Growing Your Firm with Help from the Cloud

Tuesday, September 24, 2013 | 2:00 PM ET | 1:00 PM CT | 10:00 AM MT | 9:00 AM PT

When Bill Gaines of Gaines & Company purchased another firm in order to expand his business, he needed a way to bring together the two locations, quickly and easily. Although he never considered himself an early adopter, Bill decided that moving to the cloud was the best choice for the firm. With CCH Axcess™, Gaines & Company successfully connected its two offices, without slow and over-complicated networking workarounds. In this webinar, you will learn how Gaines & Company was able to:

A. Improve efficiency with digital tax preparation and document management.
B. Get up to speed in a matter of days.
C. Minimize software maintenance by automating the update process.

Program level: Basic (no prerequisites required).

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

Register for the webcast using the  registration form at the right.

Presented by:
Darren Root 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.

Bill Gaines Bill Gaines

Bill Gaines is the owner of Gaines & Company, Inc., based in Zachary, Louisiana. Gaines & Company is a full-service accounting firm dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Gaines & Company’s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.


Jerry Connor Jerry Connor

Jerry Connor is a Senior Product Manager for CCH, a Wolters Kluwer business.  He started his career with CCH in 1985 in technical support and progressed through positions in Center Management, Training and Consulting and various responsibilities in Segment and Product Management including Practice, Engagement and Tax.  He currently has Product Management responsibility for CCH Access, the tax and accounting profession's first modular cloud-based tax preparation, compliance and firm management solution.   

Jerry received his Bachelor's degree in finance from Auburn University.  He is certified in Contextual Design and Pragmatic Marketing and currently resides in Savannah, GA.

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 sponsors for supporting this educational session:


CPA Practice Advisor 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: For more information regarding administrative policies please contact Isaac O'Bannon at 800-547-7377 x2110

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