This one-hour course is crafted for solo practitioners and owners of small accounting and tax firms who aim to enhance their business operations through strategic application stacking. Application stacking is the practice of combining complementary software applications to streamline processes, increase efficiency, and offer comprehensive services. This course will cover the selection, integration, and optimization of various software tools designed to work in harmony for business growth and improved client service.
Understand Application Stacking: Define application stacking and its importance in the context of accounting and tax services for solo and small firms.
Identify Key Business Operations: Recognize critical business operations within an accounting and tax practice that can benefit from application stacking, such as client management, billing, and compliance.
Evaluate Software Tools: Learn how to evaluate and select software tools that not only meet specific firm needs but also integrate well with other applications.
Develop an Application Stack Strategy: Develop a strategy to stack applications in a way that optimizes workflows, reduces manual data entry, and enhances data accuracy.
Implement Efficient Stacks: Understand the implementation process for a new stack, including data migration, staff training, and system testing.
Optimize Client Interactions: Explore how application stacks can improve client interactions and service offerings, from onboarding to service delivery and reporting.
Ensure Data Security and Compliance: Learn how to ensure that the chosen application stack maintains data security and compliance with industry regulations.
Monitor and Update Your Stack: Acquire the skills to monitor the effectiveness of your application stack and make iterative improvements or updates as needed.
Measure ROI of Application Stacking: Understand how to measure the return on investment (ROI) and productivity gains from application stacking.
Stay Current with Technology Trends: Learn methods for keeping up to date with emerging technologies and software developments that can be integrated into your application stack for ongoing firm improvement.
By the end of this course, participants will have a clear roadmap for implementing a tailored application stack to streamline their firm's operations, improve client satisfaction, and maintain a competitive edge in the market.
Kelly Rohrs, CPA
Number of Hours:
Group Internet Based
Number Of Days:
Early Cut Off Date:
Online Group Internet Based ,
CPA (1), EA (1), Tax Preparer (1)