445 Follow THIS Process To Nail Your Tech Stack in 2025

18 Apr 2025 · 33 min
Episode

18 Apr 2025 · 33 min

0:00

Jason Staats lays out a six-step hierarchy for building an accounting firm tech stack: start with core platforms like tax prep and ledgers, then add practice management and workflow tools together, then engagement and service-line tools, then peripheral add-ons. Use peer communities and demo libraries to decide within 30 days and stop chasing every new tool.

Questions this episode answers

38 companies (North America, accounting-vertical practice management vendors).

Give yourself 30 days to make decisions (implementation will take longer).

$180 per month (price mentioned for the community Realize).

About 500 firms (community size referenced when surveying Keeper usage).

Over 80% of surveyed bookkeeping firms in his community use Keeper for month-end close automation.

Chapters

More from Jason

1:04:02
Podcast

622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future]

3mo ago
1:02:12
Podcast

621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]

3mo ago
Podcast620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]
Podcast

620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]

3mo ago
Podcast619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]
Podcast

619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

3mo ago
Podcast618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]
Podcast

618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]

4mo ago
Podcast617 5 More AI Use Cases for Accounting Firms [Number three is incredible]
Podcast

617 5 More AI Use Cases for Accounting Firms [Number three is incredible]

4mo ago
Podcast616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)
Podcast

616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)

4mo ago
Podcast615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]
Podcast

615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]

4mo ago
Podcast614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]
Podcast

614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

4mo ago
Podcast613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]
Podcast

613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

4mo ago
Podcast612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]
Podcast

612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]

4mo ago
See all content