Host: Kellie Parks
Brought to you by: Financial Cents & Dext

In a remote-first world, how can accounting and bookkeeping teams stay collaborative and connected? Enter software.

Software can be a powerful tool, depending on how you use it in your firm. From workflow to automation and data sharing, software can make your firm work like a well-oiled machine. In this webinar, Kellie will show you how.

Kellie is a Certified Bookkeeper (CPB) and the Founder of Calmwaters Cloud Accounting and The Workflow Watering Hole community.

About the webinar

You can use software to make information flow better among staff, reduce time spent on redundant tasks, manage capacity, access accurate data to improve work quality and make work less tasking.  Join Kellie as shel shows you exactly how to use Financial Cents and Dext to bring your team together.

This is the last of our four-part webinar series with Dext and Kellie Parks on Building a Virtual Firm.

Agenda

  • The key elements of a collaborative and engaging work culture
  • Where and how to get started
  • Removing redundancies
  • How to use Financial Cents to achieve your goals
  • How to use Dext to achieve your goals
  • The importance of training and ongoing support for team members.
  • How to measure and sustain engagement

Timestamps

  • 0:04 Remote work culture and software.
  • 5:54 Learning styles and process documentation.
  • 11:34 Setting up a remote work culture with Chrome profiles and collaboration tools.
  • 16:27 Email integration, messaging, and file sharing in a business context.
  • 21:52 Remote team collaboration and engagement strategies.
  • 27:08 Remote work tools and practices for team engagement.
  • 32:13 Improving remote work culture through app compatibility.
  • 37:58 Implementing financial management software with client input.
  • 43:14 Software implementation for remote work success.
  • 48:27 Automation in practice management apps.
  • 53:23 Using Loom videos to engage clients in financial management.

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 Dext

Dext is a cloud accounting platform that provides you with real-time and accurate insights.

For more than a decade, they’ve empowered accountants and bookkeepers with the smart and forward-thinking solutions needed to make businesses better.

Today, through the Dext platform, those tools have become even more powerful and integrated to meet the demands of businesses right now and the challenges they face tomorrow.