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Rightworks Community - Contingenecy Planning
What would happen to your firm if something happened to you?
Join me in the Freedom Through Preparation: Contingency Planning and discover how to build systems that ensure continuity, clarity, and confidence using the DEESC framework.
Learn to leverage AI, apps, and automation to protect your firm and prepare for the unexpected.
Earn 1 CPE credit.
Rightworks Community - Smart Tech Stack
Choosing the right cloud accounting technology isn't just about automation—it's about intentionally designing a service experience that drives efficiency, value, and impact. Join me for Smart Stack, Strong Firm and learn how to assess and select tools that support your workflow, elevate client service, and create operational clarity.
Financial Cents Workflowcon
Financial Cents Workflowcon
Clear the Chaos. Find Your Calm.
This is a rallying call for accountants and bookkeepers to clear the chaos holding their firms back: reclaiming their time, peace of mind, and the practice they set out to build.
WFC is by far one of the most engaging and well-organized virtual conferences, with a strong focus on workflow management, which we could all use some help with, right?
The speaker line-up is on fire!
I will be hosting a session, Workflow Track: Workflow Therapy: Owner-as-Bottleneck, and I’m a judge for the Workflow Showdown Contest, so please join me!
Accountex Toronto
Accountex Canada 2025
I am hosting a session: Contingency Planning for Firm Owners.
Accountex Canada, a 2-day Conference & Tradeshow, offers a comprehensive platform for your business success, with 75+ leading fintech companies and a CPD-accredited education program. The conference is tailored to provide attendees with the latest accounting and finance services updates, allowing for knowledge-sharing and networking opportunities with industry experts. The event will cover essential topics such as industry trends, taxation, practice growth, technology, advisory services and more.
Intuit Connect Las Vegas 2025
Intuit Connect Las Vegas 2025
I’m moderating a panel with some super cool cats.
Alternative business models: Rethinking growth without private equity
Private equity isn't the only path for ambitious accounting firms. In this panel, three firm leaders will share how they built alternative business models that prioritize autonomy, ownership, and sustainable growth.
You'll learn how these different models create opportunity without sacrificing independence. We'll explore why private equity isn't always the best fit and how to select the optimal model for your firm's vision and values.
You’ll learn to:
Understand why private equity isn’t the right answer for every firm.
Explore alternatives for scaling without giving up control to private equity.
Choose a business model that truly fits your firm’s vision and culture.
Chase Birky, CEO and Co-founder, Dark Horse CPAs
Kristen Keats, Owner and Principal, Sherwood Tax & Accounting
Jacob Schroeder, Founder and CEO, Ascend Consulting LLC
CPB Canada Ignite
CPB Canada Ignite
The IGNITE Conference brings bookkeeping, accounting, and finance professionals alongside industry partners. Whether you operate as a sole proprietor, contribute to a small, medium, or large practice, or are dedicated to advancing in the field of accounting, IGNITE presents a wealth of opportunities. From fostering valuable connections with peers to engaging in nearly 50 hours of professional development sessions, exploring an expansive tradeshow, and participating in an array of social events, IGNITE 2025 promises a comprehensive experience.
Curated by industry experts, IGNITE's content is designed to be relevant and practical, aiming to enhance your capacity and skills in the field.
My take: Canadian bookkeepers were early adopters of cloud accounting technology, and it shows with the Ignite conferences. The days of “why” are well behind us, and this conference is very focused on “how”. It also has a unique and large amount of content on compliance topics such as payroll and sales tax, along with in-depth sessions on industry-specific bookkeeping (construction, real estate and e-commerce, for example).
This is the conference that changed my business life way back in 2014. It is a will-not-miss for me.
ChatGPT 201: How (and When) to Use Projects, GPTs, Assistants & Agents
ChatGPT 201: How (and When) to Use Projects, GPTs, Assistants & Agents
Ready to graduate from “AI basics” to automated workflows?
