Our Summer Series: Reviewing the Accounting Tech Stack


Jess Panogalinga


The weather is getting warmer, and our summer series about reviewing your tech stack is coming soon! It’s the perfect time to reflect on your tech stack and evaluate how well your apps work together. Are your current tools enhancing efficiency and streamlining workflows, or are there areas that need improvement? Now is the ideal season to work with your team to assess and optimize your tech stack.

Taking the time to review your tech stack thoroughly can have a significant impact on your business operations. Here are a few reasons why summer is the perfect season for this:

  1. Mid-Year Check-In: With the year halfway through, it’s an excellent opportunity to analyze what has been working and what hasn’t. This mid-year check-in allows you to make necessary adjustments before the end of the year.
  2. Team Collaboration: Summer often brings a slightly slower pace, providing more bandwidth for team collaboration. Engage your team in the evaluation process to gather diverse insights and identify pain points that might not be immediately apparent.
  3. Preparation for Busy Seasons: Optimizing your tech stack during the summer ensures you’re well-prepared for the busy seasons ahead. Whether it’s end-of-year financial reporting or tax season, having efficient tools will make these periods less stressful.

In our upcoming series, we’ll break down the evaluation process and dive into critical areas of your accounting tech stack:

  • ERPs: Understand when is the best time to transition from QuickBooks, Xero, or another accounting software to a more robust ERP.
  • Bill Payment Software: Explore the best options for efficiently automating and managing your bill payments.
  • Payroll Providers: Review top payroll solutions to ensure seamless and accurate payroll processing.
  • Sales Software: Evaluate sales software to enhance your sales processes and customer relationship management.

Stay tuned for valuable resources and insights on assessing and improving your tech stack. By the end of this series, you’ll be equipped with the knowledge to make informed decisions about your accounting technology to drive your business forward.

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