The Ultimate Bookkeeping & Accounting Firm Tech Stack
See the exact tools that power my bookkeeping and advisory firm.
Skip the trial and error — get instant access to the actual tech stack I use at Magnetic Profits to automate, streamline, and scale without the chaos.
You’ll see every tool we use across the firm — from client onboarding to task management, communication, and automation — and learn exactly what role each one plays in keeping things running smoothly (without me in it every day). 😉
Want a sneak peek at what you’ll get when you sign up?
Watch this quick walkthrough to see exactly what’s waiting inside. 👇🏼
What You’ll Get…
✨ Inside this exclusive Workflow Queen resource, you’ll discover:
My full list of all the tech I use in my own firm organized by purpose, from operations and team management to client onboarding, marketing, and automation.
Exactly why we use each piece of tech in my firm — no generic “top five tools” lists here… this is me pulling back the curtains on what we use.
A clear breakdown of free vs. paid software, plus which subscription levels we’re currently on.
Direct links to trusted Workflow Queen resources and other experts I recommend to help you explore each system further.
A short walkthrough video showing you how to navigate the tech stack resource easily and know where to start — no overwhelm required.
💡 You don’t need to use every tool listed. This resource gives you a full, transparent look at every piece of tech we use in my real firm… no gatekeeping, no sugarcoating. You’ll finally see the full picture of what it actually takes to run a successful, systemized bookkeeping and advisory firm and why each tool plays an important role.
Why You’ll Love It…
If you’ve ever asked yourself:
“What tech should I actually use to run my firm efficiently?”
This will save you hours of guessing. 😉
You’ll get a behind-the-scenes look at how a real bookkeeping and advisory firm runs… the same tech, systems, and automations that help us stay organized, profitable, and client-focused.
No more piecing together random tools that don’t connect.
This is a proven setup that’s been tested and refined inside my own systematized firm.
Who It’s For…
✅ Bookkeepers and accountants ready to streamline operations.
✅ Anyone tired of constantly switching tools hoping “this one will fix it.”
✅ Action-takers who want clarity on what actually drives results.
✅ Bookkeepers who want a firm that runs smoothly without their constant involvement.
Meet Your Mentor 💕
Hi, I’m Alyssa Lang, founder of Workflow Queen and Magnetic Profits.
Over the past nine years, I’ve built two tech-forward bookkeeping and advisory firms that run with minimal day-to-day input from me. I’m obsessed with systems that save time, reduce stress, and actually work in the real world.
People ask me all the time, “What tech do you use to run your firm?” — so instead of showing you one or two tools, I’m showing you my entire tech stack.
These are the exact tools that have helped me:
Scale my firm without burnout.
Streamline client onboarding and team workflows.
Free up my time to focus on strategy and leadership.
This isn’t theory, it’s the real setup behind a profitable, sustainable firm. 👇🏼
Get Instant Access to My Full Tech Stack
Pop your info below and I’ll send it straight to your inbox — along with a short video showing how to explore the database and where to start (so you don’t get lost in tech overwhelm). ✨
⚡ Created for bookkeepers and accountants who want to work smarter, not harder.
💌 You’ll also receive Workflow Queen tips and resources to help you systemize, scale, and simplify your firm — unsubscribe anytime.