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Clarity Practice Management: Demo for Public Accountants and Tax preparers

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 relationships, 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. 

Major topics highlighted in this online CPE webinar:

  • How is the day in the life of a clarity user?
  • Why does clarity exist?
  • What are the different features of clarity?
  • What are the benefits of using clarity?

This online CPE course 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

Recommended For

This online CPE webinar is recommended for CPAs, Tax Professionals, and Other Practitioners desiring to enhance their business management capabilities while earning CPE credit hours.

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Licensed Practitioners
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • QB Pro Advisor
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Xero Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

FRANK STITELY, CPA (US)

Advisor, Clarity Practice Management, LLC

CEO of Clarity Practice Management, LLC and managing member of Stitely & Karstetter, CPAs. Speaks and present on a wide range of practice management topics including effective workflow, effective client communications, and staff collaboration. Author of "The Relentless CPA: A New 21 Century System for Driving Success at Tax and Accounting Firms. CPA practice specializes in serving small businesses and business owners in the areas of taxation, financial reporting, and business valuation.

About Company

Clarity Practice Management, LLC

www.claritypracticemanagement.com

Clarity Practice Management, LLC provides cloud-based practice management software, which combines project management, client communications,a nd staff collaboration on one platform. Clarity helps CPAs and accountants manage their practices without letting their practices manage them.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

740 Ratings

Excellent

377

Very Good

273

Average

78

Poor

9

Terrible

3

RM

Ryan Marek, CPA (US)

Jan 5th, 2021

It's a good sales pitch on a new product and I didn’t know it was possible to cover such a vast subject matter with broad course objective in such a short amount of time with examples. It solved many of my doubts. I am really impressed.

RD

Ruth Daigrepont, AFSP

Jan 5th, 2021

Some subjects just cannot be covered in a webinar. The deep subject needs an expert. MyCPE had all the things in the webinar that I needed on the webinar {webinar title}. It was a great learning experience. I recommend MyCPE

CV

Christine Varnes, CPA (US)

Jan 5th, 2021

Webinar material was very concise. It had all the information on the subject. Particularly the external reference links were more informative for further reading. I am satisfied with my learning experience on MyCPE platform

HC

Harold Clendaniel

Feb 2nd, 2021

I enjoyed the delivery of the webinar. This was a valuable learning experience. The presenter was a learned personality with great knowledge of the subject matter. The handout material was a good value addition.

AC

Andrew Creedon, CPA (US)

Feb 5th, 2021

The course helped me with insights into certain factors I was not aware of. This will help my clients save quite a bit of money and work smoothly. I Will definitely recommend this to my clients

Clarity Practice Management: Demo for Public Accountants and Tax preparers

FREE

1 Credit

Subject Area

Computer Software and Applications

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