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Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

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Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

About Us:

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
 

Archived Webinars

TECH TIPS FOR SMALL FIRMS TO IMPROVE CLIENT SERVICE YEAR ROUND
Recorded Date August 11, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FREEDOM AND FLEXIBILITY: THE BENEFITS OF A VIRTUAL OFFICE
Recorded Date July 17, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
HOW TO ENABLE YOUR EMPLOYEES TO BE MORE EFFICIENT
Recorded Date July 10, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
TOOLS TO STREAMLINE YOUR PROCESSES
Recorded Date June 15, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
BEST PRACTICES FOR CLOUD-BASED FILE SHARING
Recorded Date May 15, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
LEARN ABOUT THE SECURE, SIMPLE SOLUTION FOR ACCOUNTING FIRMS OF ANY SIZE
Recorded Date May 4, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO DELIVER EXCEPTIONAL CUSTOMER SERVICE EXPERIENCE
Recorded Date February 15, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
HIPAA: WHAT YOU NEED TO KNOW IF YOU HAVE CLIENTS IN THE HEALTHCARE INDUSTRY
Recorded Date January 12, 2017  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
GET READY FOR BUSY SEASON WITH SHAREFILE'S NEWEST FEATURE
Recorded Date December 12, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
YOUR DOCUMENT MANAGEMENT SOLUTION
Recorded Date December 6, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
THE PATH TO PAPERLESS - MUCH EASIER WHEN YOU PICK THE RIGHT PARTNER
Recorded Date October 20, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
GET THE MOST FROM YOUR DOCUMENT MANAGEMENT SYSTEM
Recorded Date October 11, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
3 WAYS TO TRANSFORM YOUR PRACTICE WITH DOCUMENT AUTOMATION
Recorded Date June 28, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other