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.
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.
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.