The New Era of Integrated Firm Management

Join Darren and Mike as they explore the firm critical methods and processes needed when implementing Practice Management software. Within this event, you will discover:

  • Ways to improve firm workflow via client and task tracking
  • How to increase productivity and profitability through better management of client data
  • Better methods of integrating time management, scheduling and document management

 

Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the registration form below.


 

Presented by:

M. Darren Root, CPA.CITP
Darren is the Executive Editor of CPA Practice Advisor, and remains in public practice as the principal of Root & Associates, LLC, in Bloomington, Indiana, and president of his consulting practice, RootWorks. He formerly served on the Board of the AICPA's CITP Credentials Committee and is a former member of the Board of Directors for the Indiana CPA Society. He speaks at dozens of professional organizations each year and frequently serves as a guest lecturer at Indiana University's Kelley School of Business.

 

Michael Giardina
Michael Giardina serves as CEO of Office Tools Professional, which provides Practice Management software, conferences and the My Office Today web and print resources. He is the Chief Designer and Architect of their Practice Management software, currently in its thirteenth year. Previously, Michael owned his own tax practice, provided IT consulting to accounting firms and was employed by multiple tax accounting firms. Prior to this, he worked with CCH Computax for 10 years as a trainer and product specialist. Michael routinely speaks at Accounting & Tax Conferences as well as online seminars on the benefits of technology. Having personally worked with over 400 firms, he continues to consult on office efficiencies and new technologies to improve firm practice management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

 


This FREE online seminar is a continuation of the magazines' mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:


 

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