Workflow Design with Kellie Parks

Episode

Weekly Sessions Featuring Kellie Parks

April 22, 2021 Beginners

During this episode Kellie Parks joins Matthew Fulton to discuss workflow design.

Speaker

Kellie Parks

Calmwaters Cloud Accounting Services

Owner

Show Notes

During this week's episode, I am joined by Kellie Parks of Coldwaters Cloud Accounting to answer questions asked by our group members and to discuss workflow design for small businesses.

We discuss: What is workflow design How do you know what to track Helpful apps like @Lucidchart & @17hats and so much more!

Video Timeline:

Intro: 0:00
Kellie Parks Bio: 1:45

Can You copy a QBO file over to a new QBO file 3:50

Export Data (Canada Version): 5:30
Export Data (US Version): 9:00

* Be sure to check out my new video that shows you how to export QuickBooks Online to QuickBooks Desktop (US companies) https://youtu.be/GzKY60gEONE

Should you wait till the beginning of the year to implement a new integration? 16:45

How can I transcribe an online video to reference for later: 22:30

Zoom: 23:20
Otter.ai: 23:50
Happyscribed: 24:20

Let's Talk About Workflow Design: 27:30

Handout

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April 22, 2021

parkwayinc

Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”

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