CPA - medium firm
Other
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.
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Discover five transforming technologies firms need to reach business ownership goals.
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Learn about new software, processes and methods for managing business.
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Find out what some of the latest software tools are and how they help you and your clients business.
Atiq, CA
"The seminar about using "5 transformational technologies to jump start your practice" was great presentation.The presenter had good knowledge and experience about these technologies. By using these new technologies, it will boost your business faster and more efficient and clients will be happy with your fast and professional services.I highly recommend to seek help from CPA academy if needed. Atiq Siddiqi, Crescent Tax Services, Pomona, CA 91767."
Bob, IN
"One of the best CPA Academy webinars that I have attended. The webinar was not focused solely on the presenter's product but, rather, gave very useful info to help evaluate my practice needs and then showed how the sponsor's software could satisfy those needs."
Tangala, GA
"This was an absolutely awesome webinar! Very informative and something that I would highly consider using to update the current technology for the business. Thanks for a wonderful presentation and motivational content."
Sherry, NY
"It was an informative presentation of the workings of most offices. Technology is the moving factor in any firm these days being sole proprietor with no employees or larger firms with many collegues."
Barbara, IL
"Very enjoyable - This presentation does a great job of pulling together the whats, the hows, and the whys of automating your business no matter how long you’ve had your firm!"
Lee, GA
"Very good information. it make me think. There is a lot of new product that make me think of the work flow, Cloud, time billing...etc and how technology changed."
Susan, FL
"I am not in public practice, but much of what was covered applies to almost any work environment. I found the course very interesting and thought provoking."
Arlene, GA
"I found this course topic "5 TRANSFORMATIONAL TECHNOLOGIES TO JUMP START YOUR PRACTICE" to be interesting and useful for business professionals. Thank you!"
Philip Phares
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.
Michael Giardina
OfficeTools
EVP of OfficeTools Product
(661) 794-2220
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.
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