Cloud Solutions with Kellie Parks

Discover how to bring joy to accounting with cloud technology on Episode 129 of The Unique CPA! Kellie Parks talks to Randy Crabtree about her passion for bookkeeping and how she helps accounting professionals love cloud accounting as much as she does. Learn about the templates and tools Kelly provides to streamline your firm’s processes and hear tips for implementing new technologies step-by-step without getting overwhelmed. Tune in to get insights on automating your work, improving work-life balance, and embracing cloud solutions to reduce stress in your practice.

Important Links


Kellie Parks on LinkedIn

About the Guest

Kellie Parks is the founder of Calmwaters, which offers cloud accounting and bookkeeping services to multiple entity companies, developes accounting templates, workflows and processes for accounting businesses, among other products, and consults with accounting firms to initiate the adoption of technology. An ardent devotee of online accounting platforms, Kellie adopted cloud financial technology using Freshbooks and QuickBooks Online.

Cloud accounting technology has made it possible for Kellie to enjoy working from out-of-country locations for the majority of the winter while maintaining her education, coaching and bookkeeping business seamlessly.

Kellie is QBO Advanced Pro Certified, Freshbooks Certified, Dext Certified, a Hubdoc Advanced Partner, WagePoint Certified, QBTime Certified, a Plooto Partner, an Ignition Partner, a 17Hats Partner, a Karbon Partner, a Pandadoc Partner, a Zoom Partner, a Reply Partner, and an Acuity Partner.

Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.