The Cloud Accounting Blog


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Loads of useful information and advice for your business.

Resources to create respectful client relationships, learn best practices, vet applications and general cloud knowledge.

Client Engagement - Cloud Security - Cloud Technology - Efficiency - Marketing - Musings - QuickBooks Online

Musings, Client Engagement Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings, Client Engagement Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

How To Lose A Client In 10 Ways

Discover the 10 common pitfalls that can drive clients away—before you even realize it. From unclear communication to rushing relationships, our guide helps you identify and fix the habits that might be costing you valuable business.

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Musings, Client Engagement Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings, Client Engagement Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Thank You For Doing What You Were Supposed to Do

Gratitude in action: a heartfelt thank you for doing what’s expected—whether it’s completing tasks, meeting deadlines, or simply showing up with a great attitude. It’s the small acknowledgments that create big waves of appreciation

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Efficiency, Musings Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Efficiency, Musings Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

It’s Time To Realign

Is it time to realign your business for 2025? I’m taking a hard look at what I love doing, what I do best, and where I can bring the most value—now’s the perfect time to reset and head into the new year fresh and focused!

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Musings Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Don't Yuck On My Yum

Finding joy in sharing knowledge isn’t always easy, especially with naysayers around. Learn how to embrace your work, manage the ‘yuckers,’ and empower others by staying true to what drives you.

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QuickBooks Online Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) QuickBooks Online Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

QBO Tech Tip - Exclude and Delete Bank Feed Transactions

QBO Tech Tip: Learn the essential steps for managing QBO bank feed transactions to keep client files clean and compliant. From closing books to setting up smart processes, discover the tips that prevent unwanted entries and ensure data accuracy.

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Cloud Technology, Cloud Security Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Cloud Technology, Cloud Security Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Eight Key Security Elements To Look For In Your Cloud Applications

Discover the essential security elements to look for in cloud applications: bank-level encryption, DDoS prevention, data storage locations, internal security policies, login/logout options, SOC2 compliance, and user permissions. Protect your business and client data by ensuring these key features are in place.

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Efficiency, Cloud Technology Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Efficiency, Cloud Technology Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Top Eight Features to Look For In A Form Builder App

Forms can be game-changers for your business! From gathering client data to automating tasks, they bring ease and professionalism to your workflow. Whether you’re just starting out with Google Forms or diving into features like conditional logic and integrations with Typeform, pick the form builder that fits your style and watch it work wonders for your firm!

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QuickBooks Online Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) QuickBooks Online Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

QBO Tech Tip - Add Default Tax Codes to Customers

QBO Tech Tip: Adding default tax codes for Canadian customers helps you streamline invoicing, especially for out-of-province and exempt sales. You'll save time and ensure accurate tax coding—this tip is particularly beneficial for e-commerce clients managing various tax regions or product lines.

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Efficiency, Cloud Technology Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Efficiency, Cloud Technology Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Top Ten Client Collaboration Features to Look For In A Practice Management App

Elevate client relationships with a practice management app that emphasizes seamless collaboration and user-friendly features. Explore the top ten client collaboration features to streamline processes, enhance communication, and create exceptional client experiences.

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Musings, Efficiency Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings, Efficiency Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Run Uphill, Walk Down

In life and business, running uphill builds strength, while walking downhill lets you enjoy the view—balance is key! Whether you're powering through challenges or slowing down to see the bigger picture, finding the right pace is essential for growth and success.

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Efficiency, Cloud Technology Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Efficiency, Cloud Technology Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Top Thirteen Firm Facing Features To Look For In A Practice Management App

Choosing the right practice management app can be overwhelming—Discover the top thirteen must-have features in a practice management app for your accounting or bookkeeping firm. From custom fields and email integration to native automation and workflow templates, this list will help you streamline operations and bring efficiency to your day.

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Musings Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

I Will Back Your Boat In For Beer

Learn from the "back-in boat guy" and master your ideal client strategy. Identify your ideal customer, understand their needs, know where to find them, and set your price to build a client base you love.

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QuickBooks Online Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) QuickBooks Online Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

QBO Tech Tip - Reconciling Current Date Ranges When The Past Reconciliations Haven't Been Completed

Manage current reconciliations while waiting for older paperwork using a "soft reconciliation" approach. Start by customizing your reconciliation filters for current date ranges and proceed with the soft reconciliation. This method allows you to continue progress without pausing the entire project until older details are available.

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Musings, Efficiency Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings, Efficiency Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

The Messy Middle Of Change - Part Three

I am big on change; I am always iterating on my business models, app stack, systems and processes - so, of course, that means there are trials along the way.

Navigating the aftermath of Hurricane Ian has been a journey filled with challenges and small victories. And as I always say, "Change is hard. Not changing will be harder." This experience has reinforced that mantra, showing how embracing change, even when it's messy, ultimately leads to growth. Through the ups and downs of rebuilding, we've learned that adapting to the unexpected is key to moving forward.

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Musings, Client Engagement Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship) Musings, Client Engagement Kellie Parks, CPB, FCPB (Certified Professional Bookkeeper - Fellowship)

Are You Overwhelmed By App Choices?

Feeling overwhelmed by app choices? Explore the frustration of decision paralysis through a fun analogy of golf cart shopping. Learn practical steps to streamline your tech upgrades and avoid being bogged down by too many options.

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