How to move clients to the tech stack of your choice

Salma Hatim, CPA
CEO, PROKONECT

Blake Oliver, CPA
Accounting Community Advocate, Relay

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

GrowthAccountingCustomers
 

Chances are you’ve had a conversation with a client or two about how the systems and processes you’ve set up means their work is completed faster and with less pain.

But, despite your best intentions, not all clients get it. And convincing them to use your preferred tech stack is no exception.

Some clients are afraid of change, some don’t like learning new tools, and others are just plain stubborn.

But almost any client can be moved to your preferred accounting tech stack—all it takes is finding the right motivation, and knowing how to pitch and manage the move.

In this video, Blake Oliver, Accounting Community Advocate at Relay and Ian Vacin, COO and co-founder of Karbon, are joined by Salma Hatim, CPA, CFO, and CEO of PROKONECT, to discuss the 5 key strategies she uses to move clients to her firm’s tech stack.

You’ll learn how to:

  • Build a financial case for using your tech stack

  • Create financial incentives to move (even if presenting a case fails)

  • Anticipate and sidestep client resistance

  • Tap into resources from the software vendors to help you move clients over

  • Lay out your vision so your clients understand the benefits to them when using your preferred tech

Download the presentation slides

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Salma Hatim, CPA
CEO, PROKONECT

Salma Hatim is a CPA, CFO, and CEO of PROKONECT. She is passionate about accounting, finance, and business. She's served businesses from all over the world and with different accounting guidance, ensuring they are compliant, performant, and continuously growing. She has worked with businesses of all shapes, models, industries—from start-ups to billion-dollar companies.

Blake Oliver, CPA
Accounting Community Advocate, Relay

Blake Oliver is an entrepreneur, accountant, and podcaster who specializes in cloud accounting technology. He is one of Accounting Today’s Top 100 Most Influential People and has been named a 40 Under 40 in the accounting profession. Blake produces and co-hosts the Cloud Accounting Podcast, a weekly, tech-focused news round-up for accountants and bookkeepers.

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.