Kellie Parks Cloud Accounting Aficiando of Calm Waters Bookkeeping joined me and we:
- Explored App Advisory
- Here about the extensive collection of process and workflow templates Kellies built for practices and businesses and how she has adapted them to Asana, Pixie, Click-Up, 17 Hats, Karbon and Jet Pack.
- Plus I convinced her to bring the elephant back to drink at the Workflow Wateringhole!
- We touched on the elements needs for building a lifestyle practice
- Explored the importance of creating an ideal client profile
- and Kellie shared the tools she uses in her business.
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