Processes And Workflows

Efficient firms run on clear systems, not guesswork. In this course, Kellie Parks walks you through creating practical processes and workflows that make your 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.

Introduction to Kellie Parks, CPB

Introduction to Accounting Processes and Workflows

Understanding Accounting Process Components

Documenting Workflows, Policies and Procedures

Key Workflows to Build

Naming Conventions

Client Collaboration and Communication

Introduction to Workflow Software and Tools

Automation Opportunities in Accounting and Workflow Processes

Training and Change Management

Monitoring and Performance Measurement

Conclusion and Next Steps

Setting Up Accounting Processes and Workflows by Kellie Parks CPB

<p>A well-run firm doesn’t happen by accident—it’s built on clear processes and effective workflows. In this course, Kellie Parks, renowned systems and practice management expert, guides you through setting up repeatable processes that simplify client onboarding, streamline task management, and improve communication across your team. You’ll learn how to document workflows, leverage technology for efficiency, and create systems that support growth without chaos. By the end, you’ll have the tools and confidence to turn your firm into a well-oiled machine that consistently delivers high-quality client experiences.</p>

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.

Kellie Parks - Setting up accounting processes and workflows

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Kellie Parks - Setting up accounting processes and workflows

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