Stop overthinking, just do one thing.  - Kellie Parks


::Together With Financial Cents::

Billing and Proposals is live in both the US and Canada now. Imagine the freedom of integrating this directly into your workflow!


Your quickest route to creating freedom, building better processes and empowering client & team autonomy is super simple, but almost everyone I know is overthinking it. 

Just make the dang video!

Don’t worry about your hair and the sound of your voice and your background and the lighting and all… the… things… 

The next time you go to do something that you shouldn’t be doing, don’t want to do or think there should be a process for - record yourself doing it. If you have a team get them to do videos too. 

Videos don’t need to be perfect, they just need to exist. Better versions will come later. 

You can take the video and link it in your practice management app, and/or create a library where you record them (I love Loom). 

Use the transcript and pop it into your LLM (I primarily use ChatGPT and as of today it does better with the transcript than the actual video upload). Have it create a list of the tasks and then add the tasks to your PM or make them as a standalone list if you don’t have a PM.  

Aside from freeing yourself from work, creating autonomy for the folks around you, and starting your *contingency plan, you will be amazed at how a video surfaces all the holes in your processes. I can’t tell you how many times I have viewed my videos and said “gurl, you are a dink, why are you doing the thing that way?”   

I aim to be the little voice in your head on this. When you go to do something I hope you hear me nattering at you “Just make the dang video.”

*P.S. Want to see how this ties into your backup plan? Check out the contingency plan blog.


Join Your Peers Here

CPB Canada Ignite

  • September 9-12, 2025

  • Calgary, Alberta



Kellie Parks, Certified Professional Bookkeeper

Accounting 4 Accountants

I free firm owners from the time and pressure of doing their own books.

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? I specialize in handling accounting firms’ bookkeeping, so you don’t have to. From bookkeeping to creating efficient systems that streamline your workflow, you will experience the freedom of beautiful, compliant and organized financials.

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

I am a runner, water/snow skier and live-music fan.

https://www.accounting4accountants.com/
Next
Next

Overcoming Resistance to Change in Accounting Firms