Our guest this week is Amy Holdsworth, who is the founder of Clarity Street to talk all things Tech Stacks for Accounting and Bookkeeping Firms.

Amy started Clarity Street over six years ago after having the realisation that none of the individual software providers in the ecosystem had the time or the knowledge of how all of the cloud apps should be set up, to provide an efficient client lifecycle with clean dataflows between apps. 

Clarity Street is on a mission to help the industry understand how and what software connects to each other and what mindset, processes and procedures need to be changed, to achieve success. 

We cover:

• [11:50 ] Intro and backstory on Amy and Clarity Street


• [16:00 ] Case Study 1: Accounting firm doing $2m in revenue - Practice Management, Document Management and Engagement
  


• [20:05 ] What is Document Management? 


• [26:41 ] Case Study 2: Tax Firm doing $500k in revenue - Microsoft vs Google


• [33:22 ] Case Study 3: Bookkeeping Practice - sole practitioner & contractors


• [40:20 ] Case Study 4: An Accountant about to start their own firm


• [45:16 ] Tech stack considerations when scaling a firm to $10m

You can connect with Amy on Linkedin and find out more on the Clarity Street website.

This episode of the podcast is brought to you by sponsors:
Teamup: Hire top Filipino accountants without ongoing BPO fees. 
Fathom: All-in-one reporting, analysis & forecasting.
Brieff: Structure advisory. Highlight your value.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston. 

For more information or to get in touch with us, head over to our website lifestyleaccountant.co.