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
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.
About Presenter
FRANK STITELY, CPA
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.
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
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
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Testimonial
4.4
(184)
49%
40%
10%
1%
1%
AC
Andrew Creedon ,
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
YP
Yelena Panarina ,
Feb 2nd, 2021
What a practical webinar was it…! Frank is an impressive presenter with a grip on the subject. He made the complex subject easy to understand for me. I am impressed with MyCPE. I recommend it
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.
RC
Rebecca Connelly ,
Jan 19th, 2021
CPE is not all about theory. The presenter covered an example of the practice. This was very interesting as he had a thorough knowledge of the information on the subject. He solved my doubts.
CV
Christine Varnes ,
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
RD
Ruth Daigrepont ,
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
