ROI Reality Check: Are You Maximizing the Revenue Potential of Your Firm’s Tech Stack?

Can you believe that thousands of years ago, Socrates uttered the perfect phrase we should all use when evaluating your tech stack? It is: “You don’t know what you don’t know.”

It’s true—with so many tech applications available, knowing whether you have the right ones is tough. And it’s even tougher to know if they’re giving you the max return on your investment.

This is why it’s so important to do a reality check once in a while, especially when you’re using the same solutions day in and day out. After all, it’s not what you know that’s dangerous. It’s what you don’t know that could cost you thousands when it comes to the effectiveness of your technology stack.

Post-tax season is the perfect time to consider whether you are getting all you can out of the technology you use, the dollars you spend on it, your workflow efficiency, and the revenue that you generate from the clients you serve with it.

To help you Power Up Your Practice by making sure you are maximizing the technology you use, I’m sharing the tech stack ROI checklist I use for my own firm so you can get started easily.