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.
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.
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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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.