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Building the perfect tech stack for your accounting firm

David DiNardo
President and CEO, Envolta Cloud Accounting

Stuart's headshot. He's wearing a white collared shirt, has graying hair, and the background is a blurry green and brown tree.

Stuart McLeod
Co-Founder, Karbon

TechnologySystems
 

With accounting and technology becoming so intertwined, firm owners and managers are having to become more intentional about the software that they choose. But when the technology ecosystem is already so extensive, and continually growing, it's an extremely difficult task.

How do you decide on the tools and technology that should make up your accounting firm's stack?

In this video, hear from David DiNardo, President and CEO of Envolta Cloud Accounting. David outlines the full tech stack that he has implemented, which has enabled Envolta to become one of Canada's fastest-growing companies, while retaining 99% of their clients.

Learn:

  • The tools in Envolta's tech stack, covering all areas of running the business

  • How these tools work together, and the specific workflows they impact

  • How the client experience is impacted

  • David's tips for assessing and identifying the tools that are right for your firm

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David DiNardo
President and CEO, Envolta Cloud Accounting

David always knew he wanted to own his own business, and more than 7 years ago he made that happen with Envolta. Located in Ottawa Canada, Envolta is a full tax preparation and Bookkeeping Company that aims to provide professional, personal, effective solutions to their clients' accounting and taxation needs. They were on Ottawa’s fastest-growing company list in 2018 and 2019, and a Canada top 500 growth company in 2019. David is passionate about operating a cloud-based firm and maintaining the right culture as he scales.

Stuart's headshot. He's wearing a white collared shirt, has graying hair, and the background is a blurry green and brown tree.

Stuart McLeod
Co-Founder, Karbon

Stuart started his first business 13 years ago and has had many successful ventures, including Paycycle, founded in 2009, which he sold to Xero in 2011. He then built the global Xero Payroll team that delivers payroll software across the US, AU, UK and NZ markets. In 2015, Stuart co-founded Karbon, and served as CEO until 2023. He remains an advisor, board member, and investor.