Accounting Flow Podcast How Kellie Parks used workflow checklists to scale her firm
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Feb 27, 2024 Kellie Parks, a Certified Professional Bookkeeper from Canada with a tech background, shares her journey of transforming her firm into an efficient powerhouse. She discusses how workflow checklists have revolutionized operations, making them more productive and scalable. The conversation touches on the shift from traditional software to online systems, the evolution of checklists into dynamic workflows, and the use of video tools for effective client communication. Kellie emphasizes the importance of adaptability and technology in enhancing client interactions and firm growth.
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Certified Bookkeeper With Tech Roots
- Kellie Parks is a certified professional bookkeeper with strong Canadian standards and an early cloud-tech background.
- She adopted remote workflows and cloud tools long before they were mainstream in bookkeeping.
Checklists Are The Workflow Foundation
- Kellie Parks reframes workflows as checklists with extra elements to reduce overwhelm.
- She tells teams to stop overthinking and treat checklists as the basis for workflows.
Design Workflows By Working Backwards
- Kellie Parks recommends starting from the desired outcome and building a workback with milestones.
- Use each milestone to define the checklist steps that trigger the next action.