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.

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Cloud Technology, Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper

Overcoming Resistance to Change in Accounting Firms

Discover how to overcome resistance to change in accounting firms. Learn practical strategies to reduce pushback, build team buy-in, and implement new tools and workflows with ease—ensuring progress, improved efficiency, and stronger client experiences in a fast-evolving industry.

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Efficiency, Cloud Technology Kellie Parks, Certified Professional Bookkeeper Efficiency, Cloud Technology Kellie Parks, Certified Professional Bookkeeper

How To Create An Efficient Accounting Kitchen

Streamline your firm like a pro kitchen. Discover cloud tools, automation, and smart integrations that turn tech clutter into a sleek, efficient workspace. From accounting apps to client communication, learn the must-have ingredients for a modern firm that runs like a well-prepped kitchen.

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Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper

Your Fitbit May Be Lying - Which Would Mean Your KPIs Are Junk

Many track health or business data—but is it actionable? Learn why clean, outcome-focused KPIs matter more than vanity metrics. From skewed step counts to misleading financial dashboards, discover how to build reliable, tech-enabled KPIs that drive real results in your business and life

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Cloud Technology, Efficiency Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency Kellie Parks, Certified Professional Bookkeeper

Streamlining Client Onboarding with Cloud-Based Workflows

Client onboarding doesn’t have to be a headache. With a few smart cloud-based systems, accounting pros can turn a clunky, repetitive process into something smooth and stress-free. It’s not just about saving time—it’s about making a good first impression and setting the tone for a strong client relationship

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Cloud Technology, Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper

Client Communications Decision Matrix

Managing client communication can be overwhelming with so many options available. This guide shares a simple decision matrix for choosing the right method—text, call, app chat, tasks, or email—based on urgency, complexity, and desired outcomes. Learn how to streamline client interactions using tools like Financial Cents while setting boundaries and taming notification overload.

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Cloud Technology, Efficiency Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency Kellie Parks, Certified Professional Bookkeeper

You Need An SOP For Your SOPs

Documented SOPs (Standard Operating Procedures) and workflows are essential for building efficient, consistent, and scalable firms. They streamline processes, improve compliance, support contingency planning, and enhance the client experience. Learn how to create clear, structured SOPs and workflows that boost productivity, empower teams, and set a strong foundation for growth — without the overwhelm.

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Cloud Technology, Musings Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Musings Kellie Parks, Certified Professional Bookkeeper

Is FOBO Sabotaging Your Freedom?

Struggling to choose the right tech for your accounting firm? FOBO—Fear of a Better Offer—might be the culprit. This guide breaks down how indecision stalls your growth and offers practical steps to overcome it. Learn how to confidently streamline your tech stack, define your firm’s freedom, and make impactful decisions without second-guessing every option.

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QuickBooks Online Kellie Parks, Certified Professional Bookkeeper QuickBooks Online Kellie Parks, Certified Professional Bookkeeper

QBO Universal Search Is Da Bomb

Boost your QBO productivity with Universal Search—an underrated powerhouse hiding in plain sight. From transactions to reports, search nearly anything instantly and skip the click maze. Pair it with bookmarks and RightTool for an unstoppable workflow upgrade. It’s fast, efficient, and game-changing for busy pros who want smarter navigation.

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Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper Efficiency, Musings Kellie Parks, Certified Professional Bookkeeper

Recording yourself is the “Yuka” of process improvement

Love-hate relationship with screen recordings? Same. Just like Yuka exposes product flaws, recording yourself at work reveals inefficiencies—painful but powerful. Tools like Loom make it easy to track progress, refine workflows, and improve communication. Embrace the cringe, record, review, and level up your process.

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Musings Kellie Parks, Certified Professional Bookkeeper Musings Kellie Parks, Certified Professional Bookkeeper

I Want To Be Your Accounting Backhoe

Overwhelmed by messy QBO files? I’m your accounting backhoe—ready to tackle the heavy lifting and clean up your books with precision. Let’s turn chaos into clarity so your firm can thrive. Let’s dig in!

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Cloud Technology, Efficiency, Client Engagement Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency, Client Engagement Kellie Parks, Certified Professional Bookkeeper

Don't Let Legacy Cachet Deter Positive Change

Legacy businesses risk fading away if they don’t evolve. Modernize your firm by ditching paper, using online scheduling, and implementing practice management apps to enhance efficiency and client experience. Don’t let outdated processes hold you back—embrace cloud-based accounting, automation, and digital workflows to future-proof your business.

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Efficiency, QuickBooks Online, Cloud Technology Kellie Parks, Certified Professional Bookkeeper Efficiency, QuickBooks Online, Cloud Technology Kellie Parks, Certified Professional Bookkeeper

QBO Tech Tip - Creating Chrome Client Folders And Bookmarks

Boost your QBO workflow efficiency with Chrome folders and bookmarks! Organize client files, streamline reconciliations, and speed up recurring tasks with a structured bookmarking system. Save time, ensure consistency, and scale effortlessly. Combine it with a password manager for instant access. Implement this smart bookkeeping hack today for a smoother QBO experience!

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Cloud Technology, Efficiency, Client Engagement Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency, Client Engagement Kellie Parks, Certified Professional Bookkeeper

I Built A Bot (And You Can Too)

I built a custom chatbot for my website in under five minutes using Chatbase—no coding required! Now, Decimal enhances user experience by answering FAQs and making site searches more interactive. AI-powered chatbots are a game-changer for customer engagement, automation, and website support. If you've been putting off chatbot integration, now’s the time!

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Cloud Technology, Efficiency, Client Engagement Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency, Client Engagement Kellie Parks, Certified Professional Bookkeeper

Magical Client Experiences Don’t Look Like What I Just Went Through

Big institutions make simple tasks feel like an obstacle course—endless emails, clunky PDFs, and zero streamlined processes. From renewing insurance to securing a line of credit, it's a frustrating maze.

Here's the fix: Make it easy for clients! Use online forms, secure uploads, e-signatures, and clear instructions. A seamless process isn’t just nice—it keeps clients from looking elsewhere.

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Cloud Technology, Efficiency Kellie Parks, Certified Professional Bookkeeper Cloud Technology, Efficiency Kellie Parks, Certified Professional Bookkeeper

It Works, But It’s Awkward

Is your business running on outdated systems that 'work' but feel awkward? It might be time for a renovation! Upgrading from spreadsheets to a practice management app, going paperless, implementing automation, and using a password manager can boost efficiency, security, and client experience. Plus, an online scheduler and templates save time and streamline operations. These aren’t just upgrades—they’re investments in your firm’s future, giving you more freedom and flexibility. Ready to renovate? Let’s get started!

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