how ‘tech stacks’ can help you standardize

you’ll be more efficient and better connected.

by jody grunden

i believe it’s important for accounting firms to standardize their technology “stack.” having a standardized tech stack of applications helps to automate every corner of your workflow.

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the applications you use should be seen as an extension of your business. your onboarding process will be more effective if your team doesn’t have to learn a new set of tools every time a new client comes on board.

while we will, of course, work within whatever programs new clients are using, developing consistency internally as much as possible is key.

at summit cpa group, we have three primary technology stacks:

1. admin – these are the tools we use internally to work together as a team. they help our team collaborate and communicate effectively online even though we are not all together in the same location. our admin tech stack includes software programs for accounting, bill pay, client interaction, cloud storage, expense management, internal communication, meeting scheduling, productivity tools, recruiting, security, task management, time tracking, and workflow automation.

2. audit, production, and tax – these are the tools we use to provide services to our clients. our audit, production & tax tech stack includes software programs for audit, audit research, accounting, bill pay, dashboarding, expense management, forecasting, time tracking, and tax.

3. marketing – these are the tools we use to promote our company and our services online. our marketing tech stack includes software programs for customer relationship management (crm), sales and marketing, social media and website.

these three primary technology stacks help keep our team connected with one another as well as with our clients. i believe it’s important for us to always be willing to adapt to the newest technology that comes along, and because technology is always changing, i don’t want to get too specific about the exact tools we use today. instead, you can use this general overview as a guide for which areas to consider as you develop your tech stacks.

posted on october 13, 2019

2 responses to “how ‘tech stacks’ can help you standardize”

jeff turner
october 16, 2019
i cannot make out/read the tax software used>
- 卡塔尔世界杯常规比赛时间 research
  october 20, 2019
  cch axcess

jody grunden

about the author

jody grunden is ceo & co-founder of summit cpa group—perhaps the first virtual cfo firm and the largest distributed-model accounting firm in the nation.

he is the author of building the virtual cfo firm in the cloud.

building the virtual cfo firm in the cloud, is available exclusively from 卡塔尔世界杯常规比赛时间 here.

he started summit cpa group in 2002, bringing more than 23 years of public and corporate accounting leadership, tax expertise, and executive management experience to his role with the company. grunden is a member of the forbes finance council, american institute of public accountants (aicpa), and the indiana cpa society.

click here for more by jody grunden

direction and strategy grunden oversees the corporate direction and strategy of summit cpa group, focusing on leadership, innovation, and marketing. jody takes great pride in helping business owners strive in all economic conditions. he says, "a well-run company will excel in both a good and bad economy.” since starting the summit cpa group, grunden has worked with clients and partners to share summit cpa group’s strategy and mission. unlike many others in the business of accounting who focus on historic financial statements and tax returns, summit cpa group operates under the profit-focused model, using dynamic forecasting models and key performance indicators with their clients to help them transcend simply “being in the black” and to focus on longer-term financial health and wealth.

career history before joining summit cpa group grunden served as a tax professional at the regional accounting firms crowe, formerly crowe chizek and company, and bkd formerly geo s. olive, where his focus was on small business taxation. jody then worked as the tax manager rea magnet wire company, inc-- a $250 million international, multi-state, manufacturing company --where he stood before the taxation and revenue department of the state of new mexico and won an appeal for a $300,000 investment credit that was earlier denied by the department. the appeal was a published decision.

mission summit cpa group’s mission is to change the way people think about accounting. to achieve this, jody regularly speaks and leads discussions with groups of creative service professionals including web development, design, marketing firms, and branding agencies. jody helps his clients apply key metrics to their business. there are thousands of financial metrics that are important to the health of a business. many times as an owner it can be overwhelming. jody identifies the top four metrics—money in the bank, production, net income, and pipeline—and shows his customers how to use them in guiding their business. when he’s not meeting with clients or team members, he’s a nice guy who likes hockey, golf, and his family. jody graduated from indiana university and is writing his latest book. if you’d like to learn more about jody, hear him speak, or understand how summit cpa can change the way you think about accounting, contact jody today:

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2 responses to “how ‘tech stacks’ can help you standardize”

jeff turner

卡塔尔世界杯常规比赛时间 research