Setting Up Accounting Processes and Workflows
Learn how to streamline your firm with practical systems and workflows. Kellie Parks shares proven strategies to set up efficient processes that save time, reduce errors, and keep your team and clients organized.
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About the course
Efficient firms run on clear systems, not guesswork. In this course, Kellie Parks walks you through creating practical processes and workflows that make your accounting practice more organized, consistent, and scalable. From mapping out daily tasks to designing client onboarding systems and leveraging technology, you’ll learn how to streamline operations, improve collaboration, and deliver a smoother client experience.
Course modules
Start with the big picture of why processes and workflows matter. You’ll learn how structured systems create consistency, improve client service, and reduce stress across your entire firm.
Break down the essential building blocks of an effective process. Kellie explains how tasks, timelines, roles, and tools come together to create a workflow that delivers reliable results.
Learn how to capture your firm’s processes in a clear, usable format. From policies and checklists to step-by-step guides, you’ll see how documentation ensures accountability and repeatability.
Discover the must-have workflows that keep every firm running smoothly—from client onboarding to monthly close. Kellie highlights the core processes that should be prioritized first.
Consistency matters. In this module, you’ll explore how to create standardized naming conventions for files, tasks, and projects to improve organization and reduce confusion.
Strong communication makes processes work. Learn how to build workflows that foster collaboration with clients, keep information flowing, and set clear expectations.
Explore the technology that supports efficient workflows. Kellie introduces key software options that help manage tasks, deadlines, and team collaboration.
Identify areas where automation can save time and reduce repetitive work. This module shows you how to leverage technology to free up your team for higher-value tasks.
Rolling out new processes requires buy-in. Learn how to train your team, address resistance, and create a culture that embraces systems and consistency.
Processes aren’t set-and-forget. Discover how to measure workflow effectiveness, track performance, and adjust systems to continuously improve.
Wrap up the course with key takeaways and next steps. Kellie leaves you with the confidence and tools to put your new processes into action and build a more efficient firm.
About Kellie Parks
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
Great Videos!
Loved listening and learning from Kellie, she was the absolute best.
Jerri Killion
On point
Great job keeping all the information simple and organized in a way that is easy to digest.
Jerri Killion