Introduction

Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In today's episode, Roger sits down with a true trailblazer in the world of accounting and cloud technology, Kellie Parks.

Kellie's journey is a testament to the power of transformation. She takes us on a fascinating ride, sharing her transition from the realms of marketing and branding into the intricate world of accounting. Discover how her unique background has shaped her approach to modern accounting practices.

One of the highlights of this episode is Kellie's deep dive into her tech stack arsenal. She unveils the types of tech stacks she employs and how they serve as indispensable tools in her business. Learn about the crucial criteria that dictate her choice of technology, providing valuable insights for aspiring tech-savvy accountants.

Client onboarding is a critical aspect of any accounting practice, and Kellie Parks seamlessly incorporates her tech stacks into this process. Tune in to discover her strategies for onboarding clients, even those who may not be fully comfortable with technology.

The conversation takes an exciting turn as Kellie discusses the ongoing battle of Accountants versus AI. Delve into the reasons why accountants should embrace AI as an essential ally rather than a competitor. Kellie even shares the intriguing story behind her nickname for ChatGPT – 'Chazz.'

AI is more than just a buzzword for Kellie; it's an integral part of her business. She reveals how she harnesses the power of AI to streamline operations and boost efficiency. Prepare to be inspired as she explains why accountants should not only embrace AI but also learn how to prompt it effectively.

Curious about how industry giants like Intuit plan to integrate AI into their software? Kellie Parks provides insider insights into Intuit's AI roadmap, shedding light on what the future holds for accounting professionals.

Security is paramount in the digital age, especially when dealing with AI. Kellie offers invaluable advice on how to keep your clients' information secure while working with AI. She also raises essential concerns about sharing client data in the AI era, encouraging caution and vigilance.

This episode is packed with thought-provoking discussions, practical tips, and Kellie Parks' visionary approach to accounting in the digital age. Don't miss out on this illuminating conversation on "Building the Premier Accounting Firm." Tune in now and elevate your accounting game!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kellie Parks

Kellie crafts processes and automation for future thinking accounting professionals who believe in the mightiness of online technology.

She wants every accounting professional to love running a cloud-based business as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate.

Certified or partnered in over a dozen cloud applications, she's also a proud member of the Intuit International Trainer Writer Network and the FreshBooks Partner Council.

Kellie is a runner, water/snow skier and live-music fan.

She is always wondering what you would do more of - outside of work - if processes, automation & apps gave you your life back!?

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Accounting and bookkeeping workflows and templates at a discount:

15% off all templates Code: UNIVERSAL - Go here and SAVE

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Remember this, Accounting Success IS Universal.

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