Setting Up Accounting Processes and Workflows by Kellie Parks CPB
Get the foundation you need to establish efficient and effective accounting processes within your firm.
Course modules
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Introduction to Accounting Processes and Workflows
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Understanding Accounting Process Components
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Documenting Accounting Workflows, Policies and Procedures
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Key Workflows to Build
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Naming Conventions
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Workflow Design and Optimization
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About this course
- Free
- 12 lessons
- 2 hours of video content
About the instructor
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.
Kellie is the owner of Calmwaters Cloud Accounting, a Canada-based bookkeeping firm, and the LeaderBean of Financial Cents' Ambassador Program.
Course Reviews
Very helpful!
JOELLE KINDRET
Very helpful course to get you started with FC! Would recommend everyone watch this if you are just getting started as with any program you are not familiar with, it can be overwhelming.
Very helpful course to get you started with FC! Would recommend everyone watch this if you are just getting started as with any program you are not familiar with, it can be overwhelming.
Read LessGreat Videos
Jerri Killion
Loved listening and learning from Kelli, she was the absolute best.
Loved listening and learning from Kelli, she was the absolute best.
Read LessOn point
Ileana Vilchis
Great job keeping all the information simple and organized in a way that is easy to digest.
Great job keeping all the information simple and organized in a way that is easy to digest.
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