Clarity Practice Management | About Us
Accounting and Tax Practice Management
Accounting Practice Management, CPA practice management, accounting workflow, tax practice management, accounting portal, cpa portal, accounting file sharing, tax file sharing, cpa file sharing, accounting automation, cpa automation
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About Us

Real life, not a garage.

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.”

 

Peter and Frank put their heads together to provide a step-by-step roadmap to the practice management side of running a tax, CPA, or accounting firm. Hosted in the cloud, they created Clarity Practice Management to simplify the business of running a professional services practice, eliminating the need for in-person client meetings; reducing emails and other touchpoints; and creating all-around savings, particularly for nonbillable time.

 

So that’s the short story: Clarity was founded by a frustrated CPA who wanted to cut the time he spent on nonessential tasks, partnered with an equally frustrated client. Now they just meet when they want to share a beer . . . or two. They mapped out every single business process associated with running an accounting firm, including the compliance work itself, and found a way to streamline this workflow without office staff input. They’re currently adding AI to this mix, resulting in dramatically decreased non-billable time and correspondingly increased high-value opportunities to do the best work possible for clients of all sizes, in all industries.

Request your free 30-day free trial today.

LEADERSHIP

Peter Daniel

Chief Technology Officer

Frank Stitely

Chief Executive Officer