Are you ready to take your accounting firm's client experience to new heights? Join us for an insightful webinar where we dive deep into the most effective strategies to enhance client satisfaction, build lasting relationships, and stay ahead in the competitive landscape of 2024. Our experts will guide you through innovative techniques from leveraging cutting-edge technologies to transforming the engagement process. Whether you're a sole practitioner or part of a larger firm, this webinar is designed to equip you with the tools and insights needed to create an exceptional client experience that sets your practice apart. Join us to learn how to build trust, drive loyalty, and position your firm for success.
Learning Objectives:
- Identify how to eliminate scope creep while keeping clients happy
- Determine how to WOW! new clients during the onboarding process
- Review how to simplify the payment process for clients
- Demonstrate how to modernize your firm with software and security that your clients will love.
Tim Sines, CPA
Mango Practice Management
CPA, Founder
[email protected]
(301) 663-1964
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.
About Our Presenter
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
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