Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs

In this solo episode, Alyssa Lang covers how to build an efficient and effective tech stack for your bookkeeping or accounting firm. She dives deep into understanding the five core systems to have in place, how to identify the tech you need and implement them without feeling tech stress and overwhelm.

In this episode you’ll hear:

• What 5 core systems I recommend you have at any stage in business
• How to identify your tech stack for your firm
• How to get rid of unnecessary tech and save room for the tech that serves you
• How long you should be testing new tech that you roll out
• Easiest way to integrate your tech stack to work seamlessly for your company

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping Tech Stack

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

💻 Onboarding on Autopilot (Ambitious Bookkeepers Dubsado for bookkeepers program)

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For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com