Content Provider
Tr pri logo rgb color
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Successfulfirm thomson

HOW TO RUN A SUCCESSFUL FIRM THAT DELIGHTS CLIENTS AND STAFF

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 31, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaManagement Services
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

A clear view of your firm's activities and key metrics is critical to running a sustainable and successful firm. Have you ever wondered how you can streamline your operations? Would you like to be more agile in your processes? We will discuss key firm management processes with an experienced practice management implementation consultant with 10+ years of experience helping firms.

Here are some of the topics we'll discuss:


  • Finding and fixing bottlenecks — how to analyze your current processes and tips to eliminate bottlenecks. 

  • Reducing search time — centralized information is key to developing a proactive approach towards client management.

  • Providing staff feedback — a firm’s staff is their most valuable resource, so evaluating, growing, and rewarding staff is critical.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Christie Johnston

Thomson Reuters
Product Manager, Practice Management
[email protected]
(734) 388-3042

Tr pri logo rgb color

Christie Johnston has been with Thomson Reuters for more than 15 years.  She focuses on helping firms manage their tax and accounting practice with applications that focus on document management, time, billing, and project workflow.   Christie has worked in several areas within Thomson Reuters including: Product Support as a Practice CS Lead, Training and Consulting, and currently with Product Management.  In her spare time, Christie enjoys spending time with her husband and two daughters, and actively volunteering with the Girl Scouts of America.

Fern Topiol

Thomson Reuters
Technical Consultant
[email protected]
(646) 223-4000

Tr pri logo rgb color

Fern Topiol is a Technical Consultant for Practice CS at Thomson Reuters. She is responsible for providing training and consulting for the company’s practice management software. Fern’s prior experience with Thomson Reuters includes acting as a technical trainer for Practice CS, GoFileRoom, and FirmFlow. She was also a software solutions administrator of  time and billing software as well as GoFileRoom and FirmFlow at a Top 25 accounting firm.
 

About Our Presenter

Tr pri logo rgb color
Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.