CPA - medium firm
Other
A clear view of your firm's activities and key metrics is critical to running a sustainable and successful firm. Have you ever wondered how you can streamline your operations? Would you like to be more agile in your processes? We will discuss key firm management processes with an experienced practice management implementation consultant with 10+ years of experience helping firms.
Here are some of the topics we'll discuss:
- Finding and fixing bottlenecks — how to analyze your current processes and tips to eliminate bottlenecks.
- Reducing search time — centralized information is key to developing a proactive approach towards client management.
- Providing staff feedback — a firm’s staff is their most valuable resource, so evaluating, growing, and rewarding staff is critical.
Linda Bullwinkle (Linda Bullwinkle Financial Services LLC dba Financial Fitnes)
"Very good speakers! I felt they were experienced with the problems facing efficiency in an office and presented the solutions credibly without 'selling'."
Cynthia Gardner (Jim Gardner and Company)
"IT WAS NICE TO HEAR OF WAYS TO FIGURE OUT WHERE YOU ARE GETTING BOTTLE NECKED AND THAT I AM NOT THE ONLY ONE TRYING TO FIGURE OUT HOW TO FIX THE ISSUE."
MARYBEL GOMEZ (A WISE GROUP)
"Like the enthusiastic way of sharing knowledge"
Vivian, AZ
"This was an awesome eye-opener, exposing us to the benefits of using Practice CS. By looking at the pricing, I don't think that it's a bad deal at all considering all it can do for our firm."
Kathryn, CA
"Good suggestions for streamlining processes and overcoming roadblocks to running an effective business."
rhett, CA
"Great job. Started and ended on time. Quick and concise."
Valarie Law (Valarie Law, CPA)
"The seminar was excellent and very informative. The presenters were also very knowledgeable."
Daniel Hugo (Accounting & Tax Services)
"I enjoyed the webinar. Clearly, having an effective CRM makes a significant difference."
Christie Johnston
Thomson Reuters
Product Manager, Practice Management
christina.johnston@thomsonreuters.com
(734) 388-3042
Christie Johnston has been with Thomson Reuters for more than 15 years. She focuses on helping firms manage their tax and accounting practice with applications that focus on document management, time, billing, and project workflow. Christie has worked in several areas within Thomson Reuters including: Product Support as a Practice CS Lead, Training and Consulting, and currently with Product Management. In her spare time, Christie enjoys spending time with her husband and two daughters, and actively volunteering with the Girl Scouts of America.
Fern Topiol
Thomson Reuters
Technical Consultant
fern.topiol@thomsonreuters.com
(646) 223-4000
Fern Topiol is a Technical Consultant for Practice CS at Thomson Reuters. She is responsible for providing training and consulting for the company’s practice management software. Fern’s prior experience with Thomson Reuters includes acting as a technical trainer for Practice CS, GoFileRoom, and FirmFlow. She was also a software solutions administrator of time and billing software as well as GoFileRoom and FirmFlow at a Top 25 accounting firm.
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