New Firms and Lean Tech Stacks
Launching an accounting firm in 2025 no longer requires investing in servers, phone systems, or costly hardware. In a recent episode of AccountingWEB’s No Accounting podcast, new practice owners shared how technology choices have streamlined their workflows and saved time.
Essential Tools for New Accounting Practices
According to the episode on software essentials for startups, success today can come with just “a half-decent laptop, an internet connection, a bank account.” This minimalist approach highlights how technology has evolved to support lean operations.
Insights from Founders Emily Vass and Dean Shepherd
Emily Vass, founder of Nourished, and Dean Shepherd, of Eat Sleep Excel Repeat, revealed their unconventional approach to practice technology. Neither began by selecting accounting software.
- Vass prioritized easy client contact first. She implemented meeting booking tools and AI note-takers to simplify client onboarding.
- Her focus was on
“helping them get through the door in a way that feels smooth.”
- Shepherd, formerly TaxCalc’s product director, expected document management to be key but instead started by choosing pricing and proposal software called Socket.
Conclusion
These approaches illustrate how new firms benefit from prioritizing client experience and flexible tools over traditional software investments.
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