How Kellie Parks used workflow checklists to scale her firm

As an entrepreneur, Kellie Parks understands the challenges of scaling a business firsthand. T

Through years of dedication and innovation, she's transformed her firm into a powerhouse firm known for its efficiency, accuracy, and client-centric approach. Now, she's ready to share her secrets with you. 

In this captivating episode, Kellie shares with Roman how she harnessed the power of workflow checklists to streamline operations, enhance productivity, and drive sustainable growth.

Tune in!

Follow us on:

LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

Chapters

• 0:00 Utilizing workflows and checklists for scalability in accounting firms
• 5:03 Workflows and checklists for accountants
• 9:27 Workflows and checklists for accounting firms to scale efficiently
• 15:32 Bookkeeping workflows and scalability
• 20:54 Workflow optimization and scalability
• 29:03 Using AI for automation and workflow optimization
• 35:46 Workflow management, cost of goods sold, and SEO for accounting firms