Paperless Office: How to Make it Work for Your Business

Description:


Would you like to find important documents in 10 seconds or less? Ensure that all your digital information is safe and secure? Improve efficiency in workflow? Join us for this course and you will gain a comprehensive understanding of your options and a clear direction to implement your own version of the paperless office.

You will learn how to implement a document management system that best suits your business; from  inexpensive document management solutions  for individual, work group, or small businesses to sophisticated and comprehensive document management systems – complete with automated workflow processing – suitable for larger offices and organizations. Your instructor will guide you through issues such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key hardware and software considerations, and the policies necessary to facilitate a successful office.

Early bird registration fee before May 10.

Highlights:

  • Best practices and proven processes for effective document management.
  • Digitizing hard copy files
  • Exporting and importing data from specialized applications into a document management system
  • Key hardware and software considerations
  • Policies necessary to facilitate a successful office

Objectives:

Gain a  comprehensive understanding of your options and a clear direction of how to implement a  Paperless Office solution that best fits you and your business.

 

Prerequisites:

None Required.

Credits:

8

Course Level:

Basic/Intermediate

Members

Standard Fee: $259.00

Non-Members

Standard Fee: $359.00

Register Now

Start:

June 1, 2021 8:30am

End:

June 1, 2021 4:15pm

Check-in starts at 8:15am

Leader:

Tankersley, Brian

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a Certified Public Accountant (Tennessee), a Certified Information Technology Professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Designed For:

For accounting and office Managers, firm administrators, Controllers and CFOs interested in streamlining office procedures for increased efficiency.

No

Find A CPA