Streamline your processes and grow your Canadian Bookkeeping Firm w/Kellie Parks
Host: Kellie Parks
- 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 bring everything together in a streamlined way so you can grow your firm.
Timestamps:
- Canadian bookkeeping features in Financial Cents 0:02
- Financial Cents settings and Canadian storage. 6:02
- Using project management software with automation features. 12:26
- QuickBooks settings and pricing for Canadian users. 15:42
- QBO sales tax module and its limitations. 21:36
- GST tax rates and QuickBooks sales tax module. 27:23
- GST and WSIB filings for Canadian clients. 32:18
- Digital client portal for accounting professionals. 38:13
- Streamlining client management with digital tools. 44:35
- Using Financial Cents features for clients. 50:27
- Using Financial Cents for organization and productivity. 55:37
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
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.
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