Power Up Your Practice

A Complete Guide to Maximize the ROI of Your Firm with a Best-of-Breed Tech Stack

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Running a successful accounting firm is like playing a game of chess. You need to start with the end in mind and plot every move thinking many steps ahead.

Of all the decisions you’ll make, building a best-of-breed tech stack that underpins a streamlined workflow should come up on top of your list. Why? Because they are essential to serving your ultimate goal—having a profitable firm that’s making max return on your investments, personally and financially.

In our Power Up Your Practice campaign, Dawn Brolin, CPA, CFE, and CEO of Powerful Accounting took out her playbook and shared with us her firm’s best-of-breed tech stack and workflow.

You’ll find out exactly what goes into Dawn’s tech stack and how they work together to deliver amazing ROI and contribute profits back to her bottom line. Don’t wait. Start powering up your practice with this series today!

The Complete Guide

Practice Power Hour: Maximize the ROI of Your Firm with a Best-of-Breed Tech Stack
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A live demo of Dawn’s tech tack and workflow that powers her firm as a lean, mean, revenue-making machine.

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Reality Check: Are You Maximizing the Revenue Potential of Your Firm?
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Use this checklist to take a temperature check of your firm’s effectiveness and how you’re stacking up against your revenue and profit goals.

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The Ultimate Best-of-Breed Tech Stack of a Thriving Accounting Firm
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Why reinventing the wheel when a wheel is already working great? Leverage Dawn’s best-of-breed tech stack fly wheel and start driving towards maximum profits and success for your firm too.

Get Tech Stack

How to Deliver $30K ROI from Your Tech Stack
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Taking back your time and profits from non-billable admin work by adopting the right tools, workflows, and mindset.

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Book a 15-min demo with our team

Make SmartVault's cloud-based, secure document management and client portal solution a core element of your firm's best-of-breed tech stack.

Book a demo