CAS Clarity in 5 with Kellie Parks

✋Welcome to The CAS Cache, a newsletter designed to help accounting firms grow their CAS offerings.

This series, CAS Clarity in 5, powered by FinDaily.io, brings you five rapid-fire questions with kick C@$ people: uncovering the tools, KPIs, and lessons driving CAS success.

This episode of the CAS Clarity in 5 is with Kellie Parks, founder of Calmwaters Cloud Accounting.

🎯 Firm Goal/Mission: Take away the overwhelm of running an accounting firm for accounting firm owners.

⚙️ Tech Tool: Financial Cents + Right Tool (one of my favorites too) for QBO.

📊 Favorite KPI: Less than 5 year-end adjusting journal entries.

🔑 Getting Unstuck: Step outside or call a friend, then return to finish strong.

🔮Glad Did Earlier in Accounting Firm: Built community, found mentors, adopted cloud early, implemented fixed fees, and avoided AR.

🗣️Want the full conversation?
Watch the episode on YouTube 👇 or listen on Apple Podcasts or Spotify for the complete CAS Clarity in 5.

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Thanks for reading, Luke Templin!

P.S. Enjoy learning from other kick C@$ people? Join the Kick C@$ Community risk-free for 30 days. All I ask is that you introduce yourself and jump into one conversation.