Webinar: March 23rd, 1pm EST

Dext and Financial Cents: How to Set Up Systems and Processes for Your Virtual Firm

Dext and Financial Cents are pleased to have Kellie Parks, CPB and Founder of Calmwaters Cloud Accounting, and Nayo Carter-Gray, EA MBA, CEO of 1st Step Accounting, host a session on how to set up systems and processes for your virtual firm. If you're not in a virtual firm but collaborate remotely with colleagues or clients, this session is also for you.

Days
Hours
Mins
1 hour
Available on demand

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About the webinar:

Setting up processes can be difficult. It's imperative for firms and businesses to have great processes, that's not news, but the hard part is determining where you need these processes. Sometimes you need to start at the end. 

Join Kellie Parks, Nayo Carter-Gray, Financial Cents, and Dext for the first of our four-part webinar series this year! This will be a lively session all about setting you up for success with great systems and processes!

Agenda

  • Getting started begins with how you want the process to end

  • Engaging your stakeholders in your systems

  • Defining the milestones of your systems and processes

  • Listing your steps and best practices - stop overthinking this!

  • Optimizing killer tech for killer workflows

Speakers

kellie-modified

Kellie Parks, CPB

Founder Calmwaters Cloud Accounting

Kellie Parks, CPB, is an ardent devotee of online accounting platforms and all the apps that create a robust cloud accounting ecosystem. Kellie is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Kellie adopted QBO and has not looked back.  QBO Advanced Pro Certified, Freshbook Certified, Dext Certified, Hubdoc Advanced Partner, WagePoint Certified, QBTime Certified, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, Pandadoc Partner, Zoom Partner, Reply Partner, Acuity Partner.

nayo

Nayo Carter-Gray, EA MBA

CEO 1st Step Accounting

Mrs. Carter-Gray is a certified “techie” and wanted to help save her planet so she decided that a virtual paperless accounting practice would be the most efficient way, along with recycling. With this practice she gets to explore cloud-based solutions that make running a small business possible from anywhere you can connect to the internet. Nayo is a QuickBooks Online Advanced Certified Proadvisor, was named one of Hubdoc’s Top 50 Cloud Accountants (North America) 2017 & 2018, and was hand picked to serve as a member of the Intuit Accounting Council 2018-2019.