By Jody Grunden
Building the Virtual CFO Firm in the Cloud
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: