CPA - medium firm
Other
We all need to constantly review how our firms are managed. One key to success is finding new ways to work more productively. To do that requires finding the right technology tools and best practices that meet the needs of the firm and its clients. When we find the right combination, increased profits, less stress and fewer hours worked lead to a greater work-life balance. All of this can be realized without sacrificing firm success or profit.
Finding the methods and technologies that best fit an evolving firm’s workflow is a huge part of the equation. Join us as we explore the 10 keys to create firm success.
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Learn how a firm’s selling value is increased when practice management solutions are employed.
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Discover how your team can provide exceptional client service while spending less time in administration.
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Explore new technology and methods that improve efficiencies and increase billable revenues.
Philip Phares
AbacusNext
Director of Education
pphares@abacusnext.com
(888) 667-8440
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.
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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