Beyond Your Books | Karen Dellaripa
Firm Insights:
Beyond Your Books
Team members: 12
Client Size: 100
Niche: Profit First
Growth Goals: We have been scaling for the last 5 years and think we are in a good place now
Watch this tech stack in action!
Internal Tech Stack
Category |
App |
| Client Communication | N/A |
| CRM / Proposal Creation | N/A |
| File Backup | N/A |
| File Storage | Smartvault |
| Password Storage | Keeper |
| Practice Management | Canopy/Fathom/Relay |
| Review Tool | N/A |
| Social Media Management | N/A |
| Team Communication | N/A |
| Website | N/A |
| Workspace | N/A |
External Tech Stack
Category |
App |
| Accounting Software | QBO |
| A/P | Bill.com/Dext/Melio |
| A/R | N/A |
| Construction | N/A |
| E-Commerce | N/A |
| Field Service | N/A |
| HR | N/A |
| Inventory Management | N/A |
| Payroll | Gusto |