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Officetools 5transformational

5 TRANSFORMATIONAL TECHNOLOGIES TO JUMP START YOUR PRACTICE

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 19, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

In our fast paced culture, it’s necessary to leverage the transformational power of technology in order to succeed. This session will identify the core systems, methods and technology that will take your firm from good to great. Without this transformation, your business will never find that next gear where all the long hours pay off and you get to reap the joy and fulfillment of business ownership. Staying in the slow lane is no longer an option, come hear what could be the solution to you need to leverage technology in your firm.

Learning Objectives

  • Discover five transforming technologies firms need to reach business ownership goals.

  • Learn about new software, processes and methods for managing business.

  • Find out what some of the latest software tools are and how they help you and your clients business.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Philip Phares

AbacusNext
Director of Education
[email protected]
(888) 667-8440

Abacusnext2

Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.

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Michael Giardina

OfficeTools
EVP of OfficeTools Product

(661) 794-2220

Officetools

Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.