PAG Fiscal Services | Kari Beebe
Firm Insights:
PAG Fiscal Services
Team members: 2
Client Size: 25
Niche: Small Law Firms, Solo and Micro-Entrepreneurs mostly Female counselor
Growth Goals: Growing client base with tailored financial solutions for law firms
Watch this tech stack in action!
Internal Tech Stack
Category |
App |
| Client Communication | Outlook / Zoom |
| CRM / Proposal Creation | Dubsado |
| File Backup | Dropbox |
| File Storage | Dropbox |
| Password Storage | Practice Protect |
| Practice Management | Client Hub / Anchor |
| Review Tool | N/A |
| Social Media Management | N/A |
| Team Communication | G Mail / Outlook / Zoom |
| Website | N/A |
| Workspace | Clockify / QBO / Gusto |
External Tech Stack
Category |
App |
| Accounting Software | QBO |
| A/P | QBO / Gusto |
| A/R | Stripe |
| Construction | N/A |
| E-Commerce | Stripe / Mailchimp |
| Field Service | N/A |
| HR | Gusto / Google Voice |
| Inventory Management | N/A |
| Payroll | Gusto |
| Tax | Dubsado |