New Firms, Lean Stacks: How Startup Practices Can Dodge Tech’s ‘Magic Beans’
Launching an accounting firm in 2025 no longer requires investing in servers, phone systems, or costly hardware. In the latest episode of AccountingWEB's podcast No Accounting for Tech, new practice owners share their technology setups, time-saving tools, and early obstacles.
The discussion highlights that success today can come from “a half-decent laptop, an internet connection, a bank account.” You can listen to the full episode by searching for “AccountingWEB” on your preferred podcast platform.
Focus on Client Access Over Accounting Software
Founders Emily Vass of Nourished and Dean Shepherd of Eat Sleep Excel Repeat both began their tech planning without prioritizing accounting software.
Vass emphasized making it simple for potential clients to connect, using tools like meeting schedulers and AI note-taking to streamline the initial discovery phase. She explained the goal was to
“helping them get through the door in a way that feels smooth.”
Starting with Pricing and Proposals
Despite previously believing document management would be essential, Shepherd launched his new practice by focusing first on pricing and proposal software, choosing Socket shortly after leaving his position as TaxCalc’s product director.
Summary
The rise of lean tech stacks allows new accounting firms in 2025 to prioritize client experience and essential tools over heavy software investments, accelerating startup success with minimal overhead.