CPA - medium firm
Other
We all need to constantly review how our firms are managed. One key to success is finding new ways to work more productively. To do that requires finding the right technology tools and best practices that meet the needs of the firm and its clients. Creating the recipe for success also requires building attractive culture and bullet proof infrastructure. When we find the right combination, increased profits, less stress and fewer hours worked lead to a greater work-life balance, the reasons we got into business for. When we create the successful firm we experience the promised benefits of ownership than not only leads us to greater financial opportunities, but creates future value and a transition plan. Join Michael Giardina as he explores the 10 keys necessary to succeed.
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Find out what differentiates a successful firm from a surviving firm.
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Explore new technology and methods that improve efficiencies and increase revenues.
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Discover how your team can provide exceptional client service while spending less time in administration.
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Learn how a firm’s selling value is increased when practical solutions are employed.
Jamie, TN
"This is the most relevant and helpful webinar thus far I have taken! It incorporates and touches on nearly every issue in every business from many prospectives with which I have had or do currently have the experience. Extremely helpful!"
Rosalba, PA
"The webinar was very informative and it followed the outline/objective. I was interested in buying a program such as the one introduced on the webinar to manage my practice more efficiently. Great presentation!"
Debby, KS
"I'm getting ready to file foreign income for a client and I had a general (minimum) knowledge of what to do but this really provided the step by step on applying for the 114. Really a big assist. Thanks"
Violeta, CA
"Thank you for giving us an opportunity to attend a free CPE without going out from our office. It was very informative, I gained additional knowledge to apply on what we are currently doing."
Rick, CA
"The first time I was emersed into the Office Tools program, I was overwhelmed - everything was so new. The more I see the program in action, the more comfortable I am with it."
Jorge, CA
"A very timely and important topic, with many great suggestions for streamlining, automating and refining processes to make them more efficient. A great session!"
Alpha, GA
"This webinar was very enlightening, I'm sure I will put it to use in our practice and will do further research on the software that was presented."
Nadine, TX
"Very interesting webinar. Instructor was very "lively" and easy to stay tuned in to. Showed a lot of excitement for the product."
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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