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In 2026, the average bookkeeping practice isn’t struggling because of a lack of tools—it’s drowning in them. App fatigue, rising subscription costs, overlapping features, and disconnected workflows are quietly eroding profit margins and productivity. This session explores why “more tech” isn’t the answer—and how a lean, intentional app stack can transform how you work.

Accountants and bookkeepers should attend this session to understand how the current explosion of SaaS tools (and now AI-powered apps) has created unnecessary complexity, decision fatigue, and inefficiencies in their businesses. You’ll learn how to cut through the noise, simplify your tech, and build a stack that actually supports your workflows rather than fighting against them.

The benefit? More time, lower costs, better client delivery, and a business that feels in control again. Attending this session will help you streamline operations, increase profitability, and position your practice for a smarter, AI-assisted future.

In this webinar Natasha Everard will cover the following topics:

• The Hidden Cost of “Too Many Apps”
   Why bloated app stacks are quietly draining your time, money, and mental energy—and how to spot the warning signs.
• The Lean Stack Framework
   A practical approach to identifying your “core stack,” eliminating redundancies, and designing a system that actually works.
• Workflow Over Tools
   How to build your processes first—and then choose apps that support them (not the other way around).
• Where AI Fits (and Where It Doesn’t)
   How AI can replace certain tools, enhance others, and why adding AI blindly can make things worse.
• Practical Stack Audit Walkthrough
   A step-by-step method to review, simplify, and future-proof your app ecosystem.

By attending this session, you will:

• Understand the true impact of an overcomplicated app stack on your profitability and efficiency
• Be able to identify unnecessary, overlapping, or underused tools in your current setup
• Learn how to design a lean, streamlined app stack tailored to your workflows
• Gain clarity on how and where AI should be integrated into your practice
• Leave with a practical framework to audit and optimise your own tech stack immediately

Course level: Intermediate level.

It is suitable for those with a working knowledge of bookkeeping software and apps but will also include strategic insights and forward-thinking concepts (particularly around AI and workflow design)