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Automateyourfirm

HOW TO AUTOMATE YOUR FIRM ON A BUDGET

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 14, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

With the constant change in technology automation is no longer a choice, but has become a mandate. How do firms facilitate change and implement technology on a budget?

With 30 years as an IT consultant to the Accounting industry, Michael Giardina, CEO of OfficeTools, has helped hundreds of firms with automation. This session offers planning tips, budgeting ideas and a look at practical technology that is a must for every firm.

Learning Objectives

  • Learn why firms need to think differently about budgeting, planning and automating.

  • Discover the balance between technology and spending.

  • Find out which technologies are on the top of the list as a must need for every firm.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Giardina

OfficeTools
EVP of OfficeTools Product

(661) 794-2220

Officetools

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.

Linkedin

Philip Phares

AbacusNext
Director of Education
pphares@abacusnext.com
(888) 667-8440

Abacusnext2

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.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.