On Thursday, August 14 at 12:30 PM ET (11:30 AM CT), join Isaac Perdomo (automation expert and founder of Opzer.co) & Kellie Parks (accounting thought leader & owner of Accounting4Accountants.com) for a live, fast-paced workshop designed specifically for forward-thinking accounting firms.
It’s called:
ChatGPT 201: How (and When) to Use Projects, GPTs, Assistants & Agents
In just one hour, Isaac will show you:
• When to pick a Project vs. a GPT vs. Agent or Assistants
• How to run ChatGPT without logging in
• Whether early-stage Agents are ready for prime time (and what use cases they unlock)
• Real-life demos of Projects, custom GPTs, & Assistants
• Plus live Q&A with the hosts
Expect practical examples and zero hype. If you’re serious about tightening processes and bringing AI into daily operations, this session is your next step.
Bridging The Gap
Bridging The Gap
This year’s theme, “Expedition Innovation: Charting New Paths in People, Technology, and Practice,” delivers inspiring keynotes, hands-on workshops, and unmatched networking opportunities. Earn CPE & CE credits while connecting with industry leaders and exploring the latest trends shaping the future of accounting.
My take: This is a very engaging event, which focuses on accounting as well as leaning into mental health issues and the impact they have on accounting professionals and firms.
I am so looking forward to this unique event!
Get Connected Toronto
Get Connected Toronto
Intuit Canada’s annual in-person event for accounting professionals. Build new connections, get inspired, and grow your practice – hear from industry experts, log CPD hours, network with your peers, and learn more about QuickBooks’ latest innovations.
My take: This is a terrific educational experience for firms of all sizes, solo/small/mid-size/large firms, and it is a great event for networking with Canadian accounting professionals. You will also have opportunities to interact with Intuit team members, from development to executive and marketing.
Other Cities: Montreal (French only) May 27, 2025 & Vancouver June 10-11, 2025
Scaling New Heights
Scaling New Heights
The 2025 conference will equip you to create an intentional, proactive response to both the significant disruptions and the significant opportunities intersecting our profession. Attend SNH 2025 to get the tools, education and inspiration you need to take strong and decisive actions in your practice and to respond proactively to artificial intelligence, automation technologies, mobile-first collaboration tools, and other disruptive technologies. Simply put, attend Scaling New Heights 2025 to ‘Make it So.’
My take: This is a great event for solo/small/mid-size firms knee-deep in client accounting services. There is a lot of content around that, including bookkeeping and moving into advisory services. You will also find a tech-heavy influence and an outstanding app partner hall unrelated to one of the accounting platforms.
I am excited to be teaching a few sessions - Onboarding On Autopilot Part One: Building A Harmonious Workflow, Onboarding On Autopilot Part Two: Choosing Your Tech Stack, Automate Your Prospective Client Discovery Process and Graceful Endings - Disengaging Clients Respectfully.
Value Added Client Services: Creating a Profitable AR Service Offering in QBO
Value Added Client Services: Creating a Profitable AR Service Offering in QBO
Presented by Signwell.
I’m excited to be partnering with SignWell on on adding AR to you service offerings.
We’ll cover how to build structured AR workflows in QuickBooks Online, enable faster payments, and streamline client touchpoints using templates and digital signatures.
If AR is still reactive in your firm—or you’re looking to build it into a true service offering—this session is for you.
Processes & Technology Will Set You Free
Processes & Technology Will Set You Free
Sponsored By Financial Cents
Are you ready to create more freedom in your accounting firm—without guilt?
Join us for this webinar with Kellie Parks, CPB, where she’ll show you how to streamline your firm’s operations, embrace technology, and confidently step away from the daily grind.
Whether you want more time off, to scale back your workload, or to prepare for retirement, this session will give you actionable steps to make it happen—guilt-free.
What You’ll Learn:
✅ How to define what freedom means for you and your firm
✅ The importance of documenting everything (and how to start!)
✅ How tech tools can empower your team and clients
✅ Practical steps to delegate, price properly, and work more efficiently
✅ How to confidently transition clients, sell your firm, or take a step back
This session is perfect for accounting professionals looking to optimize their workflow, gain more autonomy, and build a firm that supports their lifestyle.
