CalmWaters Cloud Accounting | Kellie Parks
Watch this tech stack in action!
Firm Insights:
CalmWaters Cloud Accounting
Team members: 2
Client Size: Varies as I do “love ’em and leave ’ems”
8 MRR, bigger, weekly engagements though
A few multi-year cleanups, often multi-entity clients on the go at any given time
Niche: Multi-entity, incorporated, professional service-based businesses
I am building a new niche, “Accounting for Accounting Firms.” I am going to be offering bookkeeping for their books, not for their client books.
Growth Goals: I purposely scaled back in 2019; I am pretty happy with our client workload, so not looking to drive growth as much as replace non-accounting firm work with my new niche. I want enough bookkeeping to keep my team member on, but I am very focused on aspects of my business unrelated to accounting work (template sales, app partnership work and firm coaching).
Internal Tech Stack
Category |
App |
| Client Communication | N/A |
| CRM / Proposal Creation | Financial Cents |
| File Backup | Rewind |
| File Storage | Dext |
| Password Storage | N/A |
| Practice Management | Financial Cents / Acuity |
| Proposal Creation | N/A |
| Bookkeeping Review Tool | N/A |
| Social Media Manager | N/A |
| Team Communication | N/A |
| Website | N/A |
| Workflow Tools | Acuity / 17Hats / Typeform / RightTool |
| Workspace | G-Suite |
External Tech Stack
Category |
App |
| Accounting Software | QBO |
| A/P | Plooto |
| A/R | N/A |
| Construction | N/A |
| E-Commerce | N/A |
| Field Service | N/A |
| HR | N/A |
| Inventory Management | N/A |
| Other (Professional Services) | N/A |
| Payroll | N/A |