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Building the perfect tech stack for your accounting firm

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

David DiNardo

David DiNardo, MBA, built one of Canada’s first fully remote, cloud‑based accounting firms—40 employees serving clients nationwide. After a 2014 layoff, he scaled, exited for seven figures, and now shares practical playbooks on AI, business, and systems. He creates free content to help young builders turn stuck into success.

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.

Building the perfect tech stack for your accounting firm | Karbon Magazine