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Firm Success Strategies: Lessons Learned From an Accounting Veteran

FIRM SUCCESS STRATEGIES: LESSONS LEARNED FROM AN ACCOUNTING VETERAN

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 22, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you wondering how to keep your accounting practice profitable and sustainable while avoiding burnout? If you've had that thought and are wondering what to do, you're in luck! Join this webinar to learn from industry veteran Tim Sines who will share secrets and lessons from how he operated his CPA firm for over 35 years.

Whether just starting out or looking to modernize firm operations, attendees of all backgrounds will gain valuable knowledge and strategies to implement right away!

Learning Objectives:


  • Recognize the presenter's best practices to keeping a firm financially healthy

  • Identify how the presenter turned customers into lifelong clients

  • Evaluate the presenter's favorite tools to modernize a firm and save time

  • List the presenter's top 5 strategies to prevent burnout

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tim Sines is a unicorn. He is a 35-year practicing CPA and a world class software developer, a truly unique combination. Tim has ran his firm Sines and Associates since 1987 and simultaneously developed a practice management solution exclusively for the CPA industry on 3 different platforms. For the past eight years he has been developing his magnum opus, Mango Practice Management.  He has taken his 35 years of experience as a CPA, first-hand experience of the problems firms face, deep understanding of software development, and the most modern technical architecture to create the accounting industry’s most comprehensive solution.

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Kaleb Buckner

Profitsolv
Brand Director
[email protected]
(931) 252-4361

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Kaleb is responsible for developing and executing comprehensive brand strategies for 10 business unit solutions. He leads a team of creatives and marketers who collaborate with cross-functional teams to ensure alignment with overall business objectives. He aims to drive brand awareness, optimize market positioning, and increase customer engagement.

About Our Presenter

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The company known as ImagineTime was founded in 1999 by practicing CPA Fred Lindsley who was in need of software solution to help him have better visibility of information, and a platform to help him make better decisions. He developed a solution that proved very popular with his employees and partners who encouraged him to take it to market. From there, Fred sold his CPA firm and focused exclusively on the software for nearly 20 years.

In 2018, Carl Coe acquired the company and set forth the plan to modernize the platform and help the company to grow to meet its potential.  Since then, the company has grown over 200%, added thousands of accounting firms, and changed the product mix. In 2019, the company released ImagineShare for Secure File Sharing and eSignature, and in 2020 Mango Billing was acquired and became the flagship product for the company.

The future is very bright for Mango Practice Management with an exclusive focus helping accountants manage their practice and become more profitable with easy-to-use software