Accounting AI & Automation Summit
Accounting AI & Automation Summit
If you’re wondering how to build a more scalable, automated, and future-ready firm, this event is for you.
I am excited to moderate a panel of top accounting leaders and tech innovators specializing in AI and Automation.
A full day of insights, demos, and real-world strategies, including:
Live Q&A with Jason Staats – How AI is transforming the role of the accountant
Ed Axe – Building a client success system that runs itself
Ryan Lazanis – How he “cloned himself” with automation
Chad Davis – The skills you’ll need to thrive in the AI-powered firm
Alex Falcon Huerta – How AI & automation helps her run a firm from anywhere as a digital nomad
Panel Discussion – Insights from the 2025 State of Workflow and Automation Report
Workflow Swap – Steal proven automated workflows shared live by leading firm owners
Demo – See how our AI & automation features work in action
Insightful Accountant Presents: Cloud Accounting Apps
Insightful Accountant Presents: Cloud Accounting Apps
Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content.
Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals
Practice Management Apps - Internal Use And Client-Facing
Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Cloud Accounting Apps
Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm.
You can access all recordings and teaching materials if you missed a previous session in the series.
April 7 Webbie 3:00 PM Eastern
April 8 Deep Dive 3:00 PM Eastern
April 10 Deep Dive 3:00 PM Eastern
Financial Cents Presents: Rapid Workflow Fix: Get Your Processes Back on Track
Financial Cents Presents: Rapid Workflow Fix: Get Your Processes Back on Track
Struggling with messy workflows? Tasks slipping through the cracks?
Join us for a fast-paced, interactive session where accounting and bookkeeping firms get instant, actionable workflow fixes—live.
How it works:
Submit your biggest workflow challenges before the session to marketing@financial-cents.com.
Kellie Parks will tackle them live with practical, no-fluff solutions.
Walk away with clear steps to streamline processes and prevent bottlenecks.
If we have some time during the session, we may take some questions live but we'd prefer if you send your questions ahead so Kellie can prepare detailed and helpful answers.
This isn’t another typical webinar; it’s a hands-on workflow intervention you can’t afford to miss.
Save your spot and submit your workflow challenge now!
Processes and Technology Will Set You Free From Your Firm
Processes and Technology Will Set You Free From Your Firm
Whatever freedom means to you—retiring hassle-free, scaling your team, selling your firm, or simply working less—processes and technology will lead you there.
Accounting & Financial Women’s Alliance: Making Your Workflows Work for You
Accounting & Financial Women’s Alliance: Making Your Workflows Work for You: Crafting workflows that create efficiency and joy in your day.
As more and more processes and documentation become cloud-based and collaborative, security systems among stakeholders are a must-have. It is essential for your business and your clients’ businesses. But where do you start? In this session, we will go through the systems you can implement right now and how you can engage your team and clients in the processes.
This session will cover:
Defining the outcome of your workflows
Creating a decision matrix on what workflows to create
Setting up workflows in spreadsheets to make them quick to design and implement
Setting up workflows as milestones and tasks
Key Learning Objectives
Why defining outcomes build better workflows
Use milestones to keep work efficient and concise
Create consensus among stakeholders to use the workflows
Decide what to build and what to leave until later
Why would someone want to attend this session?
Workflows are often created in a messy and ad-hoc manner (if they exist outside of someone’s head at all), which can lead to inefficiencies, confusion and less-than-stellar work. In this session, attendees will leave feeling confident in creating defined, streamlined workflows that will take their internal tasks and client outcomes to the next level.
Insightful Accountant Presents: Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Insightful Accountant Presents: Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content.
Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals
Practice Management Apps - Internal Use And Client-Facing
Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Cloud Accounting Apps
Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm.
You can access all recordings and teaching materials if you missed a previous session in the series.
