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Article by Mike Giardina called "Collaboration and Mobility Collide."
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10keys

10 KEYS TO SUCCESSFUL FIRM MANAGEMENT

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 3, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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.

Learning Objectives

  • Find out what differentiates a successful firm from a surviving firm.

  • Explore new technology and methods that improve efficiencies and increase revenues.

  • Discover how your team can provide exceptional client service while spending less time in administration.

  • Learn how a firm’s selling value is increased when practical solutions are employed.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Giardina

OfficeTools
EVP of OfficeTools Product

(661) 794-2220

Officetools

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.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.