This methodology session will provide in-depth guidance and direction when reviewing and implementing workflow in an accounting practice.
In addition to mapping out and discussing the Practice Management Lifecycle, we will discuss the critical stages of workflow to further help you develop and maintain peak process efficiency.
Define and review the most common workflow processes.
Discuss bottlenecks and frequent inefficiencies in typical workflow methodologies.
Establish new process' and change management techniques to help implement ideal workflow.
AbacusNext
Director of Education
pphares@abacusnext.com
(888) 667-8440
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.
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