Presentation: "Choosing Your Financial Tech Stack With Confidence"

This resouce contains the slides, the exact speaker notes, and the "mini-audit worksheet" for a presentation I gave called "Choosing Your Financial Tech Stack With Confidence".

The agenda of the presentation is the following:
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• Why strong financial systems matter
• 6 key principles for choosing the right tech
• How to build your custom financial system
• Quick action: Mini audit worksheet
• Final encouragement + helpful resources

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When I delivered this content to the National Association of Professional Organizers", the member who invited me emailed me after my talk and shared this:

You did a fabulous job. Thank you! I've never seen people hang around that long - usually people drop off after the last code word and you were still getting questions! I think people are hungry to learn how to make all this stuff easier, and you gave so many examples of just that. Thank you so much.

When you purchase this, you will get a link to the Google Slides presentation. I've also included a PDF version of the slides and speaker notes so it can be read more like a document than a slide deck.

I hope that this resource helps you make great decisions about your tech stack!

Accounting pros and business coaches: By purchasing this deck, you are able to customize it and deliver it yourself to groups of SMBs. I'd spend at least an hour or two "making it your own" so you internalize the content and so it makes sense for your context.