Jason On Firms Podcast 445 Follow THIS Process To Nail Your Tech Stack in 2025
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Apr 18, 2025 Discover a strategic six-step approach for accounting firms to select the ideal tech stack for 2025. Learn about the essential practice management systems and workflow tools that boost efficiency and client engagement. Explore the balance between outsourcing and direct hiring to enhance project outcomes. Gain confidence in your tech selection process while navigating the challenges of technology choices. Engage with peers for fresh insights and promote focused, timely decisions to drive growth in your firm.
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Tech Stack Confusion Paralysis
- Tech stack confusion causes constant uncertainty and indecision for firms.
- Having clear confidence in your tools frees mental capacity for firm execution and people management.
Community Drives Tech Transparency
- Internet and social media communities have broken down barriers for open discussions about firm tech.
- Firms now have access to real user feedback rather than just sales reps' information.
Follow Sequential Tool Selection
- Choose your accounting tech in a specific sequence to avoid bloated stacks and wasted spend.
- Start with core tools that cover most needs, then add only what you really need beyond that.