WALKTHROUGH WEBINAR
Streamline your processes and grow your Canadian Bookkeeping Firm
Join Kellie Parks, CPB in this webinar as she walks you through not just how to create processes, but how to bring everything together in a streamlined way so you can grow your firm.
November 30th 2023 (2pm EST)
About the webinar
Guest: Kellie Parks
Date: Nov 30th 2023 (2pm EST)
Do you have processes in place for your firm?
How do you ensure work quality and consistency across your firm?
Can your firm function in your absence?
Confused about how to connect all the dots in your firm’s processes and tech stack?
Join Kellie Parks, CPB in this webinar as she walks you through not just how to create processes, but how to bring everything together in a streamlined way so you can grow your firm.
Who is this webinar for:
Canadian bookkeeping and accounting firms looking to:
-
Create and implement processes to improve work quality
-
Bring together their siloed processes into one streamlined process
-
Grow their firms through better workflow and collaboration across board
-
Understand the tech stack they need to improve their workflow and grow faster
Did you know?
- Financial Cents now has Canadian file storage in compliance with the Canadian Data Residency Act.
- Financial Cents has Canadian pricing. Schedule a demo with a member of our team to get set up.
About Kellie Parks
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.
About Financial Cents
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.