Content Provider
Clarity

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Self-Study CPE
THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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THE DNA OF A CAS FIRM
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
Transitioning to a Remote Office

TRANSITIONING TO A REMOTE OFFICE

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Learn the steps for transitioning to a remote office and learn about the solutions available to make your leap to a 100% cloud-based workplace.

Learning Objectives:


  • Discover the steps to convert to a remote office in the cloud

  • Understand the benefits of implementing virtual workstations

  • Learn about using client and staff collaboration tools

  • Learn about switching to cloud-based, anywhere communications

  • Uncover how to set up your staff to succeed remotely and ensure productivity stays high

Linkedin
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 10 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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.”