580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]
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In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind βall-in-one vs best-of-breedβ in accounting firm tech. We talk through what a practice management system should actually own, why most firms really buy PM for visibility and peace of mind, and where workflow is headed next, especially around month-end close. We also get into how Financial Cents decides what to build vs integrate, why client experience and portal consolidation matters, and where AI belongs inside practice management versus point solutions.
π€ Iβm going live! Weβll announce new dates and cities. Stay tuned for the presale
π₯ Hereβs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
π° Today's Sponsors
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: http://missiveapp.com/jason
Verito: https://verito.com/
TeamUp: https://www.hireteamup.com/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
π© Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
βοΈ Leave me a voicemail at (1)516-980-4968!
In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind βall-in-one vs best-of-breedβ in accounting firm tech. We talk through what a practice management system should actually own, why most firms really buy PM for visibility and peace of mind, and where workflow is headed next, especially around month-end close. We also get into how Financial Cents decides what to build vs integrate, why client experience and portal consolidation matters, and where AI belongs inside practice management versus point solutions.
π€ Iβm going live! Weβll announce new dates and cities. Stay tuned for the presale
π₯ Hereβs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
π° Today's Sponsors
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: http://missiveapp.com/jason
Verito: https://verito.com/
TeamUp: https://www.hireteamup.com/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
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