Content Provider
Clarity
Handout Materials
Presentation Slides
Free cpe webinars
Transitioning to a Remote Office for CPA Firms

TRANSITIONING TO A REMOTE OFFICE FOR CPA FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 6, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Learn the steps for transitioning to a remote office and learn about the solutions available to make your leap to a 100% cloud-based workplace.

Learning Objectives:


  • Identify the steps needed to convert to a remote office in the cloud

  • Identify the benefits of implementing virtual workstations

  • Identify client and staff collaboration tools

  • Recall switching to cloud-based, anywhere communications

  • Identify how to set up your staff to succeed remotely and ensure productivity stays high

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Clarity

Frank Stitely is a CPA and managing partner at Stitely & Karstetter, CPAs. He is also CEO of Clarity Practice Management, a publisher of cloud-based practice management software. Frank has owned his practice for over 29 years and developed Clarity Practice Management over the previous ten years to serve the needs of both his practice and his clients. His recently published book, The Relentless CPA, can be found at CPATrendlines.com.

About Our Presenter

Clarity
Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. While, in the beginning, Peter Daniel, client, didn’t mind driving over to see Frank Stitely, CPA/CVA, eight times a year, eventually he preferred catching up with his accountant only by phone. Then it was email. Then he wanted to know if Frank could send him fewer emails. And then Peter, a successful tech developer, wanted to know why they couldn’t just meet in the cloud, in one designated space. Then he wanted to stop all in-person meetings, all phone calls, and all emails. He said, “Frank, I can make this work better for you and me. And if I can do it for us, I can do it for all of your clients. And if we can do that, let’s make it available for other tax firms, and bring some much-needed change and modernization to the industry.”