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Introduction to Firmtamer Practice Management Software: Live Demo

INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 20, 2023
Date OfferedNovember 7, 2023
Expiration DateNovember 7, 2024
Course Description

In this course, you will see a demonstration of FirmTamer, a practice management software created by CPAs to meet the needs of CPAs. FirmTamer is an affordable, easy-to-use program with the tools you need to save time while billing more. It offers time tracking, task management, billing and online payment processing, reporting and analytics, and QuickBooks integration. 

Learning Objectives:


  • Identify ways that FirmTamer can save time in your workday

  • Define how FirmTamer can help your firm bill more 

  • Recognize tools in FirmTamer that can increase your team’s productivity 

  • Determine how to sign up for a free trial of FirmTamer



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:02:59 minutes
QUESTION 2: 0:26:16 minutes
QUESTION 3: 0:30:34 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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After graduating Magna Cum Laude with his BS and MS in Accounting from the University of North Texas in 1988, Kevin worked for the international accounting firm of Ernst & Young as an auditor. During his time at Ernst & Young, he earned his license as a Certified Public Accountant. After working in a small bank as an Investment and Banking Officer, Kevin spent the next 20+ years serving on the staff of two large churches. During this time, he also earned his MBA in Finance from the University of North Texas. Kevin began working at Coburn & Walker CPAs, PC in 2017, and he became a partner in Coburn, Chessher & Walker CPAs, PC in 2020. In 2021, he co-founded FirmTamer practice management software along with Jerry Walker.

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Jerry Walker, CPA

FirmTamer
Co-Founder
jerry@firmtamer.com
(833) 347-6826

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After graduating Magna Cum Laude from Texas Wesleyan University in 1991 with a B.B.A. in Accounting, Jerry Walker worked for the international accounting firm of Coopers & Lybrand. He served as a financial statement auditor, an information systems auditor, and computer consultant. During his tenure with C&L, he received his license as a Certified Public Accountant and Certified Information Systems Auditor. Later, he served as a tax preparer and computer consultant for a local accounting firm. In 1996 he started his own firm to provide solutions for small businesses and tax preparation for individuals. Since 2010, Jerry has been designing and refining the FirmTamer practice management software to meet the needs of his own firm. Along with Kevin Chessher, he co-founded FirmTamer to begin offering it to other firms in 2021.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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FirmTamer was founded over 25 years ago by a CPA who recognized the challenges of growing an accounting firm. After years of experience, it became clear that while the accounting work itself was not the real challenge - running the business and managing its growth was.

This in-house time and billing software was born out of that struggle to better manage the firm. It later evolved into a hub for the firm's operations, helping to prioritize tasks, capture billable time, streamline invoicing, and better evaluate staff performance.

Today, FirmTamer is adapting this software into a cloud-based solution to help other CPA firms manage their growth.