Tech Stack Assembly: From Data to Decisions: Designing a Tech Stack That Actually Drives Business Insight

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Speaker - Sheri Radler (Founder of R Accounting Group)

Topic: Tech Stack Assembly: From Data to Decisions: Designing a Tech Stack That Actually Drives Business Insight

Most accounting firms have invested heavily in building their tech stack—but far fewer have designed a system that consistently drives meaningful decisions for their clients.

As the number of tools continues to grow, many firms find themselves with more data, more automation, and more activity… yet clients are still asking the same fundamental question: “Am I okay?”

This session will explore the gap between data and decision-making, introducing a practical framework for evaluating how your current systems capture, process, and ultimately deliver insight. We’ll look at the difference between the internal systems firms rely on to operate and the client-facing outputs that actually drive value—such as dashboards, KPIs, and structured advisory conversations.

The focus is not on specific tools, but on how your tech ecosystem is designed, owned, and used to move beyond reporting into real-time insight and action. Attendees will walk away with a clearer understanding of where their current stack may be falling short and how to begin reshaping it into a system that supports stronger, more confident client decisions.

Learning Objectives

By the end of this session, attendees will be able to:

• Differentiate between systems of record and systems of insight, and understand the role each plays within a modern accounting firm
• Evaluate their current tech stack through a decision-focused lens, identifying where breakdowns occur between data, insight, and action
• Identify the types of insights clients are actually seeking, including cash flow visibility, profitability, and forward-looking decision support
• Understand how dashboards, KPIs, and structured reporting contribute to a “decision layer” within their service model
• Begin reframing their tech strategy as part of a broader advisory offering, rather than a collection of tools

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.