The right tech stack can really alleviate stress, save time, and maximize your firm’s throughput, but only if you have a clear vision for each solution you are using. There’s a buffet of options out there, that’s for sure, and they all cost either time to implement or money to buy (or both) so it can be stressful to even think about which solutions to use. I get it and I want to help, that’s why I am sharing my softball strategy to help you build a tech stack that works with your firm not against it!

Imagine if hitting a home run when it comes to the profitability of your practice was as easy as watching a ball game. To me, it really is—running a profitable and highly efficient accounting, bookkeeping or tax practice is no different than coaching a softball (or baseball) team. Here’s a brief overview of how you can use softball strategy to knock it out of the park when it comes to your practice productivity and profitability, too. 

You see, in softball, you have positions on your team that you have to fill. In addition, you have players that you need to recruit to fill those positions.  Let’s stick with the defensive side of the game.  You have a pitcher, catcher, first baseman, second baseman, etc. Imagine if hitting a home run when it comes to the profitability of your practice was as easy as watching a ball game. To me, it really is—running a profitable and highly efficient accounting, bookkeeping or tax practice is no different than coaching a softball (or baseball) team. Here’s a brief overview of how you can use softball strategy to knock it out of the park when it comes to your practice productivity and profitability, too. nd baseman, third baseman, shortstop, left fielder, center fielder, and right fielder.

As a coach, you need to know what the positions are and you need to seek the most talented players to fill those positions.  From an accounting, bookkeeping, or tax  practice perspective the game really is no different. You have certain positions to fill in order to run your firm, to create an amazing client experience, and to complete client work.  

Every accounting firm has some positions that are necessary no matter what you provide for services. Then there are the tools you need that are specific to the services you provide. In other words, in order to pick the right software, you need to also accept that no one piece of software is going to solve everything.

Here are the solutions that I have chosen (Click on the name of each one below to get the overview of benefits):

ADP

Bookkeep

Canopy

Fishbowl

Jirav

Liscio

Smartvault

Swizznet

Truly Financial

Veem

However, you really need to choose your own based on your needs and by looking at the solutions and how they align with the problems you are trying to solve.

Is tax season your firm’s major revenue generation source?

Are you looking for new opportunities to not only increase your profitability during the busy season but to make more money all year long?

Do you believe the only way to grow firm revenues during tax season is by adding additional clients and/or increasing your prices?

If you answered “Yes” to any of these questions, it’s time to re-energize your revenue generation approach this tax season.

 

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