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Clarity Practice Management: Demo for Public Accountants

CLARITY PRACTICE MANAGEMENT: DEMO FOR PUBLIC ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

In this course, you will see how to use Clarity Practice Management tools to level up efficiency at your accounting firm and save valuable time, money, and headaches. CEO Frank Stitely (Managing Partner at Stitely & Karstetter CPAs) will walk you through all of this groundbreaking tool’s basic functionality with a particular focus on client communications and remote work capabilities.

Learning Objectives:


  • Identify how Clarity Practice Management enables CPA and accounting firms to operate remote offices

  • Identify how Clarity Practice Management helps firms efficiently track projects and meet client deadlines

  • Determine how Clarity Practice Management reduces client meetings, e-mails, and phone calls to save time and money

  • Determine how Clarity Practice Management enables clients, partners, and staff to collaborate efficiently anywhere and anytime

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.”