So You Are on a Path to a Bookkeeping Career!


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I love that you are considering this possibility.

It’s a great path to embark on if you want to empower small- and medium-sized business owners. It’s a knowledge-based career which creates a fantastic life-work balance! It’s a special collaborating space with peers.

“I stinkin’ love being a cloud-based bookkeeper!”

And I want you to love it as much as I do.

But where to start?

How much education is needed?

What type of education is needed - accounting skills and/or technology?

What certifications are necessary?

  1. Create a professional Facebook profile, and you will thank me. Keep it genuine, still be you, but this will keep your personal Facebook - well, personal. Facebook algorithms will shower you with accounting-based feeds once you start engaging in our communities.

  2. Join my Facebook group, The Workflow Wateringhole, and this one, QB-HQ.

  3. If your bookkeeping knowledge is weak, or you lack confidence in your skills, I recommend this course.

    Trifold, Educate Me
    $1800.00 (Cdn) + $75.00 for course materials
    (payment plan available)

  4. Sign up as a QuickBooks ProAdvisor to learn the software.

    It's free, and they offer awesome training.

    Set your personal finances up in QBO to get used to the program.

  5. This is an organization you should join, CPB Canada.


Short and simple steps to get started. So get on with getting on, and welcome to the good life!


Simply yours, Kellie :-}

::Shameless Call To Action::

I sell cloud accounting templates, standard operating process handbooks and client guides.


Kellie Parks, CPB

Cloud Process Creator

I craft processes and automation for future-thinking accounting professionals who believe in the mightiness of online technology.

I want every accounting professional to love running a cloud-based business as much as I do. 

Embracing the cloud requires effective best practices, consistent communication, and efficient processes, systems, and workflows. That's why we have dozens of pre-built templates to take the pain out of creating optimization in your firm.

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

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

I’m always wondering what you would do more of—outside of work—if processes, automation, and apps gave you your life back.

https://calmwaters.ca/
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