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Jason Goldfinger

ImagineTime Inc
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

Archived Webinars Offered

TECH TIPS FOR SMALL FIRMS TO IMPROVE CLIENT SERVICE YEAR ROUND

Date RecordedAugust 11, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

FREEDOM AND FLEXIBILITY: THE BENEFITS OF A VIRTUAL OFFICE

Date RecordedJuly 17, 2017  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

HOW TO ENABLE YOUR EMPLOYEES TO BE MORE EFFICIENT

Date RecordedJuly 10, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

TOOLS TO STREAMLINE YOUR PROCESSES

Date RecordedJune 15, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

BEST PRACTICES FOR CLOUD-BASED FILE SHARING

Date RecordedMay 15, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner    

LEARN ABOUT THE SECURE, SIMPLE SOLUTION FOR ACCOUNTING FIRMS OF ANY SIZE

Date RecordedMay 4, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

HOW TO DELIVER EXCEPTIONAL CUSTOMER SERVICE EXPERIENCE

Date RecordedFebruary 15, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner    

HIPAA: WHAT YOU NEED TO KNOW IF YOU HAVE CLIENTS IN THE HEALTHCARE INDUSTRY

Date RecordedJanuary 12, 2017  CostFREE  Course Length1.5 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner    

GET READY FOR BUSY SEASON WITH SHAREFILE'S NEWEST FEATURE

Date RecordedDecember 12, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm    

YOUR DOCUMENT MANAGEMENT SOLUTION

Date RecordedDecember 6, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner    

THE PATH TO PAPERLESS - MUCH EASIER WHEN YOU PICK THE RIGHT PARTNER

Date RecordedOctober 20, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner    

GET THE MOST FROM YOUR DOCUMENT MANAGEMENT SYSTEM

Date RecordedOctober 11, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

3 WAYS TO TRANSFORM YOUR PRACTICE WITH DOCUMENT AUTOMATION

Date RecordedJune 28, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other