WEBINAR
Making Your Workflows Work For You:
Workflows are often created in a messy and ad-hoc manner, which can lead to inefficiencies, confusion and less-than-stellar work.
Learn how to craft workflows that create efficiency and joy in your day with Kellie Parks, CPB.
Define and streamline your workflows to take your internal tasks and client outcomes to the next level.
MAY 7TH, 2:30 PM ET
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About the webinar
Kellie deep dives into why defining outcomes helps you build better workflows!
Discover how setting clear milestones can streamline your work, making it more efficient and concise. You'll learn how to create consensus among your team and your clients, ensuring everyone is on board with the workflows.
Plus, get tips on deciding what to build now and what to save for later. Don't miss out on this insightful session!
Agenda
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Defining the outcome of your workflows
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Setting up workflows as milestones and tasks
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Creating a decision matrix on what workflows to create
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Setting up workflows in spreadsheets to make them quick to design and implement
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.
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.
About 5 Minute Bookkeeping
Veronica Wasek is the Founder of 5 Minute Bookkeeping and 5 Minute Academy. She is an Accounting Influencer, Top 10 QuickBooks ProAdvisor, a CPA, and a Certified Advanced QBO ProAdvisor.
Passionate about helping entrepreneurs and bookkeepers to minimize bookkeeping and maximize profits. Let's face it - nobody wants to spend too much time doing bookkeeping!
