With our new post covid world, teams are working together from not even all over the country but the world. Selecting the right software stack for your business is one of the most important things you can do for a successful business. Picking the right one will allow you to scale and grow from both a dollar standpoint as well as an employee count. One of the main reasons both clients and prospects come to us, here at Sax, is that their current systems just aren’t working the way they should, maybe they were recently funded and getting ready to scale or a team member who was the gatekeeper of the software or the expert had recently left the company and more. On the software side Either their software can’t keep up with the business, reporting isn’t giving them the information they need, or they’re juggling too many platforms that don’t talk to each other. Our job as accounting service experts is to step in, evaluate what’s working, identify gaps and potential issues, and support our client to build a tech stack that actually makes their day-to-day easier.
When it comes to a tech stack, similar to when you go to a doctor, there is no one size fits all plan. We start by understanding how the business operates, where the pain points are, and what the growth plan looks like. That gives us the foundation to recommend tools that fit—not just for today, but for the future.
Why Clients Come to Us
Clients come to us because they want more than just bookkeeping—they want solutions. Some common reasons include:
- Multiple systems that don’t integrate, creating duplicate work and errors
- Legacy software that doesn’t scale as the business grows
- Lack of timely reporting for informed decision-making
- Inefficient processes around bill pay, expenses, and payroll
They’re looking for a trusted advisor who can evaluate their current setup and recommend a technology solution that actually works.
Our Approach
When a client comes to us for help we like to take a phased approach for evaluating the right software:
- Understand the business: Different industries and even similar industries have different needs— Of course what works for a restaurant doesn’t always work for a real estate investment firm but even more granular what would work for one restaurant may not work for another, even if they are selling similar items.
- Analyze current pain points: I like to dive into existing processes the client has to identify where the inefficiencies and bottlenecks are.
- Evaluate scalability & integration: We check how the current tools work together and whether they’ll scale as the business grows and see what we can add, update or change.
- Perform due dilligence: We always review features, support, and costs to make sure the software is sustainable and adds real value. That can even mean scheduling calls with the vendors and software before presenting to our clients.
- Support adoption: Even the best software is useless if no one uses it correctly. We help with implementation, training, and workflow setup.
Our Go-To-Tech Stack Recommendations
While each client is unique, these are some of the tools that we have used (industry agnostic) although there are great industry specific tools out there that we have worked with:
- Accounting: QuickBooks Online – Reliable, scalable, and integrates with a wide range of other tools.
- Bill Pay & Expense Management: Ramp – Great for corporate cards and expense tracking; Bill.com – Automates vendor payments and approvals.
- Payroll: ADP – Robust and compliance-focused; Gusto – User-friendly and ideal for smaller teams.
- Point of Sale (POS): Square – Flexible and simple for retail or service businesses; Toast – Built for restaurants, integrating front-of-house and back-office operations.
Why This Matters
The right tech stack isn’t just about automation—it’s about making the client’s business run smoother, giving leadership real-time visibility, and freeing up time to focus on growth. When clients adopt a system that fits their needs, they immediately see less manual work, fewer errors, and better financial insights.
Final Thoughts
Our role isn’t just accounting—it’s advisory, its consulting and at the end of the day it is doing what we can to make our client’s lives easier and business more successful for now and the future. By understanding each client’s business, carefully evaluating software options, and helping implement the right tools, we set our clients up for long-term success. A strong tech stack isn’t just software—it’s the foundation for smarter, more efficient successful operations.
Results
SAX’s approach—combining relevant technical expertise with close collaboration—helped the Company record the transactions accurately and efficiently in its general ledger, enabling auditors to evaluate them early in their process. For significant transactions such as these, SAX takes due care to evaluate the underlying substance and examine relevant supporting evidence to ensure complex transactions are properly reflected in a company’s financial statements.
“Sax” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Sax LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Sax LLP is a licensed independent CPA firm that provides attest services to its clients, and Sax Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Sax Advisory Group LLC and its subsidiary entities are not licensed CPA firms.