Kellie Parks

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.

In this episode, Roger Knecht interviews Kellie Parks, a trailblazer in the world of accounting and cloud technology. They discuss Kellie's unique background and her approach to modern accounting practices. Kellie shares insights into her tech stack arsenal and strategies for client onboarding. The conversation also covers the battle of Accountants versus AI and the benefits of embracing AI as an ally. They explore the use of AI technology in marketing and communication, as well as Intuit's focus on AI and machine learning in accounting software.