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Successfulfirm thomson

HOW TO RUN A SUCCESSFUL FIRM THAT DELIGHTS CLIENTS AND STAFF

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 31, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaManagement Services
Course LevelBasic
Course Description

A clear view of your firm's activities and key metrics is critical to running a sustainable and successful firm. Have you ever wondered how you can streamline your operations? Would you like to be more agile in your processes? We will discuss key firm management processes with an experienced practice management implementation consultant with 10+ years of experience helping firms.

Here are some of the topics we'll discuss:


  • Finding and fixing bottlenecks — how to analyze your current processes and tips to eliminate bottlenecks. 

  • Reducing search time — centralized information is key to developing a proactive approach towards client management.

  • Providing staff feedback — a firm’s staff is their most valuable resource, so evaluating, growing, and rewarding staff is critical.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Christie Johnston

Thomson Reuters
Product Manager, Practice Management
christina.johnston@thomsonreuters.com
(734) 388-3042

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Christie Johnston has been with Thomson Reuters for more than 15 years.  She focuses on helping firms manage their tax and accounting practice with applications that focus on document management, time, billing, and project workflow.   Christie has worked in several areas within Thomson Reuters including: Product Support as a Practice CS Lead, Training and Consulting, and currently with Product Management.  In her spare time, Christie enjoys spending time with her husband and two daughters, and actively volunteering with the Girl Scouts of America.

Fern Topiol

Thomson Reuters
Technical Consultant
fern.topiol@thomsonreuters.com
(646) 223-4000

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Fern Topiol is a Technical Consultant for Practice CS at Thomson Reuters. She is responsible for providing training and consulting for the company’s practice management software. Fern’s prior experience with Thomson Reuters includes acting as a technical trainer for Practice CS, GoFileRoom, and FirmFlow. She was also a software solutions administrator of  time and billing software as well as GoFileRoom and FirmFlow at a Top 25 accounting firm.
 

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.