CPA Back-Office Time Wasters - Are You In The Know?

Date: Wednesday, August 22, 2007
Time: 10:00 AM ET / 09:00 AM CT / 08:00 AM MT / 07:00 AM PT [Prevailing Time]
Presenter(s): Fred O. Lindsley, CPA Founder and President, ImagineTime, Inc.
Objective(s):
NOTE: THIS MAPCAST IS APPROPRIATE FOR FIRMS WITH 8 TO 35 EMPLOYEES.

Back office technology tools empower accountants to have confidence in their information. Learn about the technology that would allow you to easily manage staff schedules, generate reports on staff and client productivity, create comprehensive reports on client deadlines, sync calendars and schedules and billing of time.
Field of Study: Business Management and Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Do you often find yourself feeling like the Scarecrow from the Wizard of Oz? What? To paraphrase a line from the movie, "…Oh Dorothy, they tore me apart (my straw stuffing)…some of me is 'over here' and some of me is 'over there'! If I only had a brain…I could pull this mess together!…". Like the Scarecrow who sought a better way to control his situation, if he only had the right tools, was convinced he could "pull himself together" to meet the challenges that lay ahead.

Is your day-to-day management of vital programs, applications and procedures causing you to feel like there is nothing you can do to bring this chaos under control, under "one central brain"?

Today's technology has grown in leaps and bounds answering the challenges for the need of a vigorous back-office tool for the accountant. Learn how incorporating this technology into your business plan could satisfy the growing need for greater efficiencies in all around office management.

Presenter and Moderator Bios
Fred O. Lindsley, CPA has twenty-five years experience as a CPA. He started his public accounting career at Coopers & Lybrand and then became a founding partner of two Florida based CPA firms.

As a small business owner and CPA, Fred recognized a growing need for greater efficiencies in back office tools including monthly reconciliation, comprehensive time and billing reporting and staff performance measurement reporting. To satisfy these needs, he started a software technology firm, ImagineTime Inc. Fred has invested over fifteen years researching and developing ImagineTime’s software technology. His extensive small business and CPA experience provides the foundation from which ImagineTime’s efficient and robust technology was developed.

Mr. Lindsley is a well-respected industry expert, who frequently presents on integration of back office technology into CPA firms. He has taught accounting courses at Florida Atlantic University, and served on the Florida Institute of Certified Public Accountants (FICPA) “Committee on Microcomputers”. He is a published author and writes articles on CPA practice management.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.