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