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Self-Study CPE
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Officetools 5transformational


Cost Free   CPE Credits 1.5 hours   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Course Description

In our fast paced culture, it’s necessary to leverage the transformational power of technology in order to succeed. This session will identify the core systems, methods and technology that will take your firm from good to great. Without this transformation, your business will never find that next gear where all the long hours pay off and you get to reap the joy and fulfillment of business ownership. Staying in the slow lane is no longer an option, come hear what could be the solution to you need to leverage technology in your firm.

Learning Objectives

  • Discover five transforming technologies firms need to reach business ownership goals.

  • Learn about new software, processes and methods for managing business.

  • Find out what some of the latest software tools are and how they help you and your clients business.


Philip Phares

Office Tools
Director of Education
(888) 667-8440

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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.


Michael Giardina

Office Tools
EVP of OfficeTools Product
(661) 794-2220

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.