{"id":126012,"date":"2024-07-03t11:55:57","date_gmt":"2024-07-03t15:55:57","guid":{"rendered":"\/\/www.g005e.com\/?p=126012"},"modified":"2024-08-29t23:52:54","modified_gmt":"2024-08-30t03:52:54","slug":"four-considerations-when-standardizing-client-tech-stacks","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/07\/03\/four-considerations-when-standardizing-client-tech-stacks\/","title":{"rendered":"four considerations when standardizing client tech stacks"},"content":{"rendered":"

\"\"<\/p>\n

how to make sense of their various channels.<\/strong><\/p>\n

by jody padar<\/i>
\nradical pricing \u2013 by the radical cpa<\/i><\/a><\/p>\n

clients use the client technology stack to run their day-to-day businesses. the stack they use depends on their niche or vertical. for example, law firms use clio, while e-commerce businesses rely on webgility, among others.<\/p>\n

more:\u00a0<\/b>digitize clients for standardization<\/a> | six steps to creating a standardized practice<\/a> | value pricing requires defining your clients<\/a> | stop selling time<\/a> | three critical factors drive the value pricing trend<\/a> | stop looking for talent that does not exist<\/a> | advisory work must be priced by value, not hours<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n

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the next tech layer is data aggregation. all the data feeds will land here, and you can determine what to do with and how to organize this information based on kpis or other metrics around which you’re building their business success.<\/p>\n

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the following tech layer is their general ledger, which will communicate with the accounting firm\u2019s cloud accounting service, usually either quickbooks online or xero. in the general ledger, there will likely be an accounts payable system, such as bill.com or melio. additionally, there will likely be a payroll service and maybe a sales tax service.<\/p>\n

accountants will look to the general ledger to make sure all the data came in correctly and the metrics look good. in the accounting services tech stack, you\u2019ll find the work product: bookkeeping, write-ups, no-touch tax returns, financial statements and data-based kpis. these products standardize and encompass a lot of the accounting output. there will also be accounting advisory services based on all the provided information including the reports and compliance deliverables.<\/p>\n

standardization will vary greatly depending on the industry. because medical practices rely on many disconnected processes, let\u2019s explore this as a sample.<\/p>\n

say, for example, your job is to create a holistic and streamlined system to help them run their business. before you work your magic, most medical offices have the following disjointed characteristics:<\/p>\n