CPA Academy

Content Provider

Self-Study CPE

AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
View Details/Register

INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
View Details/Register

INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
View Details/Register

QUICKBOOKS ONLINE PAYROLL: PART 1
View Details/Register

Clarity Practice Management: Demo for Public Accountants

Software Demonstration Included

Computer Software and Applications

CLARITY PRACTICE MANAGEMENT: DEMO FOR PUBLIC ACCOUNTANTS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm

Series: Bookkeeper

Course Description

In this course, you will see how to use Clarity Practice Management tools to level up efficiency at your accounting firm and save valuable time, money, and headaches. CEO Frank Stitely (Managing Partner at Stitely & Karstetter CPAs) will walk you through all of this groundbreaking tool’s basic functionality with a particular focus on client communications and remote work capabilities.

Learning Objectives:

Identify how Clarity Practice Management enables CPA and accounting firms to operate remote offices

Identify how Clarity Practice Management helps firms efficiently track projects and meet client deadlines

Determine how Clarity Practice Management reduces client meetings, e-mails, and phone calls to save time and money

Determine how Clarity Practice Management enables clients, partners, and staff to collaborate efficiently anywhere and anytime

Frank Stitely

Clarity Practice Management
CEO
fstitely@claritypracticemanagement.com
(703) 818-8284

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 ten 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, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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 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.”