Clarity Practice Management: Demo for Public Accountants and Tax preparers

FRANK STITELY, CPA

Clarity Practice Management, LLC

Tuesday, February 16, 2021 | 01:00 PM EST

  • CPA
  • TAX PROS
  • CPA(Canada)

Credits: 1 CPE | 1 CPD

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Feb 02, 2021 | 01:00 PM EST Register

Course Description

The changing business environment calls for ground-breaking changes in business practices. For personality-driven business practices, such as accounting, practice management is essential. Practice management covers decisions, actions, and resources that make sure that the day-to-day operations of your business are handled smoothly. Powerful practice management software can reduce workload with comprehensive tools for billing, reporting, messaging, and more. This not only levels up efficiency, but also helps save valuable time, money, and efforts in managing tasks as well as relationships with clients. 

CEO Frank Stitely, the Managing Partner of Stitely & Karstetter CPAs, shares his experience of working with Practice management tools like Clarity Practice Management. Founded by CPA, with over a decade of successfully managing Accountant-Client relationship, Clarity Practice management can provide more functions that can support established Accountants and Tax preparers. In this webinar, he is going to provide a demonstration as to how basic functionality provides a particular focus on communication and remote work capabilities that have become the key requirements for accounting professionals. 

This webinar can be a key for the accountants, tax preparers to smoothen the rough patches and improve customer experience and convenience.

Learning Objectives

  • To identify how Clarity Practice Management enables CPA and accounting firms to operate remote offices
  • To recognize how Clarity Practice Management helps firms efficiently track projects and meet client deadlines
  • To determine how Clarity Practice Management reduces client meetings, e-mails, and phone calls to save time and money
  • To explore how Clarity Practice Management enables clients, partners, and staff to collaborate efficiently anywhere and anytime

Who Should Attend?

  • Accountant
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Senior Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Certified Public Accountant
  • Bookkeepers & Accountants & Tax Preparers