The Starting Lineup Dawn’s preferred tech stack for accounting firm success

What is A Starting Lineup?

Just like a winning baseball team relies on key positions to succeed, your accounting firm needs the right technology solutions to operate efficiently and drive results. Each tool plays a crucial role in creating a seamless workflow, boosting your revenue without additional staff, and supporting the relationship-based pricing model. By strategically selecting and integrating these technologies, you can ensure your practice runs smoothly, thrives and ultimately allows you to live the life you want.

Why Should You Use Dawn’s Starting Lineup?

As a business owner, you juggle numerous responsibilities: managing client work, addressing employee concerns, overseeing cash flow, handling payroll, and more. Finding the right technology solution to fit your needs can be time-consuming and complex, and implementing it without support can add even more challenges. That’s where Dawn’s Starting Lineup comes in. Dawn has curated a selection of technology that works seamlessly together, supports her relationship-based business model, boosts revenue, and lightens her workload. She wants you to experience the same freedom and confidence by sharing her recommended tech stack with you.

Who is in the Starting Lineup?

Practice Management/Workflow

Financial Cents

Learn More

Client Management

Document Storage

SmartVualt

Learn More

Automated Accounting & reconciliation

Bookkeep

Learn More

Payroll Processing

Financial Planning & Analysis

Accounting Software

QuickBooks

Learn More

Reasonable Compensation

RC Reports

Learn More

Hosting & Cybersecurity

Proposal Software

Ignition

Learn More

How It All Works Together

Understanding how the technology works together is KEY for effective workflow and firm success. Learn how to implement the Starting Lineup and Switch to Relationship Pricing with Dawn’s Reassess Your Success Program