Sponsored by Financial Cents

Technology has given us, as bookkeepers, a golden opportunity to build deep relationships with clients, love the work we do, and gain freedom from our mundane "toil-tasks". But understanding and implementing the key app verticals is overwhelming, yet critical. What will cause chaos & disruption, what do integrations with new and existing tech look like, what is just hype, and what should we really adopt are questions we all struggle with. Oh, and where does AI fit in with our tech stacks now?! This session will break down the five key app verticals to adopt and what kind of integrations they have, along with highly tested partner recommendations for each. This session is not just about accounting tech; it's also about the tech to collaborate with clients, track work, and run a business calmly, efficiently, and purposefully. 

Learning Objectives:

• Realize that technology and the role of AI in it are intimidating to everyone, helping to alleviate the hesitation about critical new adoption.
• Understand the five app verticals, how they integrate with new and existing tech, creating an understanding of how and why they fit into running a bookkeeping business efficiently without causing chaos to systems that are running well already. 
• Develop a shortlist of trusted partners in each vertical to reduce the overwhelm of choosing which apps to test.

Event Speaker:

Kellie Parks

Calmwaters Cloud Accounting

Kellie creates freedom from the overwhelm of running an accounting firm.

Just because you can do something does not mean you should do something. Or you will do something.

As a firm owner, you’re focused on your clients - but who’s keeping your own books in balance? Kellie specializes in handling bookkeeping for accounting firms, so you don’t have to. From bookkeeping, catching up QBO files (for you and your clients) to creating efficient systems and tech stacks that streamline your workflow, you will experience the freedom of beautiful, compliant and organized financials.  

She is a runner, water/snow skier and bar band fan.

Certified or partnered in over two dozen cloud applications, Alumni of both the Intuit International Trainer Writer Network and the FreshBooks Partner Council.