CPA - medium firm
Other
This session will cover the benefits firms experience when using work-flow systems. You will learn how your firm can easily track agency notices to ensure that due dates are not missed. We will discuss the latest technologies used to become a "digital" firm. We will explore methods that improve efficiency and increase billable time while improving the way we track tax workflow and its related events. 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.
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Discover ways to streamline workflow, reduce costs and increase efficiencies both during and after tax season.
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Learn how Practice Management software can eliminate missing due dates, including IRS notices and provide a bullet proof methodology for every step in your process.
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Find out how to digitize every part of your workflow which will reduce data duplication and staff data entry.
Michael, FL
"Thank you, as much as I enjoyed, this necessary area has always been a hard sell to clients, as many believe this is just part of a practitioner being associated with their tax return and in all situations mentioned above, always difficult sell to client that this is an "extra service" to pay for. This topic is good that it was addressed as something extra, which clients should see as an added value."
Clifton, MD
"The webinar was done quite well. Explanations were thorough and the presentation was well put together."
Arlene, GA
"I enjoyed this topic and found to material to be effective for future implementation."
Theresa, SC
"The presenter was very knowledgeable and had some good ideas that he shared."
Shiva, NJ
"It was a really informative session with a practical demo that was helpful"
Sheila, IL
"This webinar was very informative in tracking notices more effectively."
Noris, MO
"This webinar was an helpful eye opener thanks, Noris out of Missouri"
Gerald, MO
"EXCELLENT PRESENTATION. UP TO DATE AND ON POINT."
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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