January 14 Webbie 3:00 PM Eastern
January 16 Deep Dive 3:00 PM Eastern
January 21 Deep Dive 3:00 PM Eastern
Financial Cents Workflow Workshop: Client Onboarding & Disengagement
Financial Cents Workflow Reset Workshop: Client Onboarding & Disengagement
Reset, refine and rev up your workflows for 2025!
Step into 2025 with optimized workflows and confidence in your firm's processes!
Join myself and two other accounting firm owners and workflow pros for 1-hour workflow reset workshops and a group workflow therapy session.
The ultimate reset you need to turn inefficient workflows around and optimize your processes for a grand 2025.
December 17, 1-2pm Eastern is the onboarding workshop with me.
December 19th, 1-2pm Eastern is the workflow group therapy session with Dawn, Nick and myself.
Accountex Toronto
Accountex Canada 2024
JOIN THE FUTURE OF
ACCOUNTANCY & FINANCE
I will be hanging about the Financial Cents booth. Come say hi!
Accountex Canada, a 2-day Conference & Tradeshow, offers a comprehensive platform for your business success, with 75+ leading fintech companies and a CPD-accredited education program. The conference is tailored to provide attendees with the latest accounting and finance services updates, allowing for knowledge-sharing and networking opportunities with industry experts. The event will cover essential topics such as industry trends, taxation, practice growth, technology, advisory services and more.
Accountex Toronto (Copy)
Accountex Canada 2025
JOIN THE FUTURE OF
ACCOUNTANCY & FINANCE
I am hosting a session on Contingency Planning, a topic I am passionate about.
What would happen to those around you if something happened to you today? Contingency planning is critical for so many reasons: security of data, continuation of services for both employees and clients and regulatory compliance, to name just a few.
I will be hanging about the Financial Cents booth. Come say hi!
Accountex Canada, a 2-day Conference & Tradeshow, offers a comprehensive platform for your business success, with 75+ leading fintech companies and a CPD-accredited education program. The conference is tailored to provide attendees with the latest accounting and finance services updates, allowing for knowledge-sharing and networking opportunities with industry experts. The event will cover essential topics such as industry trends, taxation, practice growth, technology, advisory services and more.
Intuit Connect Las Vegas 2024
Intuit Connect Las Vegas 2024
This is one of my favourite events of the year and I can’t wait to hang out with my peers and friendies there - please be one of them joining us!
I am a co-host of a session - First impressions: crafting an effective welcome guide for new clients - with the one and only Nayo Carter-Grey.
Creating a Great Presentation: Marketing, Sales, and Speaking Engagements Slide Decks
Creating a Great Presentation: Marketing, Sales, and Speaking Engagements Slide Decks
Your marketing, sales, and speaking content pitches are great, but now it's time to create the collateral to accompany them. In this session, we will run through all the details so you can create wow slide decks and ancillary materials. Great content needs to be presented in a professional, consistent, high-quality manner, or your message will be diluted or lost.
This is an actionable workshop where you will leave with the knowledge to up your presentation creation game.
These live sessions will be recorded, and workshop materials will be downloaded and referred to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Financial Cents WorkflowCon 2024
Financial Cents WorkflowCon 2024
A first-of-its-kind conference focused on helping you streamline and maximize your accounting workflows to get work done.
What can you expect?
This year's WorkflowCon theme is about helping you:
Remove yourself from the day to day routine to stop being the bottleneck in your firm.
Systematize your firm so it can run without you, giving you the freedom to focus on scaling.
Standardize your processes to empower employees and improve client satisfaction.
Scale your firm (whatever that means for you hiring new staff, preparing for an acquisition, working only 10 hours a week and traveling, or hitting $1m in revenue).
And learn from a stellar speaker line-up!
Including my sessions:
On October 22nd, at 3:00 - 3:30 Eastern, I will do a Workflow Roast with Roman Villard, CPA. We will be giving real-time feedback on firm’s processes and workflows.
Oct 23rd, 12:20 - 1:00 Eastern, I am doing Standardize to Optimize: The Benefits of a Streamlined Tech Stack.
