4.6 (29)


Clarity Practice Management, LLC

  • CPA Canada
  • CITP
  • CPA

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Before starting this self study program, please go through the instructional document.


  • Where we are headed
    2 mins
  • Why create a Remote-Capable Firm?
    6 mins
  • Cloud-based Virtual Workstations
    11 mins
  • Cloud-based Staff and Client Collaboration Tools
    16 mins
  • Step up Your Staff to Succeed Remotely
    22 mins
  • VOIP Phone System
    28 mins
  • Collaborating With your Clients
    33 mins
  • Additional Resources for Remote Office Technology
    38 mins

Course Description

The rising popularity of remote work and companies seeking out remote employees comes as no surprise as new, innovative technology makes telecommuting and virtual collaboration easier and more effective than ever before.The way we work has dramatically evolved over the years to an “always on” environment largely due to advancements in technology. Employees, especially millennials and boomers, want more flexibility and in return are likely to stay with a firm longer when they can opt to work remote.

Any firm who wants to achieve consistent and sustained business growth needs to discover a competitive advantage that will put them on the path to success well into the future. These competitive advantages may come in the form of increased productivity among staff, more efficiency within projects, smoother operations of every element of the business, or a combination thereof. The only way to achieve such an edge is to shed old habits and embrace new technologies that help you operate more effectively. This can feel intimidating to think about as many questions arise when considering a remote staff. 

In this webinar we’ll address how to become a remote leader, why remote staffing is critical to your firm’s growth, and share the tools you’ll need to staff and feel confident in your remote staff. Join this webinar to understand how you can increase your revenue by working remotely and transform your clients experience.

Learning Objectives

  • To recognize remote office technology is about more than surviving the next pandemic.
  • To identify the hardware and software pieces that make you more efficient even when working from your office.
  • To identify the collaboration strategies for working more efficiently with your staff.
  • To identify the steps of transforming your clients experience and how to attract younger clients.

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Accounts Director
  • Accounting Managers





Great course


I experienced no technical issues.