The Do's And Don'ts Of Selecting An Operational System For Your Firm With Stacey Feldman Accounting Flow podcast

The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman

9M ago 34:01

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Explore the ins and outs of choosing the right operational system for your firm with host Roman Villard and industry expert Stacey Feldman on the Accounting Flow Podcast.
In this episode, they break down the details of picking systems, looking at the important things to do and avoid that can impact how well your firm runs.

🚀 What to Anticipate:

Proven Strategies: Stacey Feldman, a trailblazer in the field, unpacks time-tested strategies for selecting operational systems. Discover her insights and gain a competitive edge in choosing the right tools for your accounting firm.
Real-world Examples: Roman and Stacey share case studies that illustrate successful (and not-so-successful) approaches to operational system selection.
Strategic Alignment: Understand the importance of aligning your operational systems with your firm's overall strategy. Learn how to choose systems that enhance your strengths and address your specific challenges.
User Experience Matters: Stacey emphasizes the significance of user experience in system selection. Explore how user-friendly interfaces can contribute to increased productivity and overall satisfaction within your firm.
Future-Proofing Your Choices: Stay ahead of the curve by future-proofing your operating system choices. Discover how to make decisions that stand the test of time and evolve with the ever-changing landscape of accounting technology.

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فصول

1. Selecting a practice management system for a growing firm (00:00:00)

2. Improving business workflows through process mapping and software selection (00:07:29)

3. Selecting a practice management software system (00:12:45)

4. Implementing new practice management software. (00:18:50)

5. Software implementation and change management (00:24:44)

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