{"id":78998,"date":"2020-08-29t12:00:49","date_gmt":"2020-08-29t16:00:49","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=78998"},"modified":"2020-09-01t21:36:50","modified_gmt":"2020-09-02t01:36:50","slug":"boost-efficiency-with-tech-stacks","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/08\/29\/boost-efficiency-with-tech-stacks\/","title":{"rendered":"boost efficiency with tech stacks"},"content":{"rendered":"<p><strong><a href=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/08\/screwdriver_wrench_tools.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-64545\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/08\/screwdriver_wrench_tools-424x384.jpg\" alt=\"screwdriver and wrench\" width=\"324\" height=\"294\" \/><\/a>bonus: you\u2019ll be better connected.<br \/>\n<\/strong><\/p>\n<p><em>by jody grunden<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/jg20vcfo\/\"><i><span style=\"font-weight: 400;\">building the virtual cfo firm in the cloud<\/span><\/i><\/a><\/p>\n<p>i believe it\u2019s important for accounting firms to standardize their technology \u201cstack.\u201d having a standardized tech stack of applications helps to automate every corner of your workflow.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/08\/22\/use-bots-to-your-advantage\/\">use bots to your advantage<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/02\/adding-vcfo-services-to-your-offerings\/\">get ready to launch virtual cfo services<\/a> | <a href=\"\/\/www.g005e.com\/2020\/06\/21\/riches-niches-going-virtual-opportunitieswhy-thought-leadership-matters\/\">riches in niches<\/a> | <a href=\"\/\/www.g005e.com\/2020\/05\/31\/marketing-is-about-thought-leadership\/\">marketing is about thought leadership<\/a> | <a href=\"\/\/www.g005e.com\/2020\/05\/10\/how-to-audit-401ks\/\">how to audit 401(k)s<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/08\/29\/boost-efficiency-with-tech-stacks\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>the applications you use should be seen as an extension of your business. your onboarding process will be more effective if your team doesn\u2019t have to learn a new set of tools every time a new client comes on board.<br \/>\nwhile we will, of course, work within whatever programs new clients are using, developing consistency internally as much as possible is key.<\/p>\n<p>at summit cpa group, we have three primary technology stacks:<\/p>\n<p><!--more--><\/p>\n<p><strong><a href=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/10\/summittechstack_admin.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-67174 aligncenter\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/10\/summittechstack_admin-424x732.png\" alt=\"chart\" width=\"424\" height=\"732\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_admin-424x732.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_admin.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_admin.png 446w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a><\/strong><\/p>\n<p><strong>1. admin<\/strong> \u2013 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.<\/p>\n<p>&nbsp;<\/p>\n<p><strong><a href=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/10\/summittechstack_auditprodtax.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-67175 aligncenter\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/10\/summittechstack_auditprodtax-424x706.png\" alt=\"chart\" width=\"424\" height=\"706\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_auditprodtax-424x706.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_auditprodtax.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_auditprodtax.png 454w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>2. audit, production, and tax<\/strong> \u2013 these are the tools we use to provide services to our clients. our audit, production &amp; tax tech stack includes software programs for audit, audit research, accounting, bill pay, dashboarding, expense management, forecasting, time tracking, and tax.<\/p>\n<p><strong><a href=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/10\/summittechstack_marketing.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-67176 aligncenter\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2019\/10\/summittechstack_marketing-424x344.png\" alt=\"chart\" width=\"424\" height=\"344\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_marketing-424x344.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_marketing.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/10\/summittechstack_marketing.png 443w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a><\/strong><\/p>\n<p><strong>3. marketing<\/strong> \u2013 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.<\/p>\n<p>these three primary technology stacks help keep our team connected with one another as well as with our clients. i believe it\u2019s important for us to always be willing to adapt to the newest technology that comes along, and because technology is always changing, i don\u2019t 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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>bonus: you\u2019ll be better connected.<\/strong><br \/>\n<em>by jody grunden<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/jg20vcfo\/\"><i><span style=\"font-weight: 400\">building the virtual cfo firm in the cloud<\/span><\/i><\/a><\/p>\n","protected":false},"author":3185,"featured_media":54445,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,2306],"tags":[],"class_list":["post-78998","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-tech-and-fintech"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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