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Guiding Principles of Choosing Your Tech Stack

GUIDING PRINCIPLES OF CHOOSING YOUR TECH STACK

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 15, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Firms have so many more choices when it comes to the modern tech stack. It’s no secret that choosing between these hundreds of tools is complex. It’s hard to assess which tools you’ve outgrown and the ones which will grow your firm for years to come.

So, how do you decide on the tools and technology that should make up your accounting firm's stack?

In this webinar, we’ll be joined by Carla Caldwell, CEO, Caldwell Training & Consulting. Carla will outline the full tech stack that she has implemented in her firm and her recommendation for the hundreds of firms she consults, trains, and coaches.

Learning Objectives:


  • Determine how to choose the right tech stack for you and your firm

  • Recall tips for assessing and identifying the tools that are right for your firm

  • Determine the true impact of a powerful tech stack on your firm’s revenue, client, and staff experience

  • Explain how choosing the right tech stack for your firm will boost productivity, create efficiencies in your firm, and will ultimately save you time

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

About Our Presenter

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Helping organizations thrive through cloud-based solutions.