Michael Giardina

Office Tools
CEO
mikeg@officetools.com
(661) 794-2220
Linked in

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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 Us: 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.

Upcoming Live Webinars

5 TRANSFORMATIONAL TECHNOLOGIES TO JUMP START YOUR PRACTICE

Available Date(s) Tuesday, May 2, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

FOUR THINGS TO KNOW ABOUT PERFECT WORKFLOW

Available Date(s) Tuesday, May 16, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm      

EXPLORE WORKSPACE: MANAGING YOUR ENTIRE FIRM FROM A SINGLE SCREEN

Available Date(s) Tuesday, May 30, 2017
Thursday, July 6, 2017
Thursday, August 17, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

5 TRANSFORMATIONAL TECHNOLOGIES TO JUMP START YOUR PRACTICE

Available Date(s) Friday, June 9, 2017
Wednesday, July 19, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

FOUR THINGS TO KNOW ABOUT PERFECT WORKFLOW

Available Date(s) Wednesday, June 28, 2017
Tuesday, August 1, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm      

Upcoming Conferences

2017 ACCELERATE TECHNOLOGY & PRACTICE CONFERENCE

City: Las Vegas
State: NV
Cost: FREE
CPE Credits: 12.0 hours
Subject Area: Specialized Knowledge & Applications
Instructional Method: Group Live
Prerequisites: None
Advanced Preparation: None
Who should attend? Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm

Archived Webinars Offered

10 KEYS TO SUCCESSFUL FIRM MANAGEMENT

Date RecordedOctober 3, 2014  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

5 TRANSFORMATIONAL TECHNOLOGIES TO JUMP START YOUR PRACTICE

Date RecordedDecember 28, 2016  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

6 WAYS TO INCREASE YOUR BILLABLE TIME

Date RecordedDecember 11, 2014  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

7 KEY BENEFITS WHEN USING PRACTICE MANAGEMENT SOLUTIONS

Date RecordedOctober 31, 2013  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

AUTOMATING TAX OFFICE MANAGEMENT

Date RecordedDecember 10, 2015  CostFREE  Course Length1.5 hours  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

EXPLORE WORKSPACE: MANAGING YOUR ENTIRE FIRM FROM A SINGLE SCREEN

Date RecordedNovember 29, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

HOW TO AUTOMATE YOUR FIRM ON A BUDGET

Date RecordedDecember 14, 2016  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

INDUSTRY INTERVIEW: ACCOUNTING FIRMS IN THE CLOUD

Date RecordedNovember 13, 2013  CostFREE  Course Length0.0 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

INDUSTRY INTERVIEW: DAMIEN GREATHEAD ON PORTALS

Date RecordedOctober 28, 2013  CostFREE  Course Length0.0 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

OPENING KEYNOTE: THE PRACTICE MANAGEMENT LIFECYCLE

Date RecordedOctober 29, 2014  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

TRACKING IRS NOTICES AND OTHER RELATED WORK-FLOW

Date RecordedNovember 18, 2013  CostFREE  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other