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 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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