How to Select Your Financial Tech Stack for Your Business
7:00 PM (Eastern) / 6 PM (Central) / 5 PM (Mountain) / 4 PM (Pacific)
1.25 hours
 Event Info
In today's fast-paced business environment, staying on top of your finances is essential for success, but with so many tools and platforms available, how do you choose the right ones for your business? This session will demystify the process of selecting
a financial tech stack tailored to your needs. We'll explore essential bookkeeping software, cloudbased platforms, and other digital tools that streamline financial tasks, save time, and provide clarity into your business's financial health. Whether
you're managing your own books or working with a professional, understanding the right tools can transform the way you handle your business finances. This presentation will offer practical insights and actionable advice to help you make confident
decisions about your financial systems.
Learning Objectives
- Understand the key components of a financial tech stack and how they integrate to streamline your business finances.
- Identify user-friendly tools that align with your business needs, especially if you're not highly tech-savvy.
- Learn best practices for organizing and automating bookkeeping processes to save time and reduce errors.
- Gain confidence in evaluating and selecting software that fits your business workflow and growth plans.
- Walk away with actionable steps to implement a cohesive financial system that improves efficiency and provides financial clarity.
Presenter: Kate Josephine Johnson
Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm specializing in FreshBooks and serving small business clients all over the world.
She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am than some people get done all day long!
As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. She has been selected as a Top 50 Women In Accounting. She worked in corporate finance before opting to become a stay-at-home-mom
for several years after her first child was born.
LinkedIn
www.HeritageBusinessServices.com
Pre-Event Networking
Join us 15 minutes before the meeting for our pre-meeting networking session. They have been a hit! We kick things off with a focused topic to spark conversation, then let the discussion flow naturally.
Fees
Virtual Chapter Members: $0
Guests: $30
NOTE: The meeting recording is available for members only. Guests will not receive access to the meeting recording.
*All Virtual Chapter speaker presentation handouts and Virtual Chapter meeting links are exclusively for Virtual Chapter members in good standing. Sharing of handouts, document links, and code words will result in disciplinary action and possible dismissal
from the Virtual Chapter.
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