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Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 7, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

Workflow has evolved from the simple due date monitoring systems of the past to congregated, comprehensive office management systems that can organize your entire firm. We are seeing options ranging from stand alone workflow systems to complete firm management systems and the choices are endless. In this session, we will explore why these systems are in such high demand, some of the successful methods used to implement them and how to get your team to embrace the changes necessary to benefit from them.

Learning Objectives

  • Find out what ground work is necessary before you implement new workflow systems.

  • Discover why investigation of the tools available is necessary to insure successful implementation.

  • Learn how to get teams buy in and the continued benefits from a periodic review of a well thought out workflow system.

Not logged

Michael Giardina

Office Tools
EVP of OfficeTools Product

(661) 794-2220

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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.


Philip Phares

Director of Education
(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.

About Our Presenter

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Office Tools is the leading provider of practice management software and resources for firms in the accounting profession. Its primary products, Workspace™ and Workspace™ On-Line, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface. Office Tools also provides the Annual Practice Management and Tech Conference for members of the accounting industry and My Office Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing.