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OPENING KEYNOTE: THE PRACTICE MANAGEMENT LIFECYCLE

OPENING KEYNOTE: THE PRACTICE MANAGEMENT LIFECYCLE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Mike has spent the last 20 years working with small and mid-sized firm's evaluating what works and what doesn't when it comes to firm management. During that time, he has become acquainted with the policies, procedures and processes of some of the industry’s most successful firms. With this knowledge, and his vast software experience, he has developed the Practice Management LifeCycle™ to help firms excel financially, reduce costs, and create a stronger work/life culture. This process combines practice management concepts, best practices and software implementations that have transformed thousands of accounting and tax firms. Join Mike as he presents the keys to successful firm management, the core of which is his trademark Practice Management LifeCycle ™ concept.

Learning Objectives

  • Discover how reviewing your current workflow can help create a productive environment, improve work life balance and increase profits.

  • Learn why the Practice Management LifeCycle is mission critical to modern firms who want to reduce firm database by integrating more firm processes, integrating software and implementing new technologies.

  • Find out how to create a better work/life balance and increase the value of your firm when considering selling your practice.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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.