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This methodology session will provide in-depth guidance and direction when reviewing and implementing workflow in an accounting practice. In addition to mapping out and discussing the Practice Management Lifecycle, we will discuss the critical stages of workflow to further help you develop and maintain peak process efficiency.
Offices attribute their struggles to a single cause,& if they can just figure out that one thing, everything will be perfect but the problems most offices face are far more complex. When they step back & look at the entirety of their Office Workflow, their “Practice Management lifecycle”, new opportunities for efficiency appear
Phil has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. A small business owner, he began working with OfficeTools in 2010 as an IT consultant and support technician. He’s been integral to the design and development of the current OfficeTools products and speaks regularly at national summits and conferences.
As the Director of Education, he runs the Training and Education Department, imparting the skills he’s learned from consulting, training and implementing practice management best practices in firms across North America to the next generation of technology educators.
A scuba diver, an off-road enthusiast and a father, Phil has had many adventures that have taken him to some of the most beautiful locations on Earth, always with his wife by his side.
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT.
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
MY-CPE LLC (Sponsor Id#: 143597) 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.NASBARegistry.org.