Ramp的动态

The Fractional CFO Tool Stack ?? I've worked with hundreds of companies in my career, testing and implementing various finance tools... And the tech stack you choose can make or break your finance operations. Here's a deep dive into what you need: ?? PRACTICE MANAGEMENT TOOLS Practice management is crucial for keeping your operations smooth. Your task management system needs to handle: → workflow automation → client communications → document storage ?? HIRING & HR WHO you bring on your team may be the most important decision you’ll make in your firm and choosing the right hiring platform will make all the difference. You need tools that help with: → candidate screening → interview scheduling → offer management → onboarding ?? COMMUNICATIONS No modern finance team can operate without proper communication tools. How many emails do you send daily? How many meetings do you have? Your communication stack needs to be bulletproof ?? CLIENT TOOLS I've been particularly impressed with Ramp lately... What I love about it is how it transforms spend management: Creating virtual and physical cards is instant... And the control you get is incredible But here's what really changed the game for us: → Setting spending limits that actually stick → Pre-approving vendors to prevent maverick spending → Auto-coding transactions straight to the GL I used to spend hours reconciling expenses... Now they're classified automatically before I even look at them. ?? Give your clients the financial tools they need to maximize profits and cut financial busywork. Join the hundreds of Accounting firms already partnered with Ramp today https://lnkd.in/ewp8aB7Q ?? ACCOUNTING SOFTWARE Your core accounting system is the backbone of everything. This isn't something you want to get wrong... → scalability needs → integration requirements → reporting capabilities ?? TAX & COMPLIANCE No finance stack is complete without proper tax and compliance tools. You need systems that: → stay current with regulations → automate compliance checks → maintain proper documentation → handle multi-state operations ?? PREFERRED TECH STACK Your foundation starts with solid practice management tool. We just started using Karbon and are excited for what it will bring. Then you need a quick way to send out proposals - we use a combination of Excel + PandaDoc for that. Ramp is our favorite Operations platform. Quickbooks online is our accounting software and is used by 95% of our clients. Sharepoint for Document management, which allows for real time collaborations... Loom for async communications Lastpass for password management… And of course Model Wiz for beautiful Finance & accounting templates === Having the right tools is crucial, but it's how you use them that matters. It's about building a tech stack that grows with you Not one that holds you back. What tools are you using in your finance stack? Let me know in the comments below ??