7 Key Benefits When Using Practice Management Solutions

Tuesday, May 20, 2014 | 2:00 PM ET | 1:00 PM CT | 12:00 PM MT | 11:00 AM PT

Learn how a firm's value is increased when practice management solutions are employed.

Discover how your team can provide exceptional client service

Explore methods that improve efficiencies and increase billable time

This class will cover the benefits firms experience when using Practice Management Solutions. We will discuss the latest technologies used to become a digital firm. We will explore methods that improve efficiencies and increase billable time and learn how a firm's value is increased when practice management solutions are part of your firm. You will discover how to conquer implementation concerns, how to create new policies and get staff buy in. In addition you will discover how your team can provide exceptional client service when fully utilizing practice management solutions.

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:
 
Gail Perry Gail Perry, Editor-in-Chief, CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor's degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team. 

Michael Giardina Michael Giardina, CEO, Office Tools Professional

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 sponsors for supporting this educational session:

Office Tools Pro

Office Tools Professional, the provider of Practice Management Software Solutions, Practice Management conferences and publisher of "My Office Today" magazine, has received the 2013 Readers' Choice Award in Workflow and the K2 Enterprises Quality Award in Small CPA Firm Solutions for the third consecutive year. For more information visit www.officetoolspro.com.

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: www.learningmarket.org. For more information regarding administrative policies please contact Isaac O'Bannon at 800-547-7377 x2110.

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