CPA - medium firm
Other
This webinar will cover the benefits firms experience when using Practice Management Solutions, a software program that supports firms in managing their time and billing. We will discuss the latest technologies used to become a “digital” firm. We will explore proven methods to improve efficiencies and increase billable time and learn how a firm’s value is increased when practice management solutions are utilized. You will discover how to conquer implementation concerns, how to create new policies and get staff buy in. In addition you will discover how your team can provide exceptional client service when fully utilizing practice management solutions. A product demo will show you how you can transform your business.
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Learn how a firm’s value is increased when practice management solutions are employed
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Discover how your team can provide exceptional client service
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Explore methods that improve efficiencies and increase billable time
Nancy, SC
"This was a very interesting webinar which made me realize that there is so much time that can be saved by going paperless. I was unaware that many companies are currently paperless or moving toward being paperless and I have a long way to go to catch up!"
Kathy, MI
"This was one of the better webinars I have "attended" and it was all due to Michael Giardina. Finally, a presenter who spoke extemporaneously rather than read his slides! He gave great real-life examples and good advice."
Jose, CA
"Very informative and has good utility for a growing practice. The professional image is there and a practical tool indeed relevant to the times."
fred, IN
"YOU GUYS HAVE DELIVERED THE BEST cpe i HAVE HAD IN MY 40 YEARS OF PRACTICE THIS WAS BY FAR AND AWAY THE BEST PROGRAM"
Judy, CA
"Good demo and explanation of Practice Management Software. Very knowledgeable - questions were answered very well"
Louise, SC
"You consistently have knowledgeable and interesting speakers. I enjoy listening and learning with you."
Shirley, FL
"The free CPE is great and the Webinar provides excellent information for firms to improve operations."
Lynne, SC
"I found the 7 Key Benefits When Using Practice Management Solutions webinar to be quite informative."
Michael Giardina
OfficeTools
EVP of OfficeTools Product
(661) 794-2220
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.
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