Are you struggling with fragmented systems and disjointed workflows? In today's dynamic digital environment, a standardized tech stack is no longer a luxury; it’s a necessity. Businesses that adopt standardized technologies experience improved efficiency, enhanced collaboration, and significant cost savings.
Join me as we walk through the benefits of standardization:
The core components and structure of a standardized tech stack
How standardization reduces redundancy and streamlines operations
How to eliminate bottlenecks and improve workflow efficiency
The financial advantages of a standardized tech stack
How a unified tech stack fosters better consistency and collaboration across teams
Don’t miss this session on the importance of standardizing your tech stack and how it can transform your business.
Insightful Accountant Presents: Practice Management Apps - Internal Use and Client-Facing
Insightful Accountant Presents: Practice Management Apps - Internal Use And Client-Facing
Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content.
Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals
Practice Management Apps - Internal Use And Client-Facing
Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Cloud Accounting Apps
Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm.
You can access all recordings and teaching materials if you missed a previous session in the series.
October 15 Webbie 3:00 PM Eastern
October 16 Interactive Deep Dive 3:00 PM Eastern
October 17 Interactive Deep Dive 3:00 PM Eastern
Financial Cents Workflow Roast
Financial Cents Workflow Roast
The Workflow Roast is where firms' workflow strategies are reviewed, and solutions are given right on the spot. Join Roman and myself as we take on the challenge of improving a bookkeeping and accounting firm's workflow in real time!
If you've ever wondered how to enhance efficiency and avoid common mistakes in your business processes, this video is for you.
In this live critique, you'll see us break down the firm's current practices, identify areas for improvement, and suggest actionable solutions.
Perfect for bookkeepers, accountants, and business owners looking to refine their workflow and boost productivity.
Elevate Your Value Through Speaking Engagements: Writing Solid Submissions for Conferences and Events
Elevate Your Value Through Speaking Engagements: Writing Solid Submissions For Conferences And Events
Speaking engagements empower you to speak at niche (or accounting conferences) events to build your subject matter expert profile (SME), develop networks, and grow personally and professionally. But getting started is daunting; knowing why you would want to speak at what events, deciding what topics to cover and writing submissions that get you invited are often stopping points.
This session is all actionables on defining your whys' for engagements and topics, getting organized to submit proposals, writing great proposals, discovering how to get expenses covered and get paid for engagements, and staying organized for the events you are invited to.
These live sessions will be recorded, and workshop materials will be downloaded and referred to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
CPB Canada Ignite Conference
CPB Canada Ignite Conference
This is the conference that changed my business life!
Why attend?
The IGNITE 2024 Conference brings together Canada’s community of bookkeeping, accounting, and finance professionals along with a range of industry partners. Whether you are a sole proprietor, work at or manage a small, medium, or large practice, or have a career in accounting, IGNITE 2024 has much to offer you – from peer networking, over 50 hours of professional development sessions, an expansive tradeshow, and a range of social events.
IGNITE 2024 content is thoughtfully curated by industry professionals to be relevant and practical to build your capacity and skills.
Who Should Attend?
Bookkeeping and accounting professionals
Chartered Professional Accountants (CPA)
CFOs, Managers and Controllers
Discovery Form Roast - The Bookkeeping Side Hustle
Discovery Form Roast - The Bookkeeping Side Hustle
Kate Johnson and I will be looking at BSH Community members client intake form and roasting them LIVE. This fun live-stream will show us the good, the bad, and the ugly of client intake processes. Come watch and join the fun.
Financial Cents Workflow Roast
Financial Cents Workflow Roast
The Workflow Roast is where firms' workflow strategies are reviewed, and solutions are given right on the spot. Join Roman and myself as we take on the challenge of improving a bookkeeping and accounting firm's workflow in real time!
If you've ever wondered how to enhance efficiency and avoid common mistakes in your business processes, this video is for you.
In this live critique, you'll see us break down the firm's current practices, identify areas for improvement, and suggest actionable solutions.
Perfect for bookkeepers, accountants, and business owners looking to refine their workflow and boost productivity.