Content Provider
Boomer2
Docit workflow

RESOLVING WORKFLOW ISSUES WHEN HANDLING TAX, ASSURANCE AND YEAR-END WORK

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 3, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Learn how to resolve the most common workflow and efficiency issues when handling tax, assurance and year-end work by using document management and workflow software. The program begins with attendees identifying areas of greatest concern, resulting in a tailored learning experience. This program includes discussion around tax, assurance and year-end workflow and efficiency challenges followed by a demonstration of how document management and workflow software resolves those issues.

Learning Objectives

  • Learn how to resolve common workflow and efficiency issues associated with tax, assurance and year-end work.

  • Learn how document management and workflow software integrates into your firm and existing software applications (tax, audit, engagement, time & billing, etc).

  • Experience a product demonstration showcasing how document management and workflow software resolves the most common workflow and efficiency issues when handling tax, assurance and year-end work.

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

Jim Boomer, CPA

Boomer Consulting, Inc.
CIO & Shareholder
jim.boomer@boomer.com
(785) 537-2358 ext. 112

Boomer2

Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across the country.

Linkedin

Don Emery

Doc.It
Director of Client Solutions
demery@doc-it.com
(905) 218-6930

Doc

Don Emery, CPA/CA is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

About Our Presenter

Boomer2
Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Our unique and powerful solutions target five areas critical to a firm's success: Leadership and Management, Client Development, Talent Development, Technology and Compensation. Learn how our portfolio of services within these areas can help your firm minimize dangers, capture opportunities and optimize strengths.