Strategic Technology Planning
Architect a tech stack that drives profit. We help you select, integrate, and optimize your business software—from accounting and CRM to inventory and payroll—ensuring every tool provides measurable ROI.
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Stop buying software. Start building a system.
Fred Lundin CPA offers specialized Strategic Technology Planning Services for business owners overwhelmed by the "App Trap." In today's market, there is a software tool for everything—but more tools often mean more complexity, higher subscription costs, and fragmented data.
We help you cut through the noise. We don't just recommend apps; we architect a cohesive technology ecosystem that aligns with your specific financial and operational goals.
We act as your Fractional CTO (Chief Technology Officer) with a CPA's eye for ROI. Whether you are selecting a new ERP, integrating your CRM with your accounting software, or auditing your current stack for "subscription bloat," we provide the objective guidance you need.
We map your workflows, identify automation opportunities, and ensure every piece of technology you pay for actually contributes to your bottom line. Build a tech stack that works as hard as you do.
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Frequently Asked Questions (FAQ)
Why should a CPA advise me on technology?
Because every software decision is a financial decision. Software impacts your efficiency (labor cost), your data accuracy (reporting), and your monthly overhead (subscription fees). We evaluate technology not just on "cool features," but on how well it integrates with your financial backbone and drives profitability.
What is a "Tech Stack Audit"?
It is a deep-dive review of every piece of software you currently pay for. We identify:
Redundancy: Paying for two apps that do the same thing.
Disconnects: Tools that don't talk to each other (causing manual entry).
Under-utilization: Paying for Enterprise features when you only need Basic.
Do you implement the software too?
We handle the planning and selection strategy. For implementation, we can handle the financial/accounting configuration (like QuickBooks/Xero setup) directly. For complex operational software (like a custom CRM or ERP), we act as your project manager, coordinating with specialized developers to ensure the build meets your business requirements.
Can you help us automate manual tasks?
Yes. Automation is a key part of strategic planning. We identify repetitive tasks—like copying leads from email to spreadsheet—and design workflows using tools like Zapier or Make to automate them, freeing up your team for higher-value work.
How do we choose between "All-in-One" vs. "Best-in-Class"?
This is the classic debate. "All-in-One" suites are simpler but often mediocre at everything. "Best-in-Class" stacks use specific tools for specific jobs but require integration. We help you weigh the pros and cons based on your specific industry complexity and team size.
