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Self-Study CPE
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Free cpe webinars
Guiding Principles of Choosing Your Tech Stack


Available Date(s)
Tuesday, August 09, 2022: 12:00PM EDT
Monday, August 15, 2022: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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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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.

Additional Materials
Tech Stack Checklist
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Helping organizations thrive through cloud-based solutions.