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7 KEY BENEFITS WHEN USING PRACTICE MANAGEMENT SOLUTIONS

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 31, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

This webinar will cover the benefits firms experience when using Practice Management Solutions, a software program that supports firms in managing their time and billing. We will discuss the latest technologies used to become a “digital” firm. We will explore proven methods to improve efficiencies and increase billable time and learn how a firm’s value is increased when practice management solutions are utilized. 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 when fully utilizing practice management solutions. A product demo will show you how you can transform your business.

Learning Objectives

  • Learn how a firm’s value is increased when practice management solutions are employed

  • Discover how your team can provide exceptional client service

  • Explore methods that improve efficiencies and increase billable time

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.

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.