in nature; either playing outside with his family, or fishing in the spring and hunting in the fall. He earned an MBA from The University of Notre Dame, an undergraduate degree in Accounting from Miami University of Ohio.

You can email Brad at bshaver@xmigrowth.com.

Daniela Lewis

Daniela Lewis, Vice President of Sales, is a respected, dynamic sales and operations leader with an outstanding track record expanding market visibility, landing profitable local and national accounts, and increasing cash flow and fiscal accountability.

As a vital member of the executive team, Lewis is responsible for the overall sales strategy and direction of the organization, as well as strategic leadership for the sales team.

Daniela brings 14 years of experience in sales and leadership in the education and HRO spaces. Her drive to achieve organizational excellence has resulted in the success and exponential growth for the companies she has worked for and partnered with. Lewis is extremely passionate about the mission of XMI to partner with organizations and provide them with leading HR and Accounting services with an unmatched level of care.

Lewis was born and raised in Los Angeles, California. She spends her time with Dallas, her rescued canine, volunteering her time with children, and you can find her anywhere there is live music or great retail therapy. She earned her MBA from The University of Phoenix- Southern California Campus, and an undergraduate degree in Psychology from California State University-Northridge.

You can email Daniela at dlewis@xmigrowth.com.

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Cloud-Based Accounting

The accounting program you used when starting your business wasn’t built to support the complex reporting needs you have now. Let XMI help you transition to a cloud-based platform that will fit the needs of your company—now and as you grow. Our team is skilled in multiple platforms, including QuickBooks, Sage Intacct, Yardi and Microsoft Dynamics GP.

Our team is skilled in multiple platforms:

Sage Intacct
NetSuite
Microsoft Dynamics GP
QuickBooks Online
Yardi

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Accounting & Bookkeeping

Keep your focus on growth—not on the burden of managing mundane bookkeeping and accounting tasks like bill pay, vendor management, customer invoicing, collections and month-end reconciliations.

Vendor management
Bill pay
Customer invoicing
Collections
Month-end reconciliations
Financial statements

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Risk & Compliance

As your PEO, XMI ensures your compliance with HR rules and regulations, including workers’ comp, EPLI, unemployment, tax filing deadlines and health insurance requirements. And since we’re continually monitoring changes at the state and federal levels, you’ll be one of the first to know about them and their impact on your business.

Workers’ compensation coverage & claims resolution
Payroll Tax withholdings & filings
Employment practices liability insurance
Health Care Reform Compliance (1094-C/1095-C)
FMLA/HIPAA/ERISA compliance
COBRA Administration
Retirement plan administration & fiduciary

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Benefits

Stand out from the competition with an expertly designed benefits package from XMI. Leveraging both deep expertise and long-standing relationships with major carriers, XMI delivers creative, cost-effective benefit solutions that will help you attract and retain top talent.

Health insurance (PPO, HDHPs)
Dental and vision plans
401(k) retirement plans
Employee wellness programs
Long-term care coverage
Life insurance
Employee assistance programs
Cafeteria plans; and more

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Payroll Administration

XMI manages the preparation of payroll, payroll reconciliation and reports, tax filing and deposits, federal and state reporting, and more—all to the highest-level standard of accuracy. An easy-to-use, cloud-based HRIS gives you quick visibility to payroll information when you need it.

Preparation of payroll
Direct deposit and/or paper checks
Payroll reconciliation and reports
Tax filings and deposits
Federal and state reporting
Cloud-based HRIS
Time & Attendance
Web & mobile time/labor management
Reporting & job costing
PTO tracking & accruals
Compensation Analysis

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Risk & Compliance

XMI can help ensure your compliance with HR rules and regulations, including workers’ comp, EPLI, unemployment, tax filing deadlines and health insurance requirements. And since we’re continually monitoring changes at the state and federal levels, you’ll be one of the first to know about them and their impact on your business.

Workers’ compensation coverage & claims resolution
Payroll Tax withholdings & filings
Employment practices liability insurance
Health Care Reform Compliance (1094-C/1095-C)
FMLA/HIPAA/ERISA compliance
COBRA Administration
Retirement plan administration & fiduciary



Benefits

Health insurance (PPO, HDHPs)
Dental and vision plans
401(k) retirement plans
Employee wellness programs
Long-term care coverage
Life insurance
Employee assistance programs
Cafeteria plans; and more



Payroll Administration

Preparation of payroll
Direct deposit and/or paper checks
Payroll reconciliation and reports
Tax filings and deposits
Federal and state reporting
Cloud-based HRIS
Time & Attendance
Web & mobile time/labor management
Reporting & job costing
PTO tracking & accruals
Compensation Analysis

XMI Insights

HR and Accounting Checklists for a Smoother Year-End

Is Your Employee Onboarding Process Working?

Benefits Enrollment: 5 Ways to Improve Your Process Today

Beat These 6 Hiring Biases That Could Be Holding Your Business Back

7 Ways to Reward Employees, XMI Style

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Brad Shaver

Daniela Lewis

Cloud-Based Accounting

Accounting & Bookkeeping

Risk & Compliance

Benefits

Payroll Administration

Risk & Compliance

Benefits

Payroll Administration