Standardizing Your Tech Stack: The Path from Bookkeeping to Advisory
Discover how accountants & bookkeepers can cut through the noise of countless apps and tools by creating a streamlined, standardized tech stack. Learn how to eliminate inefficiencies, reduce app fatigue, and build a foundation that supports both day-to-day operations and high-value advisory services.
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Ever feel overwhelmed by the number of apps, tools, and platforms in the market today?
For many firms, tech sprawl leads to inefficiencies, broken workflows, and time wasted managing disconnected systems. Without a clear, standardized approach, it’s easy to end up with data that’s inconsistent, inaccessible, or just plain messy, making it harder to deliver high-value advisory services for your clients.
In this session, you’ll discover:
- Why standardizing your tech stack is a game-changer
- How to make your systems actually work together
- Tips to streamline your workflows and free up valuable time to focus on high-impact advisory work
Plus, we’ll give you an inside look at Relay’s latest product releases. This is your chance to see powerful tools in action, and how they can help your firm operate smarter, scale faster, and deliver better client outcomes.
You’ll walk away with actionable strategies to cut through the noise, take control of your firm’s tech stack, and deliver better client outcomes with confidence.
Meet The Host
Anna Li
Accounting Partnerships at Relay
Anna works closely with accounting and bookkeeping professionals to help them streamline operations and unlock new opportunities. With a background in building strategic relationships and supporting firm growth, Anna brings practical insights from working with hundreds of firms on how to simplify processes, improve collaboration, and scale with confidence.
