Philip Phares

Office Tools
Director of Education
philipp@officetoolspro.com
(888) 667-8440
Linked in

Ot_logo-600_color

Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.

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      

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      

Archived Webinars Offered

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    

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    

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