Get Workflow
Right In 2024
Join Kellie Parks, CPB and Dawn Brolin, CPA on a 3-day Workflow Challenge to get on top of your workflow as the year begins and tax season approaches.
- You have the expertise to help your clients keep their finances on track, identify risks, optimize tax savings, and much more but you’re worried that you don’t have enough time in the day to get everything done.
- You don’t know the status of half your client’s work and your firm is always in a race against deadlines.
- Everything is all over the place - client updates in your notebook or sticky notes, different client documents in dropbox, Google Drive and in your staff’s computer download files.
- Tax season is characterized by sleepless nights and spending little to no time with your family.
- You know it shouldn’t be this way and you want things to change.
The first step is to set up the right systems in place and systematize your workflow.
Enter the 3-day workflow challenge with Kellie Parks and Dawn Brolin
Each day, Kellie and Dawn will take turns showing you how to systematically document your processes and develop your workflow so you can:
-
Reach your goals for your firm this year (without grappling with inefficiencies)
- Have a better tax season and hit client targets
By the end of this 3-day challenge, you should have your workflows built out and ready to go!
-
Day 1
Dawn Brolin
- What to expect out of this 3-day workflow challenge & how to maximize it
- Mind shifts
- Why tax season always feels overwhelming and how to prevent it
- See what systematized tasks, processes and workflows look like
-
Day 2
Kellie Parks
- Identify time-wasting activities
- Determine your firm's most important processes
- How to set up tasks
- How to set up processes
- How to set up systems / workflows
- Questions & answers
-
Day 3
Dawn Brolin & Kellie Parks
- How to train your team on your firm's systems and processes
- How to analyze software-readiness
- Questions & answers
Kellie Parks, CPB
Founder, Calmwaters Cloud Accounting
Kellie Parks, CPB, is an ardent devotee of online accounting platforms and all the apps that create a robust cloud accounting ecosystem. Kellie is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Kellie adopted QBO and has not looked back. QBO Advanced Pro Certified, Freshbook Certified, Dext Certified, Hubdoc Advanced Partner, WagePoint Certified, QBTime Certified, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, Pandadoc Partner, Zoom Partner, Reply Partner, Acuity Partner.
Kellie is the owner of Calmwaters Cloud Accounting, a Canada-based bookkeeping firm and the LeaderBean of Financial Cents' Ambassador Program.
Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board,the Avalara QuickBooks Advisory Board, and the President of the Accounting Cornerstone Foundation. She has also received many designations and recognitions throughout her career including the most recent “The 2023 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, 2021 and 2023 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
