This Firm Spotlight features HireEffect, an accounting firm blending cutting-edge tech with a people-first approach. Led by Chris Scott, the firm has 24 full-time professionals serving 100 clients, focusing on efficiency and automation while maintaining excellent client relationships.
Meet Chris Scott: IT Meets Accounting
Chris transitioned from 23 years in IT to accounting in 2018, joining his wife at HireEffect. His expertise in automation and integration has shaped the firm’s tech-driven workflow. The firm has embraced FinTech’s rapid evolution, enhancing efficiency through software connections.
The Firm’s Tech Stack: Efficiency & Security
Internal Tech Stack:
- Microsoft 365 & SharePoint – Secure collaboration and document management.
- HubSpot – CRM for client tracking and automation.
- DropSuite – Comprehensive Microsoft Office backups.
- Ignition – Simplifies proposals and billing.
- Dext, LastPass, Priority Matrix – Workflow automation and security.
External Tech Stack:
- Gusto, ADP, QuickBooks Payroll – Payroll solutions.
- Synder, Avalara, QuickBooks Online – E-commerce and tax management.
- Melio – AP automation for seamless payments and approvals.
Automation & Integration: Key to Success
Chris stresses, “You don’t get what you deserve; you get what you configure.” HireEffect maximizes integrations, reducing manual work and enhancing efficiency. Melio’s QuickBooks integration helps streamline payments and detect fraudulent vendors, reinforcing security and ease of use.
People-First Accounting
Despite being tech-forward, HireEffect prioritizes user-friendly, problem-solving tools. They utilize SharePoint for secure client file sharing, enhancing collaboration without adding third-party risks.
Looking Ahead
HireEffect is committed to continuous learning and optimization, ensuring their tech stack evolves with industry trends. Chris’s advice: “Explore every feature, optimize integrations, and always refine your processes.”
Watch the Full Episode
See Chris Scott discuss automation, integration, and firm efficiency here.