Tech Stack Assembly: Chutes, Ladders & Leverage: How Tech Decisions Accelerate — or Delay — Your Firm’s Climb

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Speaker - Sheri Radler (Founder of R Accounting Group)

Topic: Chutes, Ladders & Leverage: How Tech Decisions Accelerate — or Delay — Your Firm’s Climb

Technology can lift your firm—or quietly drain its profitability, capacity, and client experience. In this session, I’ll introduce the Chutes, Ladders & Leverage™ framework, a readiness-focused approach to evaluating firm technology through the CAS and controllership lens. We’ll walk through how to uncover hidden inefficiencies, avoid false-efficiency traps, assess utilization, and intentionally build a tech stack that supports scalable, profitable, and sustainable growth. Whether designing from zero or optimizing an existing environment, attendees will learn how to move beyond app adoption into true operational leverage.

Learning Objectives:

After attending this session, attendees shall:

1. Identify common “chutes” created by fragmented systems, underutilized tools, and workarounds.

2. Apply an app audit framework to evaluate gaps, overlaps, and utilization.

3. Differentiate adoption vs. leverage and assess where tools fail to produce ROI.

4. Use the 80/20 framework to prioritize tech that materially improves workflow.

5. Strengthen firm readiness by aligning tech, process, and team operations to support scale.

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Cost: Must be Premium Content Member (Join Here)

CPE Credits - 1.5 Hour

Field of Study - Computer Software & Applications

Course Level: Basic

Instructional Method